Watch the video to learn how
Automate sales compensation
Optimize sales territories and quotas
Automate revenue recognition and ASC 606 compliance
Analyze the past and predict the future with advanced analytics
Enhance performance with AI-powered recommendations
Forecast and manage your pipeline
Simplify producer lifecycle management
Enable dealers to drive more revenue
Manage incentive compensation for insurance
Calculate real-time volumes and awards
Spend more time selling, less time on admin
Optimize sales quoting and pricing
Negotiate and close contracts faster
Organize content for sales success
Make learning easy with an award-winning learning platform
Improve your organization one course at a time
Generate more engaged leads
Improve customer experience with actionable feedback
Increase your service reps’ performance
Innovate your business models and deliver a better customer experience
Build modern applications with a multi-model, graph database
Get the report
Sign Up Now
News and perspectives on modern sales operations
The community for Sales Performance Management Professionals
Smart homes, smart cars, fitness trackers and more are disrupting traditional insurance products. Future proof your distribution channels to stay ahead of the change, better respond to the customers’ needs and drive growth at a lower cost.
Advanced producer management functionality including compliance, hierarchies, roles, book of business, performance and payment history.
Web-based producer contracting with standard integration to NIPR, electronic signature, background checks, certifications and exclusion lists.
Pay your producers accurately using a flexible and scalable system
Automate any related business processes, preventing errors and reducing administrative overhead
A range of integration options to easily connect to policy admin systems, data warehouses and more
Keep your data private, secure, and compliant in the cloud
Producers get full visibility into payouts and production, eliminating shadow accounting in a central, personalized portal
Track, identify, and connect with all of your website visitors even before they fill out a form
Producers have a single place to access all marketing material so they can easily differentiate your offerings
Producers engage and share content with prospects in a personalized buying portal
Create, manage, and renew contracts with your producers quickly and efficiently
Collect customer feedback to know what they think of your offerings and learn how you can serve them better
Train your producers on your products anytime, anywhere on any device
Track producer licenses, appointments with integration to NIPR and DTCC
Carry out just in time appointments for your independent agents so you better manage costs
Automate and simplify producer administration and management
Future Proof Your Distribution Channels
Commissions changes sales behaviors
Callidus Software Inc will use any of the data provided hereunder in accordance with the Privacy Statement.
Schedule your free consultation with a life & annuities expert now.
We will contact you shortly to set up a demo.