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

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CRM: Big is Not Always the Best


Customer relationship management (CRM) solutions can range from simple contact managers (for a few hundred dollars) to multimillion-dollar enterprise applications that take years to implement. This is why over-buying a CRM system can be one of the most costly mistakes a company can make. But where should you start your research? And what steps should you take after that?

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What Is the Value Proposition of Support and Maintenance?


Mature systems in any enterprise require an approach different from newer implementations to software support—one that focuses on customization, interoperability, and performance support. Yet despite this fact, most vendors continue to offer the same one-size-fits-all models of support.

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Aptean Announces Saratoga CRM 6.8.1


Aptean has launched Saratoga 6.8.1, a new version of its customer relationship management (CRM) solution. Saratoga CRM is a Web-based software solution known for its capabilities to support global organizations in the chemicals, consumer products, energy, insurance, and selected manufacturing industries. The solution addresses the needs of both internal customer facing teams (sales,

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Guidewire Performance Management Guide


Insurance organizations are constantly replacing legacy systems and practices with streamlined ones that help them compete better. This brochure from Riverbed looks at Guidewire.

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How Missing Metadata Affects Text Optimization


When portable document format (PDF) documents are used for medical records, insurance policies, judicial statements—or anywhere that timely and efficient processing of documents is required— inaccurate or illegible characters are unacceptable. Learn how missing or incorrect metadata affects onscreen text rendering in PDF files, and find out how to minimize or prevent the effects of missing metadata.

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The Need and Value of a CIO Coach


In today’s challenging economic environment, companies require effective IT executive leadership. As part of the executive team, the chief information officer (CIO) develops and executes strategies that create competitive advantages for revenue growth. But knowing which tools to use—and when and how to use them—to protect current assets is key to a CIO coach’s success. Learn more about making better IT decisions.

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Do You Want to Profile Performance or Predict It?


This commentary describes the profiling approach to pre‐employment assessment, compares it to the predictive approach to assessment, and discusses some of the major issues with the profiling methodology. It then describes the results of an analysis comparing the effectiveness of the two methods in selecting insurance sales agents. Read this white paper to learn more about profiling approaches.

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Workday Tackles Big Data in the Cloud


At the recently held Workday Rising 2012 conference, Workday unveiled big data analytics for its users in human resources (HR) and financial departments. Workday plans to deliver big data capabilities (with no hardware required) to map and process external data sources and streams. One of Workday's design principles was to provide embedded contextual (relationship-aware) and fast in

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Mistakes in Performance Management


Performance reviews are typically based on the definition of what an employee was originally hired to do. However, appraisal systems fail to address the fact that jobs change as the business environment evolves. Performance management systems should thus deal with critical focus areas rather than basic functions. Appraisal without these objectives in mind risks being a total waste of time.

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