SAP SuccessFactors Agent Performance Management

Effective onboarding, compliance, and incentive compensation management can help empower agents for productive field selling.
Screenshot of SAP Agent Performance Management

What is SAP SuccessFactors Agent Performance Management?

By elevating agent effectiveness through strategic incentive compensation management, you can foster profitable behaviors and drive revenue growth.

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The SAP SuccessFactors Agent Performance Management solution streamlines onboarding, compliance, and incentive compensation management to support the needs of your insurance company, helping optimize outcomes and deliver superior performance.
  • Cloud deployment

  • Integrated compliance and background checks

  • Streamlined dispute resolution

  • Reduction in agent inquiry and payment errors

IDC MarketScape: SPM 2025 Vendor Review

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

Read the infobrief

Key benefits

Optimize agent compensation

Streamline agent incentive management and optimize outcomes by enabling users to create, refine, and distribute effective incentive compensation plans.

Maximize agent performance

Increase agent productivity and help boost agent retention by providing a one-stop shop for agent management with a consistent user experience.

Enhance operational efficiency

Onboard new agents faster, gain visibility into your book of business, manage effective relationships, and streamline communications with enhanced workflows.

Key features

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Learn about the features for SAP SuccessFactors Agent Performance Management. Discover how you can simplify onboarding, compliance, and incentive compensation management.

  • Get visibility and control of your whole book of business

  • Manage tailored compensation plans more simply

  • Carry out retroactive processing automatically

Effective agent management

  • Establish a centralized repository for all agent-related information, reporting, and compliance data

  • Gain visibility into your entire book of business to manage date-effective relationships

  • Manage and monitor licenses, appointments, certifications, background checks, and more

Comprehensive onboarding

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

  • Use electronic contracting to speed up onboarding

  • Track status with built-in checks

Advanced incentive management processes

  • Design, distribute, and model agent compensation plans and programs for an unlimited number of payees

  • Support multiple lines of business, numerous products, and plans for captive and independent agents

  • Promote desirable behaviors with splits, credits, tiered bonuses, accelerators, multidimensional rates, and more

Pricing

Choose a base plan

SAP SuccessFactors Agent Performance Management

  • Included:

    • Managing the agent lifecycle from onboarding to exit
    • Robust book-of-business management and crediting over complex hierarchies
    • Consolidating all agent data such as demographics, licenses, appointments, education certifications, and compliance with a single master record
    • Supporting full commission plan design and processing, including retroactivity and differential bonuses
    • Allowing smooth drill-through along the data lifecycle from transaction to payment and back again
  • Metric detail:

    • This product is priced per “record” per month. Pricing presented here is per record per year.
    • A 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.
    Price is currently unavailable
    • In blocks of 1 Record
    • Contract duration 3 to 36 months
    • Auto-renewal
    • Included:

      • Managing the agent lifecycle from onboarding to exit
      • Robust book-of-business management and crediting over complex hierarchies
      • Consolidating all agent data such as demographics, licenses, appointments, education certifications, and compliance with a single master record
      • Supporting full commission plan design and processing, including retroactivity and differential bonuses
      • Allowing smooth drill-through along the data lifecycle from transaction to payment and back again
    • Metric detail:

      • This product is priced per “record” per month. Pricing presented here is per record per year.
      • A 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.
      Creating a unified agent experience

      Boost productivity with SAP SuccessFactors Agent Connection.

      Read the information sheet

      See how customers are succeeding with SAP

      Automating agent management

      See how Healthfirst is streamlining agent operations and achieving great results in the competitive healthcare insurance industry .

      Technical and security resources

      SAP Help Portal

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

      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 to 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

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