LIFE & ANNUITIES


Features:

Reduce Costs and Boost Your Profitability

Automate Business Processes

Automate Business Processes

Automate any related business processes, preventing errors and reducing administrative overhead

Manage Complex Hierarchies

Manage Complex Hierarchies

Manage complex distribution models across multiple hierarchies easily

Know Your Book of Business

Know Your Book of Business

Complete visibility into ownership of customers, policies, and performance

Easily Manage Contracts

Easily Manage Contracts

Create, review, and manage contracts for best interest, annual disclosure and more

Simplify Data Integration

Simplify Data Integration

A range of integration options to easily connect to policy admin systems, data warehouses and more

Robust Security

Robust Security

Keep your data private, secure, and compliant in the cloud

Drive Revenues and Increase Channel Loyalty

Transparent Compensation

Transparent Compensation

Accurately pay, track, report, and disclose  producer fees, bonuses, and compensation

Drive Producer Performance

Drive Producer Performance

Producers get full visibility into payouts and production, eliminating shadow accounting in a central, personalized portal

Track Producer Behaviors

Track Producer Behaviors

Collect and analyze customer feedback to ensure producers act in customers’ best interest

Ease the Compliance Burden

Track Compliance

Track Compliance

Track producer licenses, appointments, and education certifications with integration to NIPR, DTCC, and FINRA

Paperless On-boarding

Paperless On-boarding

Web-based producer contracting with standard integration to NIPR, electronic signature, background checks, certifications and exclusion lists.

Deliver Training Anywhere

Deliver Training Anywhere

Train your producers anytime, anywhere on the latest regulations, standards, and products

INSURANCE INDUSTRY RESOURCES

 PRODUCER PRO PRODUCT TOUR

PRODUCER PRO PRODUCT TOUR

Automate and simplify producer administration and management

WEBINAR RECORDING

WEBINAR RECORDING

Future Proof Your Distribution Channels

Grappling with the DOL Disruption?

Grappling with the DOL Disruption?

CallidusCloud is uniquely positioned to help you deal with this latest regulatory disruption.

You’re already on the way to more money, but you could get there faster.

Schedule your free consultation with a life & annuities expert now.

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