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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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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Mondial Assistance Group Shares Best Processes to Improve Quality, Efficiency
Mondial Assistance Group relies on efficient sharing of best practices across business units to provide superior customer service to clients worldwide. By

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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. 

Evaluate Now

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Enhanced Social and Mobile Capabilities for Concurforce


With a projected $0.5 billion in revenues in 2012, Concur Technologies is the leading provider of integrated travel and expense (T@E) management solutions. The company helps individuals and organizations make sure that their expense reports are in tune with their budgets and accounting rules. Concur’s Web-based and mobile solution suite, Concur T@E Cloud, enables businesses to automate and

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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.

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Health Care Payers' Adaptability Road Map for Health Benefit Exchanges


The Patient Protection and Affordable Care Act (PPACA) is aimed at creating state-based health benefit exchanges in the US. The health benefit exchanges are expected to provide individuals and small groups access to affordable health insurance. The Congressional Budget Office predicts that by 2019, about 24 million people will have insurance through these exchanges.The health benefit exchange opportunity before health payers can transform business. Payers should leverage the opportunity calls for a close examination of regulatory requirements that help create a best-fit and faster go-to-market strategy. Find out how.

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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: 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.

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Successful 5010 and ICD-10 transition: An implementation roadmap


The 1996 US Health Insurance Portability and Accountability Act (HIPAA) was enacted to improve the portability of health care coverage. The new 5010 standard, requiring compliance by 2012, is expected to reduce individual companion guide requirements and promote consistent implementation across trading partners. Download this report to learn about a methodology designed to address transition challenges and help leverage the transition for competitive advantage.

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Secure Analytics: Maximizing Data Quality and Minimizing Risk for Banking and Insurance Firms


Do you use real customer profiles and statistics to drive marketing efforts, or real employee data for salary or benefit analysis? While these activities are critical to success, they can put you at risk for a data breach. But with a data security system, you can maintain the data’s original properties, while giving clearance for key business activities to proceed. Learn how to assure your sensitive data is protected.

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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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What Do Modern Knowledge Workers Need?


In many service industries, such as financial, insurance, utilities, healthcare, government, and others, case management is the lifeblood of the business. These highly unstructured (dynamic or adaptive, if you will) processes where the next process step’s best action depends on the outcome of the previous step require apt human process stewards, a.k.a. “knowledge workers.” These knowledge workers,

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frontpath Announces Mobile Internet Appliance


Continuing the onslaught of 'Internet appliances', S3 subsidiary frontpath announced its first product, called ProGear. Unlike most current appliances, this mobile unit is business-focused and aimed at selected vertical markets.

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Executive Brief: 3 Key Success Strategies for Insurance, Banks, and Financial Services


Financial services organizations are always looking for ways to improve business processes to implement tighter control—and improve the bottom line. But finding new ways to boost efficiency is challenging. One strategy for success is to improve the use and allocation of resources in order to eliminate errors from duplicate data entry. Discover more about this strategy and two others, as well as how they can benefit you.

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SAP Cloud for Travel: A Newcomer Market Challenger


Rising travel costs, increasing business travel in this age of globalization, including online bookings across multiple sites, and increasing costs to process expenses all drive the development of travel and expenses (T&E) solutions. TEC’s P.J. Jakovljevic looks at SAP Cloud for Travel, and describes how recent enhancements in the product offer travelers and organizations additional choice and efficiencies for T&E management.

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The Magic Behind Planning and Executing (Optimal) Service Supply Chains - Part 2


Part 1 of this series established that service supply chains have many planning levels and time horizons, which can be roughly divided into the following: the immediate period around the day of service, and forecasting and planning for the day of service. My post then expanded on the various approaches to tame the challenges on the actual day of service. The most advanced

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