- Use a secure self-service portal
- Enjoy end-to-end automation of recruiting and onboarding processes
- Verify agent and producer data for background checks and accreditation in real time
- Drive partner loyalty with self-service delivery of payments and documents
Accreditation and Licensing Checks
Get real-time verification of producer and agent data for accreditation requirements, including seamless integration with third-party registries and services such as the National Insurance Producer Registry (NIPR).
- Ensure compliance with federal, local, and corporate requirements
- Automate accreditation processing and tracking
- Provide comprehensive auditing capabilities
Application Tracking Portal
Take advantage of our secure online portal for employee, partner, agent and producer recruiting, communications, reporting, and data capture.
- Deliver staffing and onboarding processes more cost effectively
- Deploy an easy-to-use web-based self-service platform
- Track progress toward capacity required to meet revenue targets on time
Verify producer and agent data for background checking requirements in real time to comply with regulatory guidelines.
- Verify producer and agent data for background checking
- Reduce risk of appointing and contracting independent agents and producers
- Manage paper trail of key procedures and requirements for compliance
Configurable Business Process Engine
Our flexible workflow platform can easily be customized to meet a wide range of onboarding process requirements. Flexibly configure the paper trail of key procedures and requirements for compliance.
- Automate core onboarding processes
- Provide comprehensive electronic signature tracking
- Streamline integration with the CallidusCloud suite
Dashboards and Reports
Use a single repository for accessing all information and contracts throughout onboarding, appointing, and compensation processes, with easy-to-use integrated tracking dashboards.
- Gain visibility into recruiting and onboarding status
- Track progress of onboarding and contracting against capacity targets
- View onboarding information from a single source of truth
Onboarding Best Practices
Pre-configured solutions for onboarding provide out-of-the-box industry best practices for rapid implementation. Automate core onboarding processes based on industry best practices.
- Reduce operational costs of adding employees, partners, producers and agents
- Automate the most common business processes and integrations
- Manage application paperwork and communications