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Insurance and Financial Services Solutions

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Transforming the producer experience by implementing and supporting industry-leading software.

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An essential tool for businesses in the fintech and insurance sectors, Agent Performance Management automates the entire lifecycle of agents and advisors, from onboarding to all commissions and compliance management. 

Our expertise in SAP Agent Performance Management (APM), Agent Connection (AX), and our proprietary Canidium Agent Lifecycle Management (CALM) provide integrated solutions to streamline agent management for complete compliance and operational efficiency. 

As the largest and most experienced APM team in the industry, Canidium is uniquely poised to create cutting-edge solutions for organizations and projects of any size.

Producer Datastore

Establish a scalable foundation of agent and agency information fully integrated with compliance, commissions, reporting, and an online portal. This capability is unique amongst industry compliance and commissions software applications.


With automation and rapid onboarding, producers are set up to sell sooner. The system automates key industry integrations, including NIPR, FINRA, background checks, contracting, eSignature, and online training.

Producer Commissions

Ensures accurate and timely calculations and reporting, supporting premium and member calculations, among others. It also accommodates agent of record changes and automates retroactive calculations, ensuring seamless and efficient adjustments.

Statements and Reporting

Easy access to pay statements and book of business reports is a crucial feature of agent lifecycle management software. This functionality empowers agents by providing them with immediate and convenient access to their financial records and performance metrics.

Producer Portal

Out-of-the-box user experiences for agents, agencies, managers, and carriers providing real-time access to all information within the SAP APM producer datastore.

Canidium Agent Lifecycle Management

Ready access to all demographic, compliance, and pay information is a key feature of SAP Agent Performance Management software. Canidium has developed proprietary IP to extend SAP platform capabilities, allowing agents, agencies, and managers to conveniently review and update information from any device 24/7.

Canidium has extensive experience with SAP SuccessFactors Agent Lifecycle Management software and many others. Share your use case, budget, pain points, and goals, and we’ll gladly guide your vendor selection.


What are your current processes? Pain points? Goals? Through interviews, workshops, and documentation review, we assess your requirements to identify the key objectives of the APM implementation.


You’ll work closely with the implementation team to align the APM solution with your business goals and processes. This may involve mapping out current workflows, defining new processes, and creating a roadmap for the implementation.


During implementation, we’ll configure the APM software to meet your specific requirements, integrate it with other systems (such as CRM and ERP), and test the solution.


Once the APM solution is implemented, the focus shifts to managing and maximizing its performance. We’ll train users, monitor system performance, and adjust as needed to optimize the solution.


We’ll work with you to promote the benefits of the APM solution within your organization. This involves highlighting success stories, conducting training sessions, and providing ongoing support to ensure the project’s success.


Your business needs will change. We’ll evaluate and evolve the APM solution by implementing new features when appropriate, exploring integrations, and optimizing processes to improve performance and ROI. 

When you partner with Canidium for your APM needs, you are connecting with a leading provider of advanced solutions tailored for the fintech and insurance industries. Our expertise and innovative processes, including our CALM system, are specifically designed to tackle operational challenges, improve regulatory compliance, enhance operational efficiency, and facilitate data-driven decision-making

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Gain a competitive edge with solutions crafted for the challenges of fintech and insurance.

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Streamline your processes, from onboarding to retirement, boosting efficiency and reducing manual workload. 

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Maximize the power of your data with actionable insights into agent performance and lifecycle. 

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Benefit from the seamless integration and operational improvements by using our proprietary CALM system. 

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Seek strategic advice and support from the Canidium's committed team of experts. 

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Stay prepared for future shifts with solutions that adapt to meeting evolving business needs and challenges. 

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