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Built-in checks to ensure onboarding sessions are complete and follow your
validation rules
Request a Meeting
A repository for all producer-related information, giving you clarity into reporting
and compliance tracking
The ability to make mass changes smoothly in the event of a merger and
acquisition
The capability to rank and group your producers according to your criteria
Request a Meeting
Request a Meeting
Perform splits and credit an unlimited number of payees for a sale through roll-up,
roll-down, roll-over, and so forth
Request a Meeting
Get audit logs for every screen showing you who made what changes and when. The
solution offers:
The ability to trace a payout to its original sale for complete auditability
An integrated tool set to support compliance tracking and payment edits
Request a Meeting
Request a Meeting
Alternatively, you could choose the managed enterprise option. With this model, you can:
Request a Meeting
Data centers are physically protected from unauthorized access, damage, and
interference
Applications are secured at the function, transaction, field, and data level
Request a Meeting
Transfer data from any system, such as HR systems, ERP systems, or even
legacy systems
Built-in checks to ensure onboarding sessions are complete and follow your
validation rules
Fast and easy transfer as well as termination of producers by using a
prepackaged workflow
Request a Meeting
A repository for all producer-related information, giving you clarity into reporting
and compliance tracking
The ability to make mass changes smoothly in the event of a merger and
acquisition
The capability to rank and group your producers according to your criteria
Request a Meeting
Conduct closed-loop coaching to ensure objectives are set and producers take
action
Request a Meeting
Perform splits and credit an unlimited number of payees for a sale through roll-up,
roll-down, roll-over, and so forth
Request a Meeting
Get audit logs for every screen showing you who made what changes and when. The
solution offers:
Monitoring of license, appointment, and education/certification records with
expiration dates
The ability to trace a payout to its original sale for complete auditability
Request a Meeting
Request a Meeting
Choose a Private Cloud or On-Premise
Deployment
The CallidusCloud Insurance solution is available as both an on-premise and a
SaaS solution.
In the SaaS model, you can opt for a private cloud, which is almost like an on-premise
deployment but you get to enjoy increased control over upgrades and release cycles
without any of the associated costly overhead. In the private cloud model, you get:
Alternatively, you could choose the managed enterprise option. With this model, you can:
Request a Meeting
Data centers are physically protected from unauthorized access, damage, and
interference
Applications are secured at the function, transaction, field, and data level
Request a Meeting
Transfer data from any system, such as HR systems, ERP systems, or even
legacy systems
Built-in checks to ensure onboarding sessions are complete and follow your
validation rules
Fast and easy transfer as well as termination of producers by using a
prepackaged workflow
Request a Meeting
A repository for all producer-related information, giving you clarity into reporting
and compliance tracking
The ability to make mass changes smoothly in the event of a merger and
acquisition
The capability to rank and group your producers according to your criteria
Request a Meeting
Conduct closed-loop coaching to ensure objectives are set and producers take
action
Request a Meeting
Perform splits and credit an unlimited number of payees for a sale through roll-up,
roll-down, roll-over, and so forth
Request a Meeting
Get audit logs for every screen showing you who made what changes and when. The
solution offers:
Monitoring of license, appointment, and education/certification records with
expiration dates
The ability to trace a payout to its original sale for complete auditability
Request a Meeting
Request a Meeting
Choose a Private Cloud or On-Premise
Deployment
The CallidusCloud Insurance solution is available as both an on-premise and a
SaaS solution.
