The CallidusCloud ICM Medicare Model is delivered with out-of-the-box features — to support Medicare Advantage processing while complying with CMS regulations — including:

Standard Integration with CMS DTRR and Monthly Comp Report

In the ICM Medicare Model, CMS data is the trigger to managing all variations of commissions payout, true-up, and full and pro-rata chargebacks — all of which are handled automatically with clear and concise audit trails.

CMS Payout Formula

The rules-based calculation formula supports state, product, plan, and effective-dated payout rates regardless of the granularity of the rules and rates.

Advanced Retroactive Processing with 25 Retroactive Objects and Thousands of Retroactive Scenarios

The advanced retroactive processing functionality supports thousands of retro scenarios including but not limited to BOR, enrollee status, and retroactive hierarchy, rate, and compliance changes. Retroactive processing provides a clear, concise, and effective-dated before and after view of all changes.

Role-Based Security and Audit Trails

Role-based security within the solution allows complete control of access and privileges at the portal, screen, field, action, and row level while also providing detailed audit views and reporting of all changes.

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Brochure: ICM

Drive Producer Performance with Reporting, Analytics, and Dashboards ICM Medicare Model is delivered with a complete set of standard reports in addition to simple drag-and-drop tools that allow you to easily create your own reports, including automated scheduling and delivery.

Automate Business Processes with Workflow ICM Medicare Model has an optional workflow platform to support event-driven and user-generated workflow events. Configuration options allow non-technical users to easily set up tasks, resolution plans, and notifications. Workflow functionality can also be extended to producers through the Producer Portal to streamline communication with your producers, giving them more time to sell.

Integrate with System or Source of Data The Integration Portal simplifies inbound and outbound connectivity with all external systems and data sources and supports batch and real-time integration. The solution also includes an integrated ETL tool, complete scheduling functionality, and secure delivery of data via FTP.

Focus on Running Your Business While We Focus on Technology ICM is a cloud-based solution leveraging the CallidusCloud state-of-the-art data center and support services. ICM Medicare Model is backed by exceptionally strong SLAs and includes industry-leading disaster recovery services. Our proven delivery model and seasoned operations ensure a maintenance-free solution.

This document is provided for information purposes only, and the contents hereof are subject to change without notice. © 2017 Callidus Software Inc. All rights reserved.

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About CallidusCloud

Callidus Software Inc. (NASDAQ: CALD), doing business as CallidusCloud®, is the global leader in cloud based sales, marketing, learning and customer experience solutions. CallidusCloud enables organizations to accelerate and maximize their lead to money process with a complete suite of solutions that identify the right leads, ensure proper territory and quota distribution, enable sales forces, automate configure price quote, and streamline sales compensation — driving bigger deals, faster. Over 5,200 leading organizations, across all industries, rely on CallidusCloud to optimize the lead to money process to close more deals for more money in record time.

Benefits:

• Simplifies integration to any number of external systems

• Provides support for complex producer relationships and performance tracking

• Simplifies hierarchical tracking and payment• Drives performance• Simplifies pay for performance plan design• Ensures accuracy and transparency