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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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 insurance submissions


How Can Insurance Carriers Retain and Reward True Producers?
The enterprise incentive management and sales performance management market is evolving rapidly. Callidus Software remains the vendor of choice for some of the

insurance submissions  common occurrence in the insurance industry is duplication of data or effort, which leads to inconsistencies, difficulties in updating information, and a reduction in business agility. In addition, the inability to track submissions to government agencies often puts companies at risk of noncompliance. This is part one of the series How Can Insurance Carriers Retain and Reward True Producers? In part two, Callidus's TrueProducer EIM/SPM solution, designed to address problems specific to the insurance

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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 Software Evaluation Report

This CRM Software Evaluation Report supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the Software Evaluation Report has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. 

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Documents related to » insurance submissions

The Business Need for CRM for Large and Medium Sized Enterprises


The software for business market developed in response to large organizations’ need to manage their assets and main activities. Be it customer relationship management (CRM), human capital management (HCM), or enterprise resource planning (ERP), initially only large enterprises were able to commission and acquire such products. But as with anything else that grows successfully in our global economy

insurance submissions  CRM for financial and insurance markets, enterprise marketing management (EMM), quote-to-order (Q2O) systems, and sales force automation (SFA), as well as general CRM solutions. Call for Vendor/VAR Submissions The undertaking of putting together a buyer’s guide cannot be done without the help of TEC’s vendor and VAR community. Interested CRM vendors are welcome to submit case studies or success stories before February 22nd. Read More

Case Study: Euclid Insurance


Euclid Insurance needed to allow clients and carriers to securely transfer sensitive data without straining the company’s IT resources or forcing use of cumbersome encryption keys. Euclid standardized its data security with an online data storage solution. Find out about the benefits, including secure online file sharing and collaboration; auditable document access for regulatory compliance; and lower cost of operations.

insurance submissions  Study: Euclid Insurance Euclid Insurance needed to allow clients and carriers to securely transfer sensitive data without straining the company’s IT resources or forcing use of cumbersome encryption keys. Euclid standardized its data security with an online data storage solution. Find out about the benefits, including secure online file sharing and collaboration; auditable document access for regulatory compliance; and lower cost of operations. Read More

Case Study: Celina Insurance Group


Celina Insurance Group, a mutual insurance carrier that serves eight states in the midwestern US, wanted to increase competitiveness against larger insurance carriers by integrating independent agents into business processes and providing superior services and support. Find out how a new collaborative extranet helped the company reduce policy turnaround times, improve service to agents and customers, and more.

insurance submissions  Study: Celina Insurance Group Celina Insurance Group, a mutual insurance carrier that serves eight states in the midwestern US, wanted to increase competitiveness against larger insurance carriers by integrating independent agents into business processes and providing superior services and support. Find out how a new collaborative extranet helped the company reduce policy turnaround times, improve service to agents and customers, and more. Read More

Reaching the Peak of CMMI: How Fast Can You Climb?


Implementing Capability Maturity Model Integration (CMMI) at Maturity Level 5 enables an organization to optimize its performance. Learn about the critical success factors for CMMI High Maturity level appraisals; world-class practice for establishment and coaching of a local SEPG group; and the secrets of one organization’s rapid implementation of CMMI High Maturity practices.

insurance submissions  Korea (LG CNS, LG Insurance Sector) reached this pinnacle in October 2005 having successfully reached Maturity Level 5 after achieving Maturity Level 3 just twelve months earlier. Though this speedy rise cannot be accomplished by every organization, there are certain attributes, practices, and lessons learned that can be applied to help manage change, improve processes, and rapidly transform performance. I was given the privilege of leading this successful Maturity Level 5 appraisal, which provided Read More

Benefits Management Benchmark: Technology Automation and Employee Self-service


To many executives, health insurance cost increases are as predictable as death and taxes. That’s why best-in-class organizations are embracing strategies which optimize benefit cost per employee. To succeed, these companies focus on wellness programs, clear communications about benefits choices, and benefits automation as part of an integrated system. And to compete effectively, other organizations will need to follow suit.

insurance submissions  To many executives, health insurance cost increases are as predictable as death and taxes. That’s why best-in-class organizations are embracing strategies which optimize benefit cost per employee. To succeed, these companies focus on wellness programs, clear communications about benefits choices, and benefits automation as part of an integrated system. And to compete effectively, other organizations will need to follow suit. Read More

The Wizardry of Business Process Management - Part 3


Part 1 of this blog series provided a lengthy discussion about business process management’s (BPM's) necessary parts and parcels, and the software category’s value proposition. At the end of the article, I mentioned my recent attendance of a witty presentation that attempted to explain the essence of BPM via some humor and metaphor of the classic “Wizard of Oz” movie. Namely, on March 23, 2009,

insurance submissions  would work at an insurance call center : Receive – A New York customer wants to add boat coverage to his homeowners and auto insurance plan. He or she goes to the online portal, gets partially through, but has questions about what happens if he or she moors in Maine in the summer, but brings the boat back for storage in New York in winter. He or she picks up the phone, switching from the Web to the phone channel. Research  – In the background, the system pre-determines that the local insurance Read More

