CallidusCloud Producer Pro Pricing, Features, Reviews & Comparison of Alternatives

CallidusCloud Producer Pro

Cloud-based producer lifecycle management software

4.0/5 (1 review)

CallidusCloud Producer Pro overview

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.
www.calliduscloud.com

Pricing

Pricing options
Value for money
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Devices

Business size

S
M
L

Markets

United States, Canada, Europe, Germany

Supported languages

English
CallidusCloud Producer Pro screenshot: Stores all agent details and helps in producer lifecycle managementCallidusCloud Producer Pro Product DemoCallidusCloud Producer Pro screenshot: The system helps to connect to various data sources and capture and consolidate informationCallidusCloud Producer Pro screenshot: CallidusCloud Producer Pro helps in records and document managementCallidusCloud Producer Pro screenshot: Users can generate graphical reports to track various business metricsCallidusCloud Producer Pro screenshot: Other administration features such as audit trails, security management and entity configuration are also supportedCallidusCloud Producer Pro screenshot: Supports contact management and document tracking

CallidusCloud Producer Pro reviews

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1

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Value for money
Features
Ease of use
Customer support
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Daniel Haven

All encompassing product for managing producers

Used daily for less than 6 months
Reviewed 2017-06-19
Review Source: Capterra

ProducerPro is robust and configurable product. It uses a modern UI, and includes an exportable data dictionary as a basis for configuration.

Read the full review

CallidusCloud Producer Pro pricing

Pricing options
Subscription
View Pricing Plans

Contact Callidus Software for detailed pricing information.

CallidusCloud Producer Pro features

Automatic Notifications
Automatic Reminders
Client Portal
Customizable Reporting
Third Party Integration

API (116 other apps)
Accounting Integration (65 other apps)
Activity Dashboard (101 other apps)
Activity Tracking (64 other apps)
Billing & Invoicing (79 other apps)
Calendar Management (80 other apps)
Data Import/Export (64 other apps)
Document Storage (62 other apps)
Electronic Payments (66 other apps)
Inventory Management (87 other apps)
Inventory Tracking (69 other apps)
Invoice Management (99 other apps)
Real Time Data (61 other apps)
Reporting & Statistics (123 other apps)
Search Functionality (75 other apps)

Additional information for CallidusCloud Producer Pro

Key features of CallidusCloud Producer Pro

  • Compliance management
  • Third party integration
  • Data synchronization
  • Audit logs
  • Graphical reports
  • Custom reports
  • Application security
  • Customizable branding
  • Custom fields
  • Records management
  • Certification tracking
  • Database support
  • Configurable workflow
  • Automated notifications
  • Self-service portal
  • Automatic reminders
  • Electronic signature
  • Task management
  • Document management
  • Insurance
  • Workflow management
View All Features

Benefits

• Producer Pro helps to consolidate and store all producer or agent data in the cloud, streamlines producer administration and connects with other systems for data import.

• The tool allows insurance companies to capture and consolidate captive or independent agent data and shares it with downstream distribution systems to maintain compliance and up-to-date information.

• The software helps to generate custom reports, change screen layout, add hierarchies, and edit data fields using tools that do not require any coding.

• Producer Pro connects various SaaS and on-premises data sources using REST-based web services or batch utilities to help reduce errors and operation costs.

• The solution lets agencies automatically monitor licenses, appointments, education & certification records, and expiration dates and helps reduce time and effort.