Key Features
Producer Performance Management (PPM)
Onboarding
Streamline distribution channel growth through NIPR integration, producer self-service tools, automated onboarding workflows, and seamless API ingestion.
Hierarchy Management
Provides unlimited rules-based hierarchy configurations and effective dating, without restrictions.
Debt Management & Collections
Monitor debt, automate collections, and generate detailed reporting and notifications.
David Z
Active with ABC Insurance since Jun 1, 2023
Individual
Status
Active
NPN
8228
Universal ID
1234567890
SSN
... ... ....
Producer management
Deliver a holistic and configurable profile, featuring comprehensive compliance tracking, performance insights, book of business, and payment history.
Incentive Compensation
Transforms insights into actionable strategies by enabling strategic plan design, pay-for-performance, and non-monetary incentive options.
Insights Framework
Create carrier-defined KPIs to support producer rating and ranking, strategic compensation, and targeted producer performance improvements.
