SAP Agent Lifecycle Management

By optimising sales agent lifecycle management and agent experiences, you can drive business growth and profits.
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What is SAP Agent Lifecycle Management?

With real-time insights into agent effectiveness, hierarchies and relationships, training, and compliance information, including certifications, you can better engage with your agents and empower them to support your company’s mission and goals.

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The SAP Agent Lifecycle Management solution can help you navigate the agent lifecycle with an integrated, user-friendly platform that enables you to streamline processes, enhance collaboration, and drive agent productivity.

  • Cloud deployment
  • Comprehensive agent onboarding
  • Integration with compliance agencies
  • Ongoing relationship management
Improving sales performance management

Help agents meet their sales goals and provide high-quality customer service.

Read the paper

Key benefits

Gain real-time visibility

Empower your users with a unified view of agent information that helps them gain insights, save time, and improve the lifecycle value of individual agents.

Unify onboarding data

Help new agents start selling as soon as possible by onboarding them quickly with customised, automated self-services connected to your agent management system.

Simplify compliance

Maintain proactive regulatory compliance based on a single source of truth while reducing manual data entry and using connected agent management functionality.

Key features

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Streamlined agent lifecycle management

  • Manage and credit agents intuitively through complex hierarchies and crediting requirements

  • Reduce agent inquiry and drive greater productivity

  • Manage multiple lines of business on a single platform

Comprehensive onboarding

  • Automate credential management by integrating it with the National Insurance Producer Registry (NIPR), the Depository Trust and Clearing Corporation (DTCC), and the Financial Industry Regulatory Authority (FINRA)

  • Capture all relevant data in one place

  • Support compliance through embedded onboarding with built-in checks

Strong compliance

  • Gain visibility into every agent, vendor, customer, product, and policy

  • Track and audit any change to help ensure compliance and protect sensitive data

  • Monitor and stay ahead of compliance concerns with preconfigured integrations and synchronisation with key regulators

Pricing

SAP Agent Lifecycle Management

Metric:

This product is priced per Record per month. Pricing presented here is per Record per year.

Metric details:

Record is each individual data object managed via the Cloud Service. For this Cloud Service, uniquely identified objects are Positions that are filled by a person or an entity with the appropriate attached plan.

Payment method:

Payment via invoice is supported for all countries.

Click the “Buy now” button to find out if payment via credit card is supported in your country.

Contract duration details:

The yearly price and quantity are pro-rated per month for contract durations that are less than a year.

monthly price
AUD 32.00
  • In blocks of 1 Record
  • Contract duration 3 to 60 months
  • Auto-renewal
    • See all pricing details
Terms and conditions

Metric:

This product is priced per Record per month. Pricing presented here is per Record per year.

Metric details:

Record is each individual data object managed via the Cloud Service. For this Cloud Service, uniquely identified objects are Positions that are filled by a person or an entity with the appropriate attached plan.

Payment method:

Payment via invoice is supported for all countries.

Click the “Buy now” button to find out if payment via credit card is supported in your country.

Contract duration details:

The yearly price and quantity are pro-rated per month for contract durations that are less than a year.

  • Cloud test and demo for SAP Agent Lifecycle Management

    Included:

    This is a non-productive and non-commercial tenant for test and demo purposes only (check out Use Rights).

    This edition is exclusively available for partners.

    Payment method:

    Invoice is supported for all countries.

    Click on the "Configure to see price" button to find out if credit card is supported in your country.

    • In blocks of 1 Tenants
    • Minimum contract 3 months
    • Auto-renewal
      • See all pricing details
    Terms and conditions

    Included:

    This is a non-productive and non-commercial tenant for test and demo purposes only (check out Use Rights).

    This edition is exclusively available for partners.

    Payment method:

    Invoice is supported for all countries.

    Click on the "Configure to see price" button to find out if credit card is supported in your country.

  • Cloud test and demo for SAP Agent Connection

    Included:

    This is a non-productive and non-commercial tenant for test and demo purposes only (check out Use Rights).

    This edition is exclusively available for partners.

    Payment method:

    Invoice is supported for all countries.

    Click on the “Configure to see price” button to find out if credit card is supported in your country.

    • In blocks of 1 Tenants
    • Minimum contract 3 months
    • Auto-renewal
      • See all pricing details
    Terms and conditions

    Included:

    This is a non-productive and non-commercial tenant for test and demo purposes only (check out Use Rights).

    This edition is exclusively available for partners.

    Payment method:

    Invoice is supported for all countries.

    Click on the “Configure to see price” button to find out if credit card is supported in your country.

Technical and security resources

SAP Help Portal

Visit SAP Help Portal to find detailed documentation, guides, and articles to help you implement, configure, and optimise SAP products.

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