The document discusses the TrueProducer software for administering insurance producers. It provides an overview of key functionality, including 360-degree producer views, analytics and reporting, producer onboarding and credential management. Upcoming releases will enhance integration with other Callidus products and provide additional insurance-specific functionality.

1. Better Producer Administration with TrueProducer Leslie Martensen Sr. Product Manager

3. TrueProducer Business Challenges We can do all this with TrueProducer

4. 360 º View of Your Producers

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

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

11. Customization

12. Lines of Authority

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

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.*

23. Callidus TrueProducer Demo

24. Questions