5. Callidus SPM suite for Insurance Visibility Analyze Producer Performance TrueAnalytics/Datamart Execution Accurate Incentive Payments TrueComp Planning Automated On-Boarding Process TrueProducer Insight into Producer Productivity TrueAnalytics Multiple Legacy Systems Integration with 3 rd Party Licensing and Credentials TrueProducer Producer Admin Finance Producer Self-Service portal for Producers TrueProducer 360 degree view of Producer information TrueProducer Auditable Producer Payments and Reporting TrueComp/TrueProducer Accurate Producer Forecasts TrueComp Modeling
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10. Key Benefits 1.1 Import Stage tables and import scripts to import all reference data and relationships into TrueProducer Customization Workspace Ability to add and edit the labels displayed on the workspaces and ability to create, edit, and delete business units, processing units, lines of authority, and jurisdictions. New Database Platform Added DB2 database platform Line Of Authority Ability to track Multiple LOAs on a single state license
14. Key Benefits 5.2 Single On-boarding Enter producers and contracts into TrueProducer automatically in TrueComp Compensation Credential Checks Ability to write credential check rules in TrueComp MDLT Producer Comp Rules Ability to write comp rules against TrueProducer specific fields Ability to Pay Agency Added the ability to list the agency as the payee for the Agent
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16. Producer Data Management TrueComp View Modify Delete Write Rules Query Participant Data Producer Data Results Data TrueProducer View Modify Delete Write Rules Query Participant Data Producer Data
17. Contract Data Management Contracts can be assigned to a plan TrueComp View Modify Delete Write Rules Query Position Data Contract Data Results Data TrueProducer View Modify Delete Write Rules Query Position Data Contract Data
18. Rate Schedule and MDLT Data Management Rate Schedules and MDLTs are the same table in the Callidus Database TrueComp View Modify Delete Write Rules Query XML Import/Export MDLT TrueProducer View Modify Delete Write Rules Query XML Import/Export Rate Schedule
19. Categories Data Management Categories are the same tables in the Callidus Database TrueComp/ TrueProducer View Modify Delete Write Rules Query XML Import/Export Categories
20. Sample Formulas Example: Boolean Return Type Formula using Contract. Example: Currency Return Type Formula using Contract.*