SAP Agent Lifecycle Management
Invest in the agent experience
Your business can improve agent lifecycle management with a single source of truth.
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 with agent lifecycle management.
Unify onboarding data
Help new agents start selling as soon as possible by onboarding them quickly with customized, 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 Capabilities
Streamline 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 synchronization with key regulators
Streamline 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 synchronization with key regulators
Get Started
Whether you’re deploying something new, accelerating to the cloud, or transforming how your business works, SAP Services and Support can help create the right results so you can sustain success.
SAP Enterprise Support, cloud editions
SAP Enterprise Support, cloud editions includes powerful foundational elements that are already embedded in every cloud solution from SAP at no additional fee.
- Get expert guidance through SAP Enterprise Support value maps and during mission-critical situations
- Build competency and expand skills easily with the SAP Enterprise Support Academy program
- Get the real-time support at the speed you expect for whatever issues arise, regardless of your deployment scenario
- Access tools, reports, and services to unlock the business value of existing investments for faster innovation
- Administer cloud environments effectively with our advanced cloud-based tool for application lifecycle management (ALM)
SAP Preferred Success
Achieve your desired business outcomes and drive continuous value with success resources from SAP.
- Provide an enhanced user experience
- Decrease turnover, resulting in lower operational costs
- Improve business performance and process integration
- Adopt the latest innovations faster and generate new business insights