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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
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
Coach your sales reps to drive performance
Generate more engaged leads
Improve customer experience with actionable feedback
Increase your service reps’ performance
Build modern applications with a multi-model, graph database
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real-time visibility into producer information
trusted and current producer data across the enterprise
with the ever-changing regulatory environment
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.
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.
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.
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.
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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