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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 billing specialist duties


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

insurance billing specialist duties  banks, securities firms, and insurance companies was repealed in November of 1999. Its repeal is creating opportunities for CRM vendors as well as for financial services firms. Competitive pressures over the past 11 months have forced financial services firms to broaden and reorganize their product offerings around the needs of the customer. The reorganization also brings the need for these large organizations to collect and share customer data across divisions and other organizations. This has created a

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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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Methods of Linux Bare-metal Restore and Disaster Recovery


When it comes to disaster recovery (DR) software, companies should think of it as an insurance policy—not just software that recovers lost data. Being prepared for disaster makes good business sense, but oddly enough, few companies are. Because Linux distributions don’t include DR tools, companies must look to a file-based recovery solution that can recover the entire system and eliminate the need to rebuild.

insurance billing specialist duties  of it as an insurance policy—not just software that recovers lost data. Being prepared for disaster makes good business sense, but oddly enough, few companies are. Because Linux distributions don’t include DR tools, companies must look to a file-based recovery solution that can recover the entire system and eliminate the need to rebuild. Read More

FlexiFinancials Suite


Flexi develops the FlexiFinancials suite of enterprise financial accounting software, which is geared primarily to the banking, insurance, and financial services industries. Flexi also provides implementation and support services for FlexiFinancials. Flexi’s accounting capabilities help companies streamline their business processes and the product’s technology allows for seamless integration with their current applications through powerful and flexible APIs using Web services or COM+. Flexi's applications provide the flexibility to operate on various database platforms including Oracle and MS SQL Server. The fully integrated enterprise resource planning (ERP) accounting suite includes modules for general ledger, accounts payable, accounts receivable, fixed assets, purchasing, and projects. Flexi products also have built-in capabilities to help address internal security regulations and external compliance issues such as Sarbanes-Oxley (SOX) and the Health Insurance Portability and Accountability Act (HIPAA).      

insurance billing specialist duties  (SOX) and the Health Insurance Portability and Accountability Act (HIPAA). Read More

Building the Customer-centric Enterprise


The insurance industry’s turn from an underwriting-oriented vision to a customer-centric view has been painfully slow. Success isn’t just a matter of delivering superior products and services, but of incorporating customer insight into enterprise strategy on an ongoing basis. Learn how you can use your customer segment data for customer analytics that can help you determine which segments to grow and which to retain.

insurance billing specialist duties  the Customer-centric Enterprise The insurance industry’s turn from an underwriting-oriented vision to a customer-centric view has been painfully slow. Success isn’t just a matter of delivering superior products and services, but of incorporating customer insight into enterprise strategy on an ongoing basis. Learn how you can use your customer segment data for customer analytics that can help you determine which segments to grow and which to retain. Read More

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.

insurance billing specialist duties  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 Read More

ITCube Solutions


ITCube Solutions, a Microsoft Gold Certified Partner, is a specialist in creating custom solutions using Microsoft SharePoint products and technologies.

insurance billing specialist duties   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 billing specialist duties  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

Property Developer Builds Online Sales Success


Peet Limited is Australia’s largest specialist residential land developer, managing around 70 company-owned, syndicated, and joint-venture projects. Peet has significantly enhanced its Web-based property sales success rates thanks to a customer relationship management (CRM) solution hosted and supported by Zavanti. Today approximately 50 percent of all of Peet’s property sales are generated from its online CRM solution.

insurance billing specialist duties  property development CRM, CRM solution, online CRM, customer relationship management software Read More

Case Study: ABB AG


ABB, a specialist in energy and automation technology, needed a business intelligence (BI) and corporate performance management (CPM) solution in order to support varied business needs and processes such as sales control, management reporting, and planning. But the BI software ABB chose couldn’t cope with all the requirements for integrating analysis, planning, and reporting. Learn about the new BI solution ABB deployed.

insurance billing specialist duties  Board,performance management,business performance management,performance management and,performance management software,management reporting,analysis and planning,of performance management,corporate performance management,performance management in,bi tools,sales control,for performance management,performance management systems,bi system Read More

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.

insurance billing specialist duties  Key Success Strategies for Insurance Banks and Financial Services If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader.   Established in 1993, Technology Evaluation Centers, Inc. (TEC) is the first web-native technology research enterprise. TEC provides decision support systems (DSS) that enable stakeholders to objectively identify the software products that best fit their company's unique business and systems requirements, and that Read More

Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

insurance billing specialist duties  CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution. Read More

Mastering SAP CRM Sales: Turn Insights into Action


Knowledge acceleration for customer relationship management (CRM) sales can help you work more effectively with analytics and functions such as billing and orders to ensure efficiency while reducing errors. Learn about software-based courses designed to help sales professionals understand and master the essential functions within CRM sales.

insurance billing specialist duties  SAP CRM Sales: Turn Insights into Action Knowledge acceleration for customer relationship management (CRM) sales can help you work more effectively with analytics and functions such as billing and orders to ensure efficiency while reducing errors. Learn about software-based courses designed to help sales professionals understand and master the essential functions within CRM sales. 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 billing specialist duties  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

CC&B for the Telecommunications Industry RFI/RFP Template


CC&B Core Requirements, Packages, Discounts, and Promotions, Mediation, Retail Rating and Billing, Billing for New Generation Services, Wholesale and Interconnect Billing, Customer Care, Provisioning and Activation, Accounts Receivable, Financial Systems, Reporting, Electronic Bill Presentment and Payment Services, Revenue Assurance, Multinational Requirements, Technical Requirements

insurance billing specialist duties  B for the Telecommunications Industry RFI/RFP Template The CC&B for the Telecommunications Industry RFI/RFP Template lists and describes 2267 features and functions found in CC&B for the Telecommunications Industry software solutions. This CC&B for Telecommunications Industries Template can help you save time, control costs, and communicate clearly with vendors at nearly every stage of your CC&B for the Telecommunications Industry software selection projects. Features and functions included in this CC&B Read More

Looking for a Better Way


Accounting firm Fox and Fiorino P.A. knew there had to be a better way to take care of billing. With most of its billing being entered manually, no real-time reporting was available to ensure accuracy. So in 2003, the company implemented BillQuick. With this automated time-keeping and billing solution, Fox and Fiorino has improved the quality of its information, reduced overtime, and increased revenues and cash flow.

insurance billing specialist duties  for a Better Way Accounting firm Fox and Fiorino P.A. knew there had to be a better way to take care of billing. With most of its billing being entered manually, no real-time reporting was available to ensure accuracy. So in 2003, the company implemented BillQuick. With this automated time-keeping and billing solution, Fox and Fiorino has improved the quality of its information, reduced overtime, and increased revenues and cash flow. Read More