- Achieve trusted and current producer data across the enterprise
- Maintain compliance with the ever-changing regulatory environment
- Gain real-time visibility into producer information
- Automate personalized correspondence
- Streamline integration with on-premise or SaaS systems
- Extend the solution to include onboarding, compensation, and more
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
- Book of business management and tracking
- Continuing education records
- Correspondence records
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.
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 purpose-built for insurance industry business users.
Without coding, business 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
- Add and change hierarchies
Partner with a trusted cloud provider
Producer Pro by CallidusCloud is based on proven CallidusCloud cloud technology that supports over 2.5 million users and billions of transactions a month.
Producer Pro is part of a complete set of solutions for the insurance industry that include
- Onboarding by CallidusCloud: Improve efficiency, eliminate paper and automate re-contracting and terminations
- Incentive Compensation Management (ICM) by CallidusCloud: Pay producers accurately and efficiently
- Learning by CallidusCloud: Easily equip producers with the information they need to sell your products effectively
- Sales Enablement by CallidusCloud: Enable sales with the right training, coaching, and content to win every time
- MySalesGame by CallidusCloud: Drive your producers to adopt the behaviors critical to their success through gamification
- Sales Performance Manager by CallidusCloud: Increase overall producer performance by identifying the successful selling behaviors of top performers, and use these insights to coach the rest of the team