SAP SuccessFactors Agent Lifecycle Management

By optimizing sales agent lifecycle management and agent experiences, you can drive business growth and profits.
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What is SAP SuccessFactors Agent Lifecycle Management?

With real-time insights into agent effectiveness, hierarchies and relationships, training, and compliance information, including certifications, you can better engage with your agents and empower them to support your company’s mission and goals.

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The SAP SuccessFactors Agent Lifecycle Management solution can help you navigate the agent lifecycle with an integrated, user-friendly platform that enables you to streamline processes, enhance collaboration, and drive agent productivity.

  • Cloud deployment
  • Comprehensive agent onboarding
  • Integration with compliance agencies
  • Ongoing relationship management
Improving sales performance management

Help agents meet their sales goals and provide high-quality customer service.

Read the paper

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.

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 features

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Streamlined agent lifecycle management

  • Manage and credit agents intuitively through complex hierarchies and crediting requirements

  • Reduce agent inquiry and drive greater productivity

  • Manage multiple lines of business on a single platform

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 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

Pricing

SAP SuccessFactors Agent Lifecycle Management
  • In blocks of 1 Record per year

  • Contract duration between 3 and 60 Month

  • Auto-Renewal

See buying conditions 

Features:

  • Metric:

    • This product is priced per Record per month. Pricing presented here is per Record per year.

  • Metric details:

    • 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 on the "Buy Now" button to find out if payment via credit card is supported in your country.

Technical and security information

SAP provides built-in security features and add-on solutions to help you protect your enterprise. This product is deployed in the cloud and is available as software as a service (SaaS), so you can access your software from any web browser.

Installation and setup

Follow these setup instructions so you can start running your SAP software quickly and confidently.

Configuration

Optimize the configuration of SAP products with our comprehensive configuration guide.

Integration

Find out how you can integrate SAP products with your existing IT landscape.

Data security

Help protect confidentiality and data integrity.

Business process security

Support compliance with regulatory requirements.

Risk and threat mitigation

Drive continuous improvement across your operations.

Cloud delivery options

Enable a smooth transformation while meeting security and compliance requirements.

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SAP Enterprise Support, cloud edition for SAP SuccessFactors HCM

Embedded in every SAP cloud solution at no additional fee, the SAP Enterprise Support, cloud editions offering can help drive your immediate and ongoing success through expert guidance, SAP Enterprise Support Academy, tools, reports, and services. 

SAP Preferred Success for HCM solutions from SAP

Our success resources from SAP Preferred Success can help you realize the value of your HCM solutions from SAP, achieve your desired business outcomes, enhance the user experience, and improve business performance and process integration.

Advisory and design service for employee experience with HCM solutions from SAP

This service has four advisory-based modules that can help you discover, design, impact, and adopt human capital management (HCM) programs. Mix and match the modules you need to strengthen employee engagement, performance, and retention.