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Insurance & Technology
March 18, 2005
Peggy Bresnick Kendler |
Optimizing Multi-Channel Sales force automation and enterprise incentive compensation systems not only help make insurers' sales efforts more productive, they also improve customer service, customer retention and compliance.   |
Insurance & Technology
July 12, 2006
Maria Woehr |
Digging for Dollars The insurance agent often is portrayed as going door to door with an oversized briefcase brimming with paper applications. While that might have been so in the 1950s, today, selling insurance means connecting with the customer, and it takes more than just a smile and a shoeshine. It takes knowledge. |
Insurance & Technology
August 26, 2007
Peggy Bresnick Kendler |
Workers' Compensation Carriers Agree: Business Intelligence, Analytics Critical To Market Success Industry experts discuss how improved data management and automation of manual processes are key to helping workers' compensation carriers build share in an increasingly competitive market. |
Insurance & Technology
September 14, 2004
Anthony O'Donnell |
The Power of One Creating a single, unified technology infrastructure built with an eye to future channels can make taking advantage of insurance market opportunities easier and much less costly. |
Bank Technology News
June 2004
John Adams |
Banks Aim To Stem Huge Losses Waste claims up to eight percent of incentive pay. A growing number of banks are turning to technology to stem the tide, particularly with regulators, investors and CFOs all casting a watchful eye on waste in corporate spending. |
Insurance & Technology
September 1, 2007
Anthony O'Donnell |
Legacy Systems Yield To Modern Technologies The continued success of newer technology platforms is clarifying the likely future state of policy admin systems and reshaping how insurance carriers large and small think about legacy migration. |
Insurance & Technology
November 17, 2004
Anthony O'Donnell |
Terms of Replacement Legacy replacement can go quickly or slowly but, given what vendors can offer today, the case for moving to newer technology is more compelling than ever. |
Insurance & Technology
December 20, 2004
Anthony O'Donnell |
Passing the Spitzer Test The New York Attorney General's deep probe into the insurance industry will result in greater-than-ever demands for transparency in carrier-distributor relationships. |
Insurance & Technology
February 1, 2006
Cynthia Saccocia |
Value-Added Sales Services Improve Producer Productivity Insurers that demonstrate that they can help producers make more money can differentiate themselves from the competition. To create long-term competitive advantage, carriers must incorporate value-added sales services to their efforts. |
Insurance & Technology
May 14, 2005
Peggy Bresnick Kendler |
Rethinking Policy Admin Here, industry experts discuss how legacy systems can hamper insurers' abilities to grow and be flexible and how next-generation policy administration systems can deliver increased efficiency and improved customer service. |
Insurance & Technology
February 8, 2004
Jamie Bisker |
Core Systems: Journey to the Center of Insurance An analysis of the state of core systems, and how to create renewable systems, in the insurance industry |
CRM
January 1, 2008
Colin Beasty |
Tech Solution: Sales Compensation Management Business Problem: Inability to drive a sales force's behavior, rapidly deploy new sales plans, or effectively track and pay compensation and bonuses. |
Insurance & Technology
May 16, 2007
Susana Schwartz |
Drive For Automation Causes Insurance Carriers To Integrate The Internet has yielded more choices among comparative raters and aggregators, thus elevating agents to a more powerful position as the gatekeepers to multiple company ratings. |
Insurance & Technology
September 14, 2006
Maria Woehr |
One Charter to Rule Them All? Insurers, analysts and vendors are weighing the benefits and risks of the National Insurance Act of 2006 - a plan to adopt an optional federally chartered regulatory system - as well as the impact the federal regulation could have on IT systems. |
Insurance & Technology
November 25, 2003
Greg MacSweeney |
Tapping EIM Growth In order to tap into the enterprise incentive management market in financial services, estimated to grow at a compound annual growth rate of 40 percent through 2005, Callidus Software has partnered with IBM. |
