Insurance Incentive Compensation

The CallidusCloud Insurance solution gives you the most

comprehensive, secure, and flexible solution to transform your
business into the digital agency of tomorrow. CallidusCloud
maintains a constant focus on innovation and R&D for the
insurance industry, so you get the most agile end-to-end
solution to manage the entire producer lifecycle from
onboarding to payout.

By using CallidusCloud Insurance solution, you gain an unmatched ability to achieve

superior distribution performance and efficiency, which helps you win the loyalty of
your producers and customers.

With the CallidusCloud Insurance solution, you get:

Fast and accurate producer payouts to avoid overpayments

Drillable, unlimited graphical reports for strategic distribution planning

Faster and automated onboarding of producers

A single source of truth to better manage your book of business

Automated credential management to ensure you are 100 percent compliant

Onboard Producers and Bring Them Up to Speed

Fast
 Quickly onboard producers by following a step-by-step methodology that uses
customized contractual terms and eliminates manual errors.

The CallidusCloud Insurance solution offers:

Automated credential management with productized integration to NIPR, DTCC,

and FINRA

Faster appointment of producers through the electronic signature capability for

contracts

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

A mobile-friendly, easy method to deliver, score, and monitor training and

continuing education

Request a Meeting

View a Single Source of Truth on Your Producers

Manage the entire producer lifecycle by using an end-to-end solution that not
only gives you full visibility but also provides unlimited reporting, so you can
make the right distribution planning decisions.
 With the CallidusCloud Insurance solution, you gain:

A repository for all producer-related information, giving you clarity into reporting
and compliance tracking

Full visibility into your entire book of business to manage date-effective

relationships

The ability to easily communicate with agents by using email or letters

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

Coach to Motivate Your Producers

Coach your producers with targeted sessions to improve productivity for both
your captive and independent agents. You can:

Conduct closed-loop coaching to ensure objectives are set and producers take
action

Get a 360-degree view of your producers performance and key performance

indicators (KPIs) measured over time
 Identify A players and their unique selling behaviors

Coach B players into A players to increase your ROI

Make key personnel decisions based on rich, standardized feedback on

producers and managers

Request a Meeting

Incent Your Producers with Accuracy and

Transparency
Design, roll out, and manage compensation plans for an unlimited number of
payees, multiple lines of business, and numerous products for both your
captive and independent agents.

The CallidusCloud Insurance solution can handle the most complex hierarchical
relationships. Deliver accurate payouts even as you give your producers a self-service
portal to raise disputes and increase their visibility into all compensation matters. You
can:

Perform splits and credit an unlimited number of payees for a sale through roll-up,
roll-down, roll-over, and so forth

Manage tiered bonuses, SPIFs, draw-downs, accelerators, multidimensional

rates, and so on

Do retroactive processing to manage evolving hierarchies and organizational

changes

Model and forecast compensation plans to understand their economic impact

Encourage positive selling behaviors through gamification, contests, and badges

Request a Meeting
 Be Compliant, Reduce Risk
The CallidusCloud Insurance solution gives you full compliance at both the
state and federal levels, so you can focus on your core business and not worry
about the ever-changing regulatory environment.

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

Background checks, credit checks, and vetting of previous employment history

The ability to trace a payout to its original sale for complete auditability

An integrated tool set to support compliance tracking and payment edits

Standard integrated compliance rules in addition to user-defined compliance rules

Request a Meeting

Give Producers the Mobile Advantage

Enable your producers with the mobile advantage, improving productivity and
convenience. Give them increased access, greater visibility, and an ability to
learn on the go. Producers can take training or continuing education outside
of a classroom by using the offline functionality.
 With the CallidusCloud Insurance solution, you can:

Onboard and appoint producers by using a mobile device

Use a producer portal to raise disputes, look up compensation statements and

performance metrics

Coach producers anytime, anywhere on your iPad even during a ride-along

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:

Dedicated regions for production, testing, training, and modeling

The ability to have exclusive instances with no application sharing

 Complete control over your data, personally identifiable information, compliance
data, and so forth

Alternatively, you could choose the managed enterprise option. With this model, you can:

Run CallidusCloud solutions in your data center

Enjoy shared responsibilities for data management and data integration

Let CallidusCloud take care of provisioning, installation, maintenance, and

upgrades of the application(s)

Request a Meeting

Keep Your Data Private, Secure, and Compliant in

the Cloud
You have your own business to worry about. Since the cloud is our business,
CallidusCloud protects your data with more security measures than you could
ever adopt.

At CallidusCloud, we ensure compliance with all data privacy and data security
regulations, hire third parties to test our systems in real time, undergo regular security
audits, and support levels of access controls and data handling procedures that maintain
data integrity and prevent misuse. Some of the worlds largest insurers entrust
CallidusCloud with their data. We process data only in accordance with a customers
lawful instructions.

CallidusCloud solutions have built-in security at every layer:

Data centers are physically protected from unauthorized access, damage, and
interference

Database security protects heterogeneous data within the cloud

 Applications are secured at the function, transaction, field, and data level

Middleware provides single sign-on and identity federation

Network and communication security controls ensure complete confidentiality,

integrity, and nonrepudiation of data

Request a Meeting

Simplify Connectivity to Other Systems and Data

Sources
The CallidusCloud Insurance solution can integrate to any product, simplifying
integration and connectivity to other systems and data sources with no need
for any coding at all.

