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Highly Functional, User-friendly Interface

McCamish Systems now offers a single platform to automate your sales force management.

At the base of a successful compensation system is the hierarchy that controls agent authority and compensation payments. No limit exists in the PMACS® application regarding the number of hierarchy levels, and the system provides such structures as alternate payee and third party marketer to help manage other key compensation relationships.

This fully integrated application provides you with the tools you need to:

Add new agents and specify their reporting hierarchies

Automatically pay commissions according to the schedules you set

Manage the producer process, including the renewal of appointments and licenses

Sales Force Management

The PMACS® application helps you manage your sales force effectively and process commissions quickly. The system automates the following key producer management processes:

Producer Maintenance: The PMACS® application is designed to support all producer-related activity with the flexibility to match your business practices. The system can support the real world case of multiple active relationships for an agent with separate contracts, compensation structures and processing rules as needed. And, all information can be consolidated at the agent level to provide a more holistic view of a producer across product lines or distribution channels, when appropriate.

Licensing: The PMACS® application supports insurance licensing, appointments, renewals and securities registration. Processing rules and follow-up notices are specific to a jurisdiction or function.

Compensation: The PMACS® application offers flexible compensation paying capability and interfaces with your policy administration systems to automate commissions resulting from sales. A scheduler is available to trigger periodic or irregular commissions.

Reporting: You can schedule reports or create ad-hoc reports by territory, wholesaler, distribution channel, and so forth. The system generates producer information and places it in a central repository, which is available to your entire organization.

System Administration: Wizard methodology helps you to easily add and update agents and other producers. Users can enter notes to clarify the reasons for entering various types of information. You can review any entry in the audit trail.

Flexible Design

The PMACS® application is flexible, multi-tiered and browser-based. It is scalable and data source independent—you can easily retrieve information from the relational database using a J2EE-compliant user interface or a variety of electronic data interface (EDI) options. The user-friendly application is programmed using object-oriented technology.

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For more information about McCamish Systems, please contact our Sales & Marketing group at Solutions@McCamish.com or call 800.366.0819.

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