CRM
October 2007
Marshall Lager |
Pay Day You track your sales team's numbers - and so does each member of the team. Here's what you need to know about the business of sales compensation, and how you can make it work for all of you. |
U.S. Banker
September 2008
Brian Dunn |
Is Compensation a Villain Of the Credit Crisis? There is likely to be a broad and deep investigation into Wall Street's compensation plans where there is a clear mismatch between performance and pay. |
Insurance & Technology
February 1, 2006
Phil Britt |
A Web of Support There has been an upturn in insurers' investments in Web-based tools that enable agents to work more efficiently and, through those efficiencies, sell more, increase commissions and make more money for the companies they represent. |
CRM
May 2004
David Myron |
Is Your Compensation Plan Undermining Your CRM Initiative? How to create incentive plans that are in line with your corporate strategy. |
Insurance & Technology
August 7, 2008
Anthony O'Donnell |
Policy Admin System Replacement: Insurers Shift Focus From Systems to Functionalities Interboro Insurance Co.'s policy administration replacement initiative was in key respects a classic case. |
Financial Advisor
April 2007
Rebecca Pomering |
The Eat-What-You-Kill Model For advisory firms, the eat-what-you-kill, production-based compensation model inevitably promotes personal development of business and thus implicitly undermines teamwork, integration and sharing of clients, ideas and knowledge. |
CRM
June 2013
Jim Dickie |
Taking SPM Out of the Dark Ages Over the past few years, there has been a lot of innovation coming out of the SPM segment of the CRM 2.0 space. There are new solutions remove barriers to payment plan success. |
CRM
December 2010
Jim Dickie |
CRM's Most Underutilized Feature The industry needs to overcompensate for its tragic misuse of compensation management |
Insurance & Technology
May 18, 2004
Julie Gallagher |
IT Isn't Tapped for Compliance The insurance industry fails to embrace the full business value of IT when it comes to addressing regulatory requirements and instead relies primarily on manual processes and ad hoc measures |
CRM
October 2015
Denis Pombriant |
Today's Business Is All About the Process It's what happens before and between transactions that will make your company stand out |
Financial Planning
August 1, 2011
Bogan & Doss |
Compensation Challenge Designing a compensation strategy that supports a firm's philosophical framework while also acknowledging its financial resources and goals helps ensure an effective plan that promotes the growth of people and profits. |
Insurance & Technology
January 5, 2007
Paul McDonnell |
It's a 'Buy' World This is an exciting time in the insurance industry, with several factors leading carriers to make key technology decisions in 2007. Carriers choosing to implement new solutions should recognize the critical need for flexible integration architecture. |
Financial Advisor
September 2009
David Lawrence |
Costly Mistakes As financial advisors create their own team practices or go independent and set up independent RIA firms, one of the biggest challenges they face is designing a compensation plan for themselves and those who work with them and for them. |
CRM
March 1, 2006
Marshall Lager |
Compensation Problems? Please Hold for Callidus Sprint rings up experts to revamp its commission payment system. Switching to Callidus TrueComp enabled the company to complete 26 consecutive submissions successfully and on time. |
Insurance & Technology
January 25, 2005
Cynthia Saccocia |
Did You Say Controlled Tech Spending? Aw, Not Again! Insurance is an industry that reacts decisively to its business cycles and urgently to intrusions of reality such as catastrophic claims, economic issues and regulation. |
Managed Care
June 2001 |
Incentives make the difference During 2000, favorable incentive policies helped employees of integrated health plans to enjoy larger percentage increases in base pay and total cash compensation than employees of integrated health care providers... |
CRM
December 1, 2006
Marshall Lager |
Telus: How to Achieve ROI By putting its salespeople on Callidus TrueComp, Telus Communications reduced incentive overpayments by 60%, recovered 52,500 days of selling time, and cut incentive management administration costs by $560,000 annually. |
