insurance brokerage

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Insurance Brokerage Saves $3 Million, Boosts Competitiveness With Unified Communications

Extend Health was experiencing 100 percent annual growth and bumping against the scalability limits of its Cisco-based call center. To eliminate those limits, the company turned to a custom solution based on Microsoft unified communications technologies. The solution immediately scaled to support almost twice as many agents as the Cisco...

Tags: Agent, Outsource, Unified Communications, Scalability, Microsoft Corp., Insurance Brokerage, Real Estate, Outsourcing, Insurance, Collaboration, Business Operations, It Operations, Outsourcing & Subcontracting, Corporate Insurance

Case studies 2009-07-29

Insurance Brokerage Saves Eight Hours Per Day With Comprehensive Technology Solution

Roper Insurance is passionate about exceeding customer expectations - an objective that requires time and attentiveness, plus a comprehensive technology solution. The company deployed Microsoft Dynamics CRM Online, Microsoft Exchange Server 2003, and Windows Small Business Server 2003 plus the 2007 Microsoft Office system and Windows Vista Business to shave...

Tags: Microsoft Exchange Server, Microsoft Corp., Insurance Brokerage, Roper Insurance, Microsoft Windows, E-mail Servers, Insurance, Microsoft Windows Vista (Longhorn), Financial Planning, Groupware, Operating Systems, Software, Enterprise Software, Business Operations, Corporate Insurance, Finance

Case studies 2008-12-12

Additional Resources

MProfit 4.0 (Windows)

MProfit is easy to use and feature-rich portfolio management software for Indian investors. It is also very useful for Non Resident Indians. It gives you total control over your investment. It provides complete information about net worth, performance and diversification of individual and family group portfolios. Innovative reporting module gives...

Tags: Microsoft Windows, MProfit Software, MProfit, Insurance, Financial Planning, Mutual Funds, Retirement Plans, Investment, Business Operations, Corporate Insurance, Finance, Human Resources, Benefits

Software downloads 2009-10-12

Agile Foundation for Competitive Advantage: Oracle Tuxedo Enables Speed, Innovation, and Efficiency in Financial Services

Unrelenting competition is transforming the financial services industry, spurring firms to reinvent themselves to win customers and asset share. At the same time, organic growth, operational costs reduction, and risk and regulatory compliance remain among the most pressing issues facing financial institutions today. As financial institutions seek new ways to...

Tags: Innovation, Oracle Corp., Financial, Financial Service, Competitive Advantage, Financial Company, Financial Planning, Financial Services, Financial Accounting, Finance

White papers 2009-01-01

An IT productivity horror story

An IT productivity horror storyMiddlemen1, Speculating on your unconfirmed report, is there any love lost between the insurance companies and the independent insurance brokers? Relationships between suppliers and independent brokers tend to change over time. If the companies are after the margins of the brokers, automated communication may be the...

Tags: Financial Planning, IT productivity, information technology, insurance, insurance company

Discussion threads 2008-07-07

BI Analytics for Dynamics CRM Helps Interdyn Deliver Business Intelligence

Interdyn AKA is a leading Microsoft Gold Certified Partner dedicated to the implementation, training and support of the Microsoft Dynamics line of products including Microsoft Dynamics GP Great Plains, Microsoft Dynamics AX Axapta and Microsoft CRM, as well as Microsoft based portals and Business Intelligence BI solutions. Interdyn AKA, a...

Tags: Microsoft Dynamics, Microsoft Corp., CRM, Strategy Companion, Interdyn AKA, Pricing, Business Intelligence, Tools & Techniques, Customer Relationship Management (CRM), Enterprise Software, Advertising & Promotion, Databases, Marketing, Software, Data Management, Management

Case studies 2008-04-14

Commonwealth Bank CIO: Michael Harte - Transcript

ZDNet Australia: Welcome to the CIO Vision Series, where we have with us as our guest Michael Harte of Commonwealth Bank. Thank you Michael, for joining us today. What technologies are you particularly excited about? Harte: We’re a very diversified financial services group, and we cover...

Tags: Software, Bank, Financial, Information Technology, Banking, Customer, Business, Outsourcing, Technology, Tool, Productivity, Storage, Strategy, Hardware, Management, Andrew Mager

Blog posts 2007-10-30

Microsoft: We're good for your health

Microsoft: We're good for your healthYou Have GOT to be kiddingI don't trust any company to store my medical records out on the internet. My records are between myself and my doctor. No one else.Knowing Microsoft's record on security, you would have to be a blithering idiot to...

Tags: Vertical industries, Benefits, HEALTHCARE, KNOWING Microsoft, health care, Microsoft Corp.

Discussion threads 2007-10-04

Union Trust Mortgage Rates 1 (Windows)

Union Trust Mortgage Rates provides current mortgage rate information for Union Trust Company. Union Trust Company provides a variety of banking, brokerage, insurance, retirement, employee benefit, investment, personal trust and financial planning services to individuals. businesses, municipalities, and non-profit organizations, at its 13 offices located along the coast of Maine,...

Tags: Financial, Microsoft Windows, Mortgagebot, Financial Planning, Financial Accounting, Mortgages, Finance, Capital Structures

Software downloads 2007-06-01

PKWARE Case Study: Banking Institution #6

The company is a large international bank with more than 570 domestic banking locations and over 1,000 units overseas. The bank provides a full range of financial products and services, including investment banking services, brokerage, insurance, asset management, leasing, and factoring. The challenge was to find a compression solution to...

Tags: Bank, PKWare, Banking, Financial Services, Investment, Finance

Case studies 2007-02-22

HP ushers in new blade PC, switches chips

HP ushers in new blade PC, switches chipsfiber/802.3 kvm solutions...there is one aspect of blade pcs that CTO's and managers must account for.. running a VGA cable to another floor is impossable without KVM extending technology. Fiber based KVM extenders are expensive yet offer great flexability (peer-to-peer fiber...

Tags: Blade servers, Desktops, Network technology, Hewlett-Packard Co., chip, PERSONAL COMPUTERS, blade PC, blade, PC, fiber

Discussion threads 2005-11-07

A Unified Front

First Command Financial Planning offers financial advice, banking, insurance, and brokerage services to more than 300,000 active and retired U.S. military professionals and their families. The company wanted to create a Web portal to give military members secure access to all of their financial services from banking to brokerage accounts....

Tags: Financial, Sonic Software, Financial Accounting, Portals, Web Services, Finance, Internet, Enterprise Software, Software

Case studies