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Software Functionality Revealed in Detail
We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.
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 crm for insurance industry


CRM for Financial and Insurance Markets
Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access

crm for insurance industry  for Financial and Insurance Markets Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide

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Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

CRM for Financial and Insurance Markets

Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.  

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Documents related to » crm for insurance industry

CRM for Financial and Insurance Markets RFI/RFP Template


Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology

crm for insurance industry  Markets RFI/RFP Template The CRM for Financial and Insurance Markets RFI/RFP Template lists and describes 1839 features and functions found in CRM for Financial and Insurance Markets software solutions. This CRM for Financial and Insurance Markets Template can help you save time, control costs, and communicate clearly with vendors at nearly every stage of your CRM for Financial and Insurance Markets software selection projects. Features and functions included in this CRM for Financial and Insurance Read More

CRM Vendors Cash In On The Financial Services Industry


Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance companies. Firms in this industry have been forced to expand and reorganize their offerings around the customer rather than around products. This makes a perfect case for CRM, and leading vendors are enhancing their offerings to take advantage of the opportunities. Find out how Siebel, E.piphany, and Broadbase are staking their claim.

crm for insurance industry  product. Janna has developed CRM software for the financial services industry since its inception in 1990. Janna's strengths are in contact management and web-based self-service. Siebel's eFinance product currently provides strong call center and lead management functionality and the addition of Janna's web-based self-service in particular will broaden Siebel's operational CRM offerings for financial organizations. In a recent press release Siebel indicated that Janna technology would be a fully Read More

TEC Industry Watch: Enterprise Software News for the Week of July 9, 2012


SOFTWARE SELECTIONSInternational distributor of high-tech metals and alloys selects Epicor ERPIndustry tags: Manufacturing, Wholesale and Retail Trade, Warehousing "The relatively small but geographically extensive company Datum Alloys made its choice based on a few underlying premises: a need for multicurrency operations in conjunction with local accounting standards, high-quality analytical

crm for insurance industry  acquires Ciboodle Industry tags: CRM KANA Software is well known for its solutions for service experience management. They have acquired a few solutions, such as Lagan in 2010 to enhance its offering for governments, Overtone for social listening and analytics, and Trinicom for midmarket customer service. KANA and contact center service company Ciboodle share common functionality and will complement one another, but Ciboodle also announced a partnership this spring with BI firm SAS to create an Read More

Insurance


Insurance is probably one of the oldest human economic activities, appearing not long after the advent of trade, and developing as a way of protecting merchants from unforeseen events (natural catastrophes, robberies, etc.). There is evidence of traders using insurance for risk management as early as the third millennium BCE (“before the common era”).

Nowadays, insurance is one of the most complex areas of the financial sector, covering a wide range of risks for both personal and business activities. Most insurance companies offer similar products, which makes competition quite fierce. Here are some of the characteristics of the insurance sector:

crm for insurance industry  Insurance is probably one of the oldest human economic activities, appearing not long after the advent of trade, and developing as a way of protecting merchants from unforeseen events (natural catastrophes, robberies, etc.). There is evidence of traders using insurance for risk management as early as the third millennium BCE (“before the common era”). Nowadays, insurance is one of the most complex areas of the financial sector, covering a wide range of risks for both personal and business Read More

Training for the Many… Learning for the One: How Successful Organizations Recognize the Difference and Use Technology to Deliver Both


Winston Churchill once said, “Personally, I’m always ready to learn, although I do not always like being taught.” Formal training and informal learning can be combined to create powerful education opportunities for groups and for individuals. Include personalization in the mix and you have a recipe for almost certain success. It sounds straightforward, but is the implementation of such programs as simple as it seems?

crm for insurance industry  for the Many… Learning for the One: How Successful Organizations Recognize the Difference and Use Technology to Deliver Both Winston Churchill once said, “Personally, I’m always ready to learn, although I do not always like being taught.” Formal training and informal learning can be combined to create powerful education opportunities for groups and for individuals. Include personalization in the mix and you have a recipe for almost certain success. It sounds straightforward, but is the Read More

IFS Applications (v. 7.5) for ERP for Engineer-to-Order (ETO) Manufacturing Certification Report


IFS Applications (v. 7.5) is TEC Certified for online evaluation of enterprise resource planning (ERP) for engineer-to-order (ETO) manufacturing solutions in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

crm for insurance industry  Applications (v. 7.5) for ERP for Engineer-to-Order (ETO) Manufacturing Certification Report IFS Applications (v. 7.5) is TEC Certified for online evaluation of enterprise resource planning (ERP) for engineer-to-order (ETO) manufacturing solutions in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, Read More

Maximizer CRM 12: CRM Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

crm for insurance industry  CRM Certification Report Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. Read More

New Market for Security Insurance


Some insurance companies are now offering policies which protect companies against system, network, and website security losses. What do these policies offer corporations that they don't get in their standard General Liability Insurance Policy coverage?

crm for insurance industry  Market for Security Insurance Event Summary In light of the heightened exposure various companies are facing regarding website, network, and system security compromises, insurance brokers are jumping on the bandwagon, offering customized Security Insurance Polices that protect companies with information technology infrastructures against numerous risks not covered by their required standard corporate General Liability Insurance Policy. Some of the kinds of protections these policies cover are: Loss due Read More

IntegrateIT ERP 123 V7.2.561 for ERP for Distribution Product Certification Report


Technology Evaluation Centers (TEC) is pleased to announce that IntegrateIT product ERP 123 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution in TEC’s ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

crm for insurance industry  ERP 123 V7.2.561 for ERP for Distribution Product Certification Report Technology Evaluation Centers (TEC) is pleased to announce that IntegrateIT product ERP 123 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution in TEC’s ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product Read More

The Forrester Wave: CRM Suites for Large Organizations, Q2 2010


In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered.

crm for insurance industry  Forrester Wave: CRM Suites for Large Organizations, Q2 2010 In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered. Read More

2011 Customer Relationship Management Buyer's Guide: Innovations in CRM


Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors.

crm for insurance industry  Buyer's Guide: Innovations in CRM Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors. Read More

The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

crm for insurance industry  Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how. Read More

Adeon Software House CXInsight for Electronics V5.2.0 for Product Lifecycle Management Certification Report


CXInsight for Electronics (v5.2.0) from Adeon Software House is now TEC Certified for online comparison of discrete product lifecycle management (PLM) software in TEC's Evaluation Centers. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

crm for insurance industry  Software House CXInsight for Electronics V5.2.0 for Product Lifecycle Management Certification Report CXInsight for Electronics (v5.2.0) from Adeon Software House is now TEC Certified for online comparison of discrete product lifecycle management (PLM) software in TEC's Evaluation Centers. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competiti Read More

IFS Applications (v. 7.5) for ERP for Engineer-to-Order (ETO) Manufacturing Certification Report


IFS Applications (v. 7.5) is TEC Certified for online evaluation of enterprise resource planning (ERP) for engineer-to-order (ETO) manufacturing solutions in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

crm for insurance industry  Applications (v. 7.5) for ERP for Engineer-to-Order (ETO) Manufacturing Certification Report IFS Applications (v. 7.5) is TEC Certified for online evaluation of enterprise resource planning (ERP) for engineer-to-order (ETO) manufacturing solutions in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, Read More