SAP SuccessFactors Agent Performance Management

Effective onboarding, compliance, and incentive compensation management can help empower agents for productive field selling.
Screenshot of SAP Agent Performance Management

What is SAP SuccessFactors Agent Performance Management?

By elevating agent effectiveness through strategic incentive compensation management, you can foster profitable behaviors and drive revenue growth.

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The SAP SuccessFactors Agent Performance Management solution streamlines onboarding, compliance, and incentive compensation management to support the needs of your insurance company, helping optimize outcomes and deliver superior performance.
  • Cloud deployment

  • Integrated compliance and background checks

  • Streamlined dispute resolution

  • Reduction in agent inquiry and payment errors

Key benefits

Optimize agent compensation

Streamline agent incentive management and optimize outcomes by enabling users to create, refine, and distribute effective incentive compensation plans.

Maximize agent performance

Increase agent productivity and help boost agent retention by providing a one-stop shop for agent management with a consistent user experience.

Enhance operational efficiency

Onboard new agents faster, gain visibility into your book of business, manage effective relationships, and streamline communications with enhanced workflows.

Key features

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Effective agent 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

  • Help new agents start selling as soon as possible by onboarding them quickly with customized, automated self-services connected to your agent management system

  • Use electronic contracting to speed up onboarding

  • Track status with built-in checks

Advanced incentive management processes

  • Design, distribute, and model agent compensation plans and programs for an unlimited number of payees

  • Support multiple lines of business, numerous products, and plans for captive and independent agents

  • Promote desirable behaviors with splits, credits, tiered bonuses, accelerators, multidimensional rates, and more

Pricing

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

  • Contract duration between 12 and 36 Month

  • Auto-Renewal

See buying conditions 

Features:

  • Included:

    • Managing the agent lifecycle from onboarding to exit
    • Robust book-of-business management and crediting over complex hierarchies
    • Consolidating all agent data such as demographics, licenses, appointments, education certifications, and compliance with a single master record
    • Supporting full commission plan design and processing, including retroactivity and differential bonuses
    • Allowing smooth drill-through along the data lifecycle from transaction to payment and back again

  • Metric detail:

    • This product is priced per “record” per month. Pricing presented here is per record per year.
    • A 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.

Creating a unified agent experience

Boost productivity with SAP SuccessFactors Agent Connection.

Read the information sheet

See how customers are succeeding with SAP

Technical 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.

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 to 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