Producer Pro

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Producer Pro

Producer Pro has everything a carrier needs to automate and simplify producer management.

Improve efficiency, maintain compliance, and reduce risk for your organization.

Gain

Gain

real-time visibility into producer information

Maintain

Maintain

trusted and current producer data across the enterprise

Comply

Comply

with the ever-changing regulatory environment

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Achieve trusted, current producer data across your enterprise

It’s time consuming to manage producer compliance profiles, changing roles, and relationships. Consolidate and capture all relevant information about captive or independent agents over the entire business lifecycle and share it easily with downstream distribution systems. Leverage one source of accurate up-to-date information including single producer identifiers, book of business management, continuing education records, and more.

Achieve trusted, current producer data across your enterprise
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Maintain compliance with the ever-changing regulatory environment

Maintain compliance with the ever-changing regulatory environment

Reduce manual data entry and connect with all the data sources you need to manage compliance. With regular software updates from CallidusCloud, you will reduce risk and keep up with regulatory changes. Use turnkey data synchronization with NIPR, DTCC, FINRA, and other regulators and monitor licenses, appointments, education/certifications, background checks, credit checks, and previous employment history—all while capturing the changes made for detailed audit logs.

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Gain real-time visibility into producer information

Gain real-time visibility into producer information

A single repository for producer information allows you to see the key information you need, when you need it. Gain a historical view of producers with insights to save time and money. Have complete visibility into every producer, book of business, vendor, customer, geographical area, policy, product, and more. Use out-of-the-box graphical reports to simplify planning and compliance and build custom reports and KPIs.

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Streamline integration with on-premise or SaaS systems

Not being able to connect systems creates redundant data sources that increase operation costs and introduce errors. Producer Pro easily integrates with on-premise and SaaS solutions using batch utilities or real-time REST-based web services. Leverage accurate and current data in Producer Pro while maintaining existing systems.

Streamline integration with on-premise or SaaS systems
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Extend Producer Pro to meet business needs

Extend Producer Pro to meet business needs

Meeting your unique requirements shouldn’t require complex coding. Based on a proven cloud infrastructure, Producer Pro is built for insurance-industry business users. Without coding, users can add, move, or change fields; control the look and feel of all screens, including branding and layout; design and generate reports; define code values, security, defaulting logic, workflow, and more; and add and change hierarchies.

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Producer Pro Brochure

Producer Pro Brochure

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READ MORE
Grappling with the DOL Disruption

Grappling with the DOL Disruption?

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READ MORE
Introducing the Complete Producer Management Solution for Insurers

Introducing the Complete Producer Management Solution for Insurers

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WATCH NOW

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Schedule your custom demo with a Producer Pro expert now.

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Thank you!

We will contact you shortly to schedule your custom demo.