Technology
Insurance and Financial Services Solutions
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Onboard
Compensate
Develop
Manage
- Producer Datastore →
- Onboarding →
- Producer Commissions →
- Statements and Reporting →
- Producer Portal →
- Canidium Agent Lifecycle Management →
Onboarding
With automation and rapid onboarding, producers are set up to sell sooner. The system automates key industry integrations, including NIPR, FINRA, background checks, contracting, eSignature, and online training.
Producer Commissions
Ensures accurate and timely calculations and reporting, supporting premium and member calculations, among others. It also accommodates agent of record changes and automates retroactive calculations, ensuring seamless and efficient adjustments.
Statements and Reporting
Easy access to pay statements and book of business reports is a crucial feature of agent lifecycle management software. This functionality empowers agents by providing them with immediate and convenient access to their financial records and performance metrics.
Producer Portal
Out-of-the-box user experiences for agents, agencies, managers, and carriers providing real-time access to all information within the SAP APM producer datastore.
Canidium Agent Lifecycle Management
Ready access to all demographic, compliance, and pay information is a key feature of SAP Agent Performance Management software. Canidium has developed proprietary IP to extend SAP platform capabilities, allowing agents, agencies, and managers to conveniently review and update information from any device 24/7.
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Discover
What are your current processes? Pain points? Goals? Through interviews, workshops, and documentation review, we assess your requirements to identify the key objectives of the APM implementation.
Align
You’ll work closely with the implementation team to align the APM solution with your business goals and processes. This may involve mapping out current workflows, defining new processes, and creating a roadmap for the implementation.
Implement
During implementation, we’ll configure the APM software to meet your specific requirements, integrate it with other systems (such as CRM and ERP), and test the solution.
Manage
Once the APM solution is implemented, the focus shifts to managing and maximizing its performance. We’ll train users, monitor system performance, and adjust as needed to optimize the solution.
Advocate
We’ll work with you to promote the benefits of the APM solution within your organization. This involves highlighting success stories, conducting training sessions, and providing ongoing support to ensure the project’s success.
Evolve
Your business needs will change. We’ll evaluate and evolve the APM solution by implementing new features when appropriate, exploring integrations, and optimizing processes to improve performance and ROI.
Gain a competitive edge with solutions crafted for the challenges of fintech and insurance.
Streamline your processes, from onboarding to retirement, boosting efficiency and reducing manual workload.
Maximize the power of your data with actionable insights into agent performance and lifecycle.
Benefit from the seamless integration and operational improvements by using our proprietary CALM system.
Seek strategic advice and support from the Canidium's committed team of experts.
Stay prepared for future shifts with solutions that adapt to meeting evolving business needs and challenges.
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Featured Article
Empowering Agents and Advisors, Streamlining Compliance: SAP APM for the Insurance and Wealth Management Industries
Empower agents and advisors, streamline compliance, and optimize external channel commissions with SAP APM for the insurance and wealth management industries.