Insurance & Technology
April 20, 2010
Peggy Bresnick Kendler |
Virtual Roundtable: The Imperatives of Infrastructure Successfully responding to rapidly changing market conditions requires a flexible technology architecture. |
CRM
January 2006
Colin Beasty |
Dangling the Carrot: Drive Your Sales Force to Profitability Selecting and implementing the proper sales compensation tool to drive and motivate your sales force is more important than ever. |
InternetNews
October 20, 2006
Michael Hickins |
Chris Cabrera, CEO, Xactly The SaaS evangelist explains why sales-force compensation will be the next big application to ride the on-demand wave. |
InternetNews
September 6, 2005
Susan Kuchinskas |
Xactly Enters On Demand Arena With Incent Xactly is a new company that focuses on adding intelligence to sales commissions. |
Insurance & Technology
January 17, 2006
Cynthia Saccocia |
Managing in the Best and Worst of Times The insurance industry leaders - from megaglobal insurers to small regional or niche carriers - are achieving excellence by concentrating on profitable growth and competitive advantage. |
PHONE+
December 30, 2009
Sievers & Henderson |
Compensation: How Is an Agent Paid? For an agent, the conventional boss/employee relationship and the regular paycheck fall by the wayside to make room for more sophisticated, and sometimes complicated, monetary arrangements. |
CRM
December 2009
Christopher Musico |
Re:Tooling -- Sales Compensation Management: Always Be Selling Streamline and automate how sales professionals are compensated so they can focus on what they do best: selling. |
Insurance & Technology
February 8, 2004
Greg MacSweeney |
Compliance, Web Services And XML Star in 2004 Insurers will begin to roll out effective Web services initiatives, while striving to comply with a myriad of regulations, industry experts predict. |
Investment Advisor
June 2010
Inveen & DePardo |
Paying to Fail The third of our quarterly features drawing on the 2009 FA Insight Study of Advisory Firms: People and Pay. |
Insurance & Technology
July 10, 2008
Brady Polansky |
Technology Must Be Seamless and Consistent Between Carriers Insurers have to enable Web services to agencies in a way that it becomes seamless. |
Insurance & Technology
September 15, 2009
Nathan Conz |
CSC Launches FS Mobile Solutions, Partners with Blackberry CSC has announced the launch of Financial Services Mobile Solutions, which includes mobile software applications, consulting and management services. |
Insurance & Technology
July 11, 2008
Karen Pauli |
Integrated Agency Management Systems Key to Improving Agent Performance and Efficiency Agents want fully integrated systems that offer a single entry of data, a single view of the customer, and mobile and real-time functionalities. |
Insurance & Technology
November 22, 2007
David West |
The Three R's Will Drive Carriers' Fates in 2008 The manner in which carriers respond to risk, revenue and regulation in 2008 will determine their fates in 2009 and beyond. |
Insurance & Technology
July 30, 2010
Karlyn Carnahan |
The Claims Modernization Opportunity Currently available claims systems provide both the efficiency and service capabilities insurers need to make the business case for transformation. |
Insurance & Technology
February 5, 2010
Anthony O'Donnell |
IVANS: P&C Insurers Prioritize Retention, Compliance and Operational Transformation in 2010 IT Spend Facing a negative outlook, insurance carriers are investing in IT to shore up their customer base, prepare for an evolving regulatory compliance regime, find customer retention, and find new sources of efficiency. |
Insurance & Technology
February 9, 2004
Julie Gallagher |
No Rest for the Compliance Weary in 2004 Many insurance carriers are playing post-deadline compliance catch-up in 2004. |
Bank Technology News
July 2006
John Adams |
HR Management: Automating Pay Incentives is a Bonus New Century and North Fork are finding the benefits in automating work flow and compensation range from lower costs to higher accuracy and transparency. |
Insurance & Technology
February 9, 2004
Greg MacSweeney |
2004 Top Insurance Business/Technology Issues This special report takes a look at some of the top business issues that insurance carriers will face this year and how technology can help make their challenges easier. |