The Executive Guide to Contract and Chargeback Management


Life sciences companies are struggling to manage large group purchase organization (GPO) contracts, process chargeback submissions, and ensure that pricing policies comply with regulatory requirements. Costs and risks are escalating as these demands outstrip the capabilities of existing systems. Learn how contract and chargeback management solutions can help you maximize growth while limiting regulatory risk.

insurance submissions  Executive Guide to Contract and Chargeback Management With deductions from chargebacks ranging from 2 to 15 percent of gross revenue, manufacturers of all sizes recognize that this single aspect of their business can determine whether or not they can achieve and sustain profitability. They know that accurate adjudication of chargebacks is critical to their ability to demonstrate Medicare/Medicaid pricing compliance, and that fines for improper government pricing can range from tens of millions to Read More

Case Study: Financial Services Industry


The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excel­based tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its customer base and derive greater profits from existing customers.

insurance submissions  banking, investment management and insurance. To maintain the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excel­based tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its customer base and derive greater profits from existing customers. Read More

Onyx-Delivering Excellence in Insurance


Customer process management (CPM)—the convergence of customer relationship management (CRM) and business process management (BPM)—can deliver significant gains in efficiency and standardization for insurance companies. Whether it’s providing real-time quotations for insurance policies, identifying cross-selling and renewal opportunities, or managing claims, CPM extends across the enterprise to ensure that each customer interaction becomes an opportunity for service excellence.

insurance submissions  Delivering Excellence in Insurance Customer process management (CPM)—the convergence of customer relationship management (CRM) and business process management (BPM)—can deliver significant gains in efficiency and standardization for insurance companies. Whether it’s providing real-time quotations for insurance policies, identifying cross-selling and renewal opportunities, or managing claims, CPM extends across the enterprise to ensure that each customer interaction becomes an opportunity for serv Read More

Salesforce.com Offers Financial Industry Solutions


Salesforce.com announced Salesforce1 for Financial Services, with the idea to better help retail banks, wealth management companies, and insurance providers attract, connect with, and retain customers. The cloud platform leader expects significant demand for customer relationship management (CRM) solutions from private enterprises and governmental organizations.

insurance submissions  wealth management companies, and insurance providers attract, connect with, and retain customers. The cloud platform leader expects significant demand for customer relationship management (CRM) solutions from private enterprises and governmental organizations operating in the following six global industries: financial services/insurance, healthcare/life sciences, retail/consumer products, communications/media, public sector, and automotive/manufacturing.   Having dealt with its customers’ business Read More

EdgeWave


EdgeWave develops and markets innovative secure content management (SCM) solutions including iPrism Web Security and the ePrism Email Security Suite with next generation solutions for email filtering, continuity, data loss protection, encryption and archive. EdgeWave information security products are used in service provider markets, and enterprises of all sizes across most commercial markets including healthcare, manufacturing, finance, insurance, real estate, and public administration, as well as educational institutions and state/local governments. The company’s award winning solutions can be delivered as hosted, on-premise, and hybrid services.

insurance submissions  including healthcare, manufacturing, finance, insurance, real estate, and public administration, as well as educational institutions and state/local governments. The company’s award winning solutions can be delivered as hosted, on-premise, and hybrid services. Read More

Sizing the Enterprise Incentive Management Opportunity-And the Challenges Ahead


Pure-play enterprise incentive management (EIM) vendors who have focused on providing the capability to manage highly complex compensation systems will be well positioned to take advantage of the major growth projected in the EIM market.

insurance submissions  growth prediction in the insurance industry, where EIM solutions are primarily driven by bonus and commission payouts, but there is also a projected increase of insurance sales agents through 2014 that should boost EIM expenditures. Distribution channel management has become a key differentiator for insurance companies in the current difficult investment and claims environment. Namely, the insurance industry has become increasingly focused on brokers and alternative distribution channels over the past Read More

HIPAA Compliance and the eSureIT Online Backup Service


The US Health Insurance Portability and Accountability Act (HIPAA) of 1996 applies to health care providers, health plans, and clearing houses that electronically maintain or transmit health information. Among other things, these entities are required to have data backup plans, disaster recovery plans, and emergency mode operation plans. Fortunately, there is a way to meet these security and contingency requirements.

insurance submissions  Service The US Health Insurance Portability and Accountability Act (HIPAA) of 1996 applies to health care providers, health plans, and clearing houses that electronically maintain or transmit health information. Among other things, these entities are required to have data backup plans, disaster recovery plans, and emergency mode operation plans. Fortunately, there is a way to meet these security and contingency requirements. Read More

Initechs


INITECHS provides supply chain solutions to small and medium-sized businesses. The company's founders and core management have years of combined experience in logistics and distribution systems, information technology, and telecommunications. This includes expertise in supply chain management (SCM), manufacturing resource planning (MRP), warehouse management systems (WMSs), inventory, transportation management systems (TMSs), banking, insurance, and telecom applications. INITECHS is headquartered in Marietta, Georgia (US), and has offices in Singapore.

insurance submissions  management systems (TMSs), banking, insurance, and telecom applications. INITECHS is headquartered in Marietta, Georgia (US), and has offices in Singapore. Read More