PMACS® Platform
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PMACS® Performance Management Accelerator
- Track Individual and group performance goals
- Flexible goal structure
- Track performance by individual, team, and product
- Support performance-based
- incentive management
- Standard interfaces
- Gamification-enabled
PMACS® Producer Portal
- Self-service option for producers
- Producer demographics and regulatory compliance details
- Hierarchy-based access alerts on pending business
- Commission history and statements
- Aggregate performance measures
- Social networking features
- Blast news
PMACS® Leads Management
- Fully automated lead lifecycle management
- Source-agnostic lead capture process
- Ability to aggregate leads generated from various internal and external sources
- Intuitive assignment of leads to producers with a unique “producer-lead mapping” algorithm
- Detailed dashboard for home office users
- Ability to link leads conversion to producer performance, driving sales effectiveness
PMACS® Producer On-boarding
- Background verification
- Verification of pre-registration requirements
- Pre-licensing examination, product and carrier training tracking
- NIPR integration for PDB synchronization
- Online contracting
- Personal disclosures
- E-Signature
- Built-in workflow and document management
- Fully automated correspondence and alerts
PMACS® Producer Management
- Dynamic authority to sell
- License, appointments, registrations, and renewals
- Track continuing education and product training
- Maintain producer demographics, contracts, and selling agreements
- Full-fledged data warehouse to cater to all reporting needs
- Integrated with DTCC, NIPR, and appointment vendors
- Support complex hierarchies and multiple relationships
- Scheduled and ad-hoc reports to cater to all your needs
- Full-fledged audit capability
PMACS® Compensation Management
- Process commissions and overrides
- Support complex compensation hierarchies
- Pay commissions through multiple channels
- Process chargebacks and manual adjustments
- Comprehensive debt management
- Commission statement aggregator
- View and approve trial statements
- Integrated with disbursement systems for commission pay-outs
- Full-fledged data warehouse to cater to all reporting needs
- Plus, all the capabilities of our performance management accelerator
PMACS® Performance Management Accelerator
- Track Individual and group performance goals
- Flexible goal structure
- Track performance by individual, team, and product
- Support performance-based
- incentive management
- Standard interfaces
- Gamification-enabled
PMACS® Producer Portal
- Self-service option for producers
- Producer demographics and regulatory compliance details
- Hierarchy-based access alerts on pending business
- Commission history and statements
- Aggregate performance measures
- Social networking features
- Blast news
PMACS® Leads Management
- Fully automated lead lifecycle management
- Source-agnostic lead capture process
- Ability to aggregate leads generated from various internal and external sources
- Intuitive assignment of leads to producers with a unique “producer-lead mapping” algorithm
- Detailed dashboard for home office users
- Ability to link leads conversion to producer performance, driving sales effectiveness
PMACS® Producer On-boarding
- Background verification
- Verification of pre-registration requirements
- Pre-licensing examination, product and carrier training tracking
- NIPR integration for PDB synchronization
- Online contracting
- Personal disclosures
- E-Signature
- Built-in workflow and document management
- Fully automated correspondence and alerts
PMACS® Producer Management
- Dynamic authority to sell
- License, appointments, registrations, and renewals
- Track continuing education and product training
- Maintain producer demographics, contracts, and selling agreements
- Full-fledged data warehouse to cater to all reporting needs
- Integrated with DTCC, NIPR, and appointment vendors
- Support complex hierarchies and multiple relationships
- Scheduled and ad-hoc reports to cater to all your needs
- Full-fledged audit capability
PMACS® Compensation Management
- Process commissions and overrides
- Support complex compensation hierarchies
- Pay commissions through multiple channels
- Process chargebacks and manual adjustments
- Comprehensive debt management
- Commission statement aggregator
- View and approve trial statements
- Integrated with disbursement systems for commission pay-outs
- Full-fledged data warehouse to cater to all reporting needs
- Plus, all the capabilities of our performance management accelerator
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