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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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Compare Software Solutions
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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 national seniors travel insurance


The Paperless Office: Accepting Digitized Data
Of the many industries that are attempting to go paperless, the insurance industry has been on the leading edge of a completely digital environment. For

national seniors travel 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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The Store of the Future


The big hit of the National Retail Federation show was the Metro Group's Store of the Future. The budget for this extravaganza - it appears to have been underwritten by some of the biggest technology firms in the world.

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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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Case Study: Old National Bancorp Mitigates E-mail Risks and Meets the Needs of Clients and Regulators


Indiana, US-based Old National Bancorp owns multiple financial services operations and offers a range of services. With over 3,000 employees, the bank needed a comprehensive policy-based e-mail retention plan to address compliance, legal discovery, and the exponential growth of message stores. Learn how an e-mail retention solution helped the bank meet compliance, scalability, and information life cycle management needs.

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ORSA, the Corner Stone of the Solvency II Regime


The move toward principle-based regulations across the European insurance world puts a strong emphasis on corporate governance programs. Under their Own Risk and Solvency Assessment (ORSA) plans, insurance firms have to align their enterprise risk management processes with their strategic business plans. This article looks, in more detail, at some of the main Solvency II ORSA requirements, and how European insurance companies can use enterprise risk management platforms to support these key management needs.

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Login Software


Established in 1989, Login Software has been providing Specialized Management Information System Solutions to international and national companies locating in Turkey.

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11 Steps for Scaling a Startup


Establishing a startup’s business infrastructure early—that is, establishing support in the areas of legal, accounting, tax, insurance, and human resources (HR)—provides a number of critical benefits for any entrepreneur to consider. This paper discusses suggestions for management teams that will facilitate establishment of an appropriate infrastructure.

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Global IT Evaluator Teams Up with Leading, National Consultancy to Help Businesses Compare Software Better


Access Enterprise Solutions (AES) and Technology Evaluation Centers (TEC) announce the launch of a new alliance that will provide customer-centric, locally focused, value-added business solutions for those seeking IT and ERP functional and technical expertise, supported by impartial analyst-vetted software selection assessments.

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Adrenalin Case Study: Bharti AXA Life Insurance




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Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base 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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Managing Global Supply Chain


As international competition becomes more intense and as national barriers for trade gradually reduce, the era of global business is here to stay. Increasingly the difference between success and failure in the global marketplace will be determined not by the sophistication of product technology or marketing communication, but by the way in which the global supply chain is controlled and managed.A global supply chain has to be agile and flexible enough to cope with differences in customer requirements and yet should be able to reap the benefits of focused manufacturing in terms of economies of scale.

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