CallidusCloud Producer Pro is a cloud-based producer or agent lifecycle management solution for insurance companies and agencies. The software helps to automate producer administration and management, maintain compliance with regulations, and integrate with third-party systems.
Producer Pro helps to manage producer compliance profiles and captures all relevant information about independent or captive agents. The tool leverages data from various sources such as education records, correspondence records, business management books, and contract documents to help maintain compliance with regulatory updates. The software helps to reduce manual data entry efforts by connecting to all the data sources required to manage compliance. Producer Pro also supports data synchronization with NIPR, FINRA, DTCC, and other regulators.
Producer Pro is an integrated tool for compliance tracking, audit logs, and license monitoring. The application integrates with third party systems to complete background checks and credit checks as well as supports user-defined compliance rules. The product offers complete visibility of all aspects of the business by generating graphical reports, custom reports, and KPIs. The software also supports customizable branding, workflow management, hierarchy management, and reporting.
Producer Pro is part of an end-to-end solution for insurance industry offered by Callidus Software and integrates with other Callidus tools such as Litmos, sales performance manager, incentive compensation management, onboarding, and sales enablement. Some of its customers include Aetna, AAA, Cuna Mutual Group and Blue Cross Blue Shield.
Software by CallidusCloudwww.calliduscloud.com