About VUE

Vue is a cloud-based sales commission and distribution management application designed primarily for the insurance sector. The solution comprises three integrated modules: Vue Onboarding & Compliance, Vue Distribution Compensation, and Vue CRM for Insurance. The integrated solution offers features such as electronic onboarding, compensation planning, compliance management, and a self-service portal.

With VUE Onboarding & Compliance, insurers can automate the onboarding process of new producers. The module offers features such as one-click synchronization with NIPR and PDB, background checks, appointment verification, appointment reconciliation, contracting, and document support. The module offers a live dashboard which displays the onboarding status of new producers in real time. A dedicated online portal for insurers and clients helps to keep track of key activities such as appointment schedules, document approval status, and pending actions.

The VUE Distribution Compensation module helps to manage complex commission and incentive programs. With this module, insurance companies can build flexible compensation programs, engage with the producers proactively, and monitor transactions. The module supports both traditional as well as variable compensation plans with the provision of creating compensation hierarchies and adding bonus programs. With the dashboard, users can drill down into policy details and generate various compensation reports and analytics for business performance evaluation.

The VUE CRM application helps in driving marketing efforts and maintaining relationships with various distribution channels. The module offers inbuilt tools for managing contact details, potential leads and opportunities, and communicating with the end clients. Apart from these, the solution also offers integration capabilities with other applications such as document management and marketing automation systems. Buyers can purchase the above modules as standalone offerings or as an integrated suite.

Key benefits of VUE

• Vue helps to design flexible user-defined bonus and compensation programs based on business requirements.

• With a single solution, businesses can manage multiple types of products such as insurance policies, contracts, and wealth management policies.

• The solution comes with features such as automated background check and rule-based document verification for streamlining the onboarding process of new producers with minimum human intervention.

• The integrated CRM tool helps to capture potential leads and manage relationships with existing clients and distribution channels.

• Vue offers online portals for clients to submit documents, collect policy information, and track approval status.

Devices

Business size

S M L

Images

Compensation dashboard
Track compensations
Track leads and opportunities
Configure business rules and workflows
Generate business reports & analytics
Capture client details
Access compensation metrics
View 8 more
VUE video
VUE screenshot: Compensation dashboard VUE screenshot: Track compensations VUE screenshot: Track leads and opportunities VUE screenshot: Configure business rules and workflows VUE screenshot: Generate business reports & analytics VUE screenshot: Capture client details VUE screenshot: Access compensation metrics

Features

Total features of VUE: 43

  • Agency Commission
  • Alerts / Escalation
  • Analytics/ROI Tracking
  • Audit Management
  • Audit Trail
  • Automatic Lead Distribution
  • Billing & Invoicing
  • Broker / Agent Portal
  • Campaign Planning
  • Client Portal
  • Commission Calculator
  • Commission Management
  • Commission Scheduling
  • Compensation Management
  • Compliance Management
  • Contact Management
  • Customer Profiles
  • Customizable Reports
  • Document Management
  • Document Storage
  • Electronic Signature
  • Email Distribution
  • Employee Reward Programs
  • Flat Commissions
  • Gamification
  • Incentive Management
  • Insurance Policy Management
  • Lead Management
  • Multi-Channel Management
  • Partner Management
  • Percentage Commissions
  • Pipeline Management
  • Proposal Generation
  • Quota Management
  • Registration Management
  • Reporting/Analytics
  • Rules-Based Workflow
  • Self Service Portal
  • Split Commissions
  • Task Management
  • Tiered Commissions
  • Underwriting Management
  • Version Control

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VUE FAQs

Below are some frequently asked questions for VUE.

VUE offers the following pricing plans:

  • Starting from:
  • Pricing model: One Time License
  • Free Trial: Not Available

Contact Vue for pricing information or a quote.

We do not have any information about VUE features

VUE has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

We do not have any information about what languages VUE supports

VUE supports the following devices:

We do not have any information about what integrations VUE has

VUE offers the following support options:

Email/Help Desk, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for VUE.