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

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

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

Read the solution brief

Key Benefits of SAP Agent Performance Management

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 Capabilities of SAP Agent Performance Management

End-to-end agent lifecycle management

Establish a centralised 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 synchronisation with key regulators

Build a business case

Managing insurance intermediaries in the digital era

Discover the importance of providing a future-ready intermediary management platform and the capabilities needed to support it.

Read the IDC InfoBrief

What are analysts saying about SAP?

Leading the way in sales performance management

Read Gartner’s guide to evaluating solutions for driving sales, aligning incentives, automating commissions, and planning territory and quota strategies.

Read the report

Get Started

Jump-start your implementation and drive ROI by collaborating with industry experts, consultants, and support engineers throughout your journey.

Services

Transform your business quickly and effectively by taking advantage of our holistic service and support plans, expert consulting services, custom application development, proven best practices, and deep industry and technical knowledge.

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Support

Get the support you need to keep your SAP solutions running at peak performance with our IT experts and support services, including long-term plans, embedded teams, remote technology support, self-service portal, and innovation strategies.

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Security and Compliance

Focus on your business and customer relationships, while knowing that your data is safe and reliable. With a proactive, predictive approach, SAP helps ensure compliance and data security in the cloud and within an on-premise data centre.

Learn about security at SAP

Questions? Get in touch!

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