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Enterprise Software Selection
Monday, November 23, 2009
Home > Site Map > Software Evaluation Criteria > Financial And Insurance CRM > Insurance And Investment > 



Insurance Page: 1

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  1. AD and D group insurance (2 product(s) support this feature)
  2. Appointments (1 product(s) support this feature)
  3. Automatic population of underwriting requirements based on underwriting guidelines (2 product(s) support this feature)
  4. Breakdown for medical dental and vision policy premiums (2 product(s) support this feature)
  5. Contracts (3 product(s) support this feature)
  6. Create an individual record for policy tracking whenever a member is added to a plan (2 product(s) support this feature)
  7. Dental group insurance (2 product(s) support this feature)
  8. E and O information (2 product(s) support this feature)
  9. E-mail addresses (3 product(s) support this feature)
  10. Geographic availability (2 product(s) support this feature)
  11. Global listing of all group policy holders (2 product(s) support this feature)
  12. Group policy information (2 product(s) support this feature)
  13. Group policy summary by product (2 product(s) support this feature)
  14. Group policy summary by vendor (2 product(s) support this feature)
  15. Group product section for separating individual products from group products (2 product(s) support this feature)
  16. Import group census members into specific business records (2 product(s) support this feature)
  17. Individual policy holders summary by vendor (2 product(s) support this feature)
  18. Individual policy information (2 product(s) support this feature)
  19. Individual policy summary by product (2 product(s) support this feature)
  20. License information (2 product(s) support this feature)
  21. Life group insurance (2 product(s) support this feature)
  22. LTC group insurance (2 product(s) support this feature)
  23. LTD group insurance (2 product(s) support this feature)
  24. Medical group insurance (2 product(s) support this feature)
  25. Multi-life tracking capabilities (2 product(s) support this feature)
  26. Multiple group insurance support (2 product(s) support this feature)
  27. Policy claims summary for auto home and umbrella types of policies (1 product(s) support this feature)
  28. Policy rating information (2 product(s) support this feature)
  29. Policy reinsurance information (2 product(s) support this feature)
  30. Policy rider information (2 product(s) support this feature)
  31. Policy statistics by advisor (2 product(s) support this feature)
  32. Policy statistics by product (2 product(s) support this feature)
  33. Policy statistics by vendor total cases average premium and maximum benefit by each policy type (1 product(s) support this feature)
  34. Policy transaction summary reporting (2 product(s) support this feature)
  35. Policy type (2 product(s) support this feature)
  36. Policy warning (2 product(s) support this feature)
  37. Product type (2 product(s) support this feature)
  38. Products summary by vendor (2 product(s) support this feature)
  39. Retirement group insurance (2 product(s) support this feature)
  40. Rider or policy (2 product(s) support this feature)
  41. Risk classes (3 product(s) support this feature)
  42. STD group insurance (2 product(s) support this feature)
  43. Sub-accounts if variable (1 product(s) support this feature)
  44. Track annuities insurance policies (2 product(s) support this feature)
  45. Track auto insurance policies (2 product(s) support this feature)
  46. Track DI insurance policies (2 product(s) support this feature)
  47. Track group census members (2 product(s) support this feature)
  48. Track group census members participation in a plan (2 product(s) support this feature)
  49. Track home owner insurance policies (2 product(s) support this feature)
  50. Track life insurance policies (2 product(s) support this feature)
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