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Desktop view of the visualization functionality of SAP Agent Performance

SAP Agent Performance Management

Manage your agents from onboarding to on the field with all the tools you need to keep them productive, informed and selling.

Invest in the agent experience with SAP Agent Performance Management (APM)

Improve end-to-end agent lifecycle management with a single source of truth.

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Reduce overhead effectively in the cloud while meeting the unique needs of your business. With the SAP Agent Performance Management solution, you can support your agent management processes in the cloud – including onboarding, compliance, relationship management, book-of-business management, communication, and analytics.
  • Cloud deployment
  • Comprehensive onboarding of agents
  • Integration with compliance agencies
  • Ongoing relationship management

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.

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

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End-to-end agent lifecycle 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

  • 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 complete 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

Events

Roundtable: Empower Your Agents, Automate Processes, and Drive Business Results

Join Sentara, Bright Healthcare, and Independence Blue Cross to find out how you can reduce overhead and meet your unique business needs by elevating your agent experience with SAP Agent Performance Management.

Roundtable: Empower Your Agents, Automate Processes, and Drive Business Results

Join Sentara, Bright Healthcare, and Independence Blue Cross to find out how you can reduce overhead and meet your unique business needs by elevating your agent experience with SAP Agent Performance Management.

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

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

Questions? Get in touch!

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