Achieve trusted and current producer data across the enterprise
Managing producer compliance profiles and changing roles and relationships is time-consuming. Consolidate and capture all relevant information about captive or independent agents over the entire business lifecycle, and share it easily with downstream distribution systems.
The entire enterprise can leverage one source of accurate and up-do date information, including:
A single producer identifier encompassing multiple roles and relationships
Complete compliance profiles including E&O, license checks, appointments, background checks, contracts, and more
Maintain compliance with the ever-changing regulatory environment
Slash the time and effort needed to keep your producers and your business compliant. Producer Pro reduces manual data entry and connects you with all the data sources you need to help manage compliance. And with regular software updates from CallidusCloud, you can reduce risk and keep informed of any regulatory changes.
Turnkey data synchronization with NIPR, DTCC, FINRA, and other regulators
Monitoring of licenses and appointments and education/certification records with expiration dates
Integration with systems for background checks, credit checks, and previous employment history
An integrated tool set to support compliance tracking
Standard and user-defined compliance rules
Detailed audit logs that capture changes made to every screen
Gain real-time visibility into producer information
With a single repository for accurate and current producer information, you can see at a glance the key information you need, when you need it. Gain a historical view of producers with insights that can help you plan and save time and money.
Producer Pro provides:
Complete visibility into every producer, book of business, vendor, customer, geographical area, policy, product, and more
Out-of the box graphical reports that simplify planning and compliance
The ability for business users to build custom reports and KPIs
Streamline integration with on-premise or SaaS systems
Not being able to connect systems together creates redundant data sources that increase operations costs and can introduce errors. Producer Pro easily integrates with on-premise and SaaS solutions using batch utilities, or real time with REST-based web services. Leverage accurate and current data in Producer Pro while maintaining existing systems.