SAP SuccessFactors 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 SuccessFactors 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 SuccessFactors 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.

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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

Choose a base plan

SAP SuccessFactors 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 34.00
    • In blocks of 1 Record
    • Contract duration 3 to 60 months
    • Auto-renewal

    • 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.
      IDC MarketScape: SPM 2025 Vendor Review

      Find out how SAP elevates operations with robust sales performance management solutions.

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      Technical and security resources

      SAP Help Portal

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      SAP Enterprise Support, cloud edition for SAP SuccessFactors HCM

      Embedded in every SAP cloud solution at no additional fee, the SAP Enterprise Support, cloud editions offering can help drive your immediate and ongoing success through expert guidance, SAP Enterprise Support Academy, tools, reports, and services. 

      Learn more about SAP Enterprise Support 

      SAP Preferred Success for HCM solutions from SAP

      Our success resources from SAP Preferred Success can help you realise the value of your HCM solutions from SAP, achieve your desired business outcomes, enhance the user experience, and improve business performance and process integration.

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