You have the ability to:

Transfer data from any system, such as HR systems, ERP systems, or even
legacy systems

Synchronize data between your existing systems and applications into

CallidusCloud applications

Deploy quickly by using out-of-the-box data connectors

Insurance Incentive Compensation

The CallidusCloud Insurance solution gives you the most
comprehensive, secure, and flexible solution to transform your
business into the digital agency of tomorrow. CallidusCloud
maintains a constant focus on innovation and R&D for the
insurance industry, so you get the most agile end-to-end
 solution to manage the entire producer lifecycle from
onboarding to payout.

By using CallidusCloud Insurance solution, you gain an unmatched ability to achieve

superior distribution performance and efficiency, which helps you win the loyalty of
your producers and customers.

With the CallidusCloud Insurance solution, you get:

Fast and accurate producer payouts to avoid overpayments

Drillable, unlimited graphical reports for strategic distribution planning

Faster and automated onboarding of producers

A single source of truth to better manage your book of business

Automated credential management to ensure you are 100 percent compliant

Onboard Producers and Bring Them Up to Speed

Fast
Quickly onboard producers by following a step-by-step methodology that uses
customized contractual terms and eliminates manual errors.
 The CallidusCloud Insurance solution offers:

Automated credential management with productized integration to NIPR, DTCC,

and FINRA

Faster appointment of producers through the electronic signature capability for

contracts

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

A mobile-friendly, easy method to deliver, score, and monitor training and

continuing education

Request a Meeting

View a Single Source of Truth on Your Producers

Manage the entire producer lifecycle by using an end-to-end solution that not
only gives you full visibility but also provides unlimited reporting, so you can
make the right distribution planning decisions.

With the CallidusCloud Insurance solution, you gain:

A repository for all producer-related information, giving you clarity into reporting
and compliance tracking

Full visibility into your entire book of business to manage date-effective

relationships

The ability to easily communicate with agents by using email or letters

 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

Coach to Motivate Your Producers

Coach your producers with targeted sessions to improve productivity for both
your captive and independent agents. You can:

Conduct closed-loop coaching to ensure objectives are set and producers take
action

Get a 360-degree view of your producers performance and key performance

indicators (KPIs) measured over time

Identify A players and their unique selling behaviors

Coach B players into A players to increase your ROI

Make key personnel decisions based on rich, standardized feedback on

producers and managers

Request a Meeting

Incent Your Producers with Accuracy and

Transparency
 Design, roll out, and manage compensation plans for an unlimited number of
payees, multiple lines of business, and numerous products for both your
captive and independent agents.

The CallidusCloud Insurance solution can handle the most complex hierarchical
relationships. Deliver accurate payouts even as you give your producers a self-service
portal to raise disputes and increase their visibility into all compensation matters. You
can:

Perform splits and credit an unlimited number of payees for a sale through roll-up,
roll-down, roll-over, and so forth

Manage tiered bonuses, SPIFs, draw-downs, accelerators, multidimensional

rates, and so on

Do retroactive processing to manage evolving hierarchies and organizational

changes

Model and forecast compensation plans to understand their economic impact

Encourage positive selling behaviors through gamification, contests, and badges

Request a Meeting

Be Compliant, Reduce Risk

The CallidusCloud Insurance solution gives you full compliance at both the
state and federal levels, so you can focus on your core business and not worry
about the ever-changing regulatory environment.
 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

Background checks, credit checks, and vetting of previous employment history

The ability to trace a payout to its original sale for complete auditability

An integrated tool set to support compliance tracking and payment edits

Standard integrated compliance rules in addition to user-defined compliance rules

Request a Meeting

Give Producers the Mobile Advantage

Enable your producers with the mobile advantage, improving productivity and
convenience. Give them increased access, greater visibility, and an ability to
learn on the go. Producers can take training or continuing education outside
of a classroom by using the offline functionality.

With the CallidusCloud Insurance solution, you can:

 Onboard and appoint producers by using a mobile device

Use a producer portal to raise disputes, look up compensation statements and

performance metrics

Coach producers anytime, anywhere on your iPad even during a ride-along

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:

Dedicated regions for production, testing, training, and modeling

The ability to have exclusive instances with no application sharing

Complete control over your data, personally identifiable information, compliance

data, and so forth

Alternatively, you could choose the managed enterprise option. With this model, you can:

Run CallidusCloud solutions in your data center

Enjoy shared responsibilities for data management and data integration

Let CallidusCloud take care of provisioning, installation, maintenance, and

upgrades of the application(s)
 Request a Meeting

Keep Your Data Private, Secure, and Compliant in

the Cloud
You have your own business to worry about. Since the cloud is our business,
CallidusCloud protects your data with more security measures than you could
ever adopt.

At CallidusCloud, we ensure compliance with all data privacy and data security
regulations, hire third parties to test our systems in real time, undergo regular security
audits, and support levels of access controls and data handling procedures that maintain
data integrity and prevent misuse. Some of the worlds largest insurers entrust
CallidusCloud with their data. We process data only in accordance with a customers
lawful instructions.

CallidusCloud solutions have built-in security at every layer:

Data centers are physically protected from unauthorized access, damage, and
interference

Database security protects heterogeneous data within the cloud

Applications are secured at the function, transaction, field, and data level

Middleware provides single sign-on and identity federation

Network and communication security controls ensure complete confidentiality,

integrity, and nonrepudiation of data

Request a Meeting

Simplify Connectivity to Other Systems and Data

Sources
 The CallidusCloud Insurance solution can integrate to any product, simplifying
integration and connectivity to other systems and data sources with no need
for any coding at all.

You have the ability to:

Transfer data from any system, such as HR systems, ERP systems, or even
legacy systems

Synchronize data between your existing systems and applications into

CallidusCloud applications

Deploy quickly by using out-of-the-box data connectors