SAP SuccessFactors Agent Lifecycle Management
SAP SuccessFactors Agent Lifecycle Management enables insurance companies to:
· onboard and manage producers (salespeople, agents).
· ensure that producers are compliant with regulatory and licensing requirements.
· manage their books of business.
Experts are responsible for the configuration, implementation or ongoing support of SAP SuccessFactors Agent Lifecycle Management. Examples: Administrators, Consultants, Architects, & Developers. A Business End User performs a wide range of tasks that allow for the optimal use of SAP SuccessFactors Agent Lifecycle Management and enables them to perform their everyday work. Examples: Sales Reps, Service Agent, Content Manager, & Marketeer. Pick the Role that best suits you below or choose the Video Library tab to access all videos that are relevant for SAP SuccessFactors Agent Lifecycle Management.
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This video demonstrates how to add and manage existing Code Types and Code Values in SAP SuccessFactors Agent Performance Management.
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This video demonstrates how to configure a new language for Users, Codes, Labels and Messages in SAP SuccessFactors Agent Performance Management.
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This video explains how to create and manage hierarchies in SAP SuccessFactors Agent Performance Management.
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This video offers an introduction of different reporting formats, including demonstrations of configuring a QB Query, viewing Report Form details and extraction of…
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This video introduces a demonstration in using Data Import Formats to import data into SAP SuccessFactors Agent Performance Management.
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In this video, you'll learn how to configure, customize and relocate Portals, Tabs and Menu Items in SAP SuccessFactors Agent Performance Management.
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This video demonstrates ways to add and manage widgets with global and user dashboards in Agent Lifecycle Management.
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This video demonstrates how to enable and disable global features and functions for users in SAP SuccessFactors Agent Performance Management.
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This video demonstrates how to test validation rules and parameters in the External Validator and OK2 features of SAP SuccessFactors Agent Lifecycle Management.
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This video demonstrates how to configure validation rules and parameters in the External Validator feature of SAP SuccessFactors Agent Lifecycle Management.
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This video introduces the features of the External Validator in SAP SuccessFactors Agent Lifecycle Management.
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This video demonstrates multiple ways to locate Product, Customer, and Contract records inAgent Lifecycle Management.
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This video explains how to create and manage Producer and Compliance records in Agent Lifecycle Management.
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This video offers a short introduction and demonstration of the SAP SuccessFactors Agent Lifecycle Management Book of Business. Learn to locate ownership, accounts…
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This video introduces SAP SuccessFactors Agent Lifecycle Management, formerly marketed as SAP Producer Pro and Calliduscloud ICM.
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This video offers a short introduction and demonstration of the SAP SuccessFactors Agent Lifecycle Management user interface.