In the SaaS model, you can opt for a private cloud, which is almost like an on-premise
deployment but you get to enjoy increased control over upgrades and release cycles
without any of the associated costly overhead. In the private cloud model, you get:
Alternatively, you could choose the managed enterprise option. With this model, you can:
Request a Meeting
Data centers are physically protected from unauthorized access, damage, and
interference
Applications are secured at the function, transaction, field, and data level
Request a Meeting
Transfer data from any system, such as HR systems, ERP systems, or even
legacy systems
Built-in checks to ensure onboarding sessions are complete and follow your
validation rules
Request a Meeting
A repository for all producer-related information, giving you clarity into reporting
and compliance tracking
The ability to make mass changes smoothly in the event of a merger and
acquisition
The capability to rank and group your producers according to your criteria
Request a Meeting
Request a Meeting
Perform splits and credit an unlimited number of payees for a sale through roll-up,
roll-down, roll-over, and so forth
Request a Meeting
Get audit logs for every screen showing you who made what changes and when. The
solution offers:
The ability to trace a payout to its original sale for complete auditability
An integrated tool set to support compliance tracking and payment edits
Request a Meeting
Request a Meeting
Alternatively, you could choose the managed enterprise option. With this model, you can:
Request a Meeting
Data centers are physically protected from unauthorized access, damage, and
interference
Applications are secured at the function, transaction, field, and data level
Request a Meeting
Transfer data from any system, such as HR systems, ERP systems, or even
legacy systems
Built-in checks to ensure onboarding sessions are complete and follow your
validation rules
Request a Meeting
A repository for all producer-related information, giving you clarity into reporting
and compliance tracking
The ability to make mass changes smoothly in the event of a merger and
acquisition
The capability to rank and group your producers according to your criteria
Request a Meeting
Request a Meeting
Perform splits and credit an unlimited number of payees for a sale through roll-up,
roll-down, roll-over, and so forth
Request a Meeting
Get audit logs for every screen showing you who made what changes and when. The
solution offers:
The ability to trace a payout to its original sale for complete auditability
An integrated tool set to support compliance tracking and payment edits
Request a Meeting
Request a Meeting
Alternatively, you could choose the managed enterprise option. With this model, you can:
Request a Meeting
Data centers are physically protected from unauthorized access, damage, and
interference
Applications are secured at the function, transaction, field, and data level
Request a Meeting
Transfer data from any system, such as HR systems, ERP systems, or even
legacy systems
Built-in checks to ensure onboarding sessions are complete and follow your
validation rules
Fast and easy transfer as well as termination of producers by using a
prepackaged workflow
Request a Meeting
A repository for all producer-related information, giving you clarity into reporting
and compliance tracking
The ability to make mass changes smoothly in the event of a merger and
acquisition
The capability to rank and group your producers according to your criteria
Request a Meeting
Conduct closed-loop coaching to ensure objectives are set and producers take
action
Request a Meeting
Perform splits and credit an unlimited number of payees for a sale through roll-up,
roll-down, roll-over, and so forth
Request a Meeting
Get audit logs for every screen showing you who made what changes and when. The
solution offers:
Monitoring of license, appointment, and education/certification records with
expiration dates
The ability to trace a payout to its original sale for complete auditability
Request a Meeting
Request a Meeting
Choose a Private Cloud or On-Premise
Deployment
The CallidusCloud Insurance solution is available as both an on-premise and a
SaaS solution.
In the SaaS model, you can opt for a private cloud, which is almost like an on-premise
deployment but you get to enjoy increased control over upgrades and release cycles
without any of the associated costly overhead. In the private cloud model, you get:
Alternatively, you could choose the managed enterprise option. With this model, you can:
Request a Meeting
Data centers are physically protected from unauthorized access, damage, and
interference
Applications are secured at the function, transaction, field, and data level
Request a Meeting
Transfer data from any system, such as HR systems, ERP systems, or even
legacy systems
Built-in checks to ensure onboarding sessions are complete and follow your
validation rules
Fast and easy transfer as well as termination of producers by using a
prepackaged workflow
Request a Meeting
A repository for all producer-related information, giving you clarity into reporting
and compliance tracking
The ability to make mass changes smoothly in the event of a merger and
acquisition
The capability to rank and group your producers according to your criteria
Request a Meeting
Conduct closed-loop coaching to ensure objectives are set and producers take
action
Request a Meeting
Perform splits and credit an unlimited number of payees for a sale through roll-up,
roll-down, roll-over, and so forth
Request a Meeting
Get audit logs for every screen showing you who made what changes and when. The
solution offers:
Monitoring of license, appointment, and education/certification records with
expiration dates
The ability to trace a payout to its original sale for complete auditability
Request a Meeting
Request a Meeting
Choose a Private Cloud or On-Premise
Deployment
The CallidusCloud Insurance solution is available as both an on-premise and a
SaaS solution.
In the SaaS model, you can opt for a private cloud, which is almost like an on-premise
deployment but you get to enjoy increased control over upgrades and release cycles
without any of the associated costly overhead. In the private cloud model, you get:
Alternatively, you could choose the managed enterprise option. With this model, you can:
Request a Meeting
Data centers are physically protected from unauthorized access, damage, and
interference
Applications are secured at the function, transaction, field, and data level
Request a Meeting
Transfer data from any system, such as HR systems, ERP systems, or even
legacy systems