VUE Software

VUE Software

Insurance Distribution Platform for Carriers, MGA, IMO, FMO

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VUE Software Overview

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.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

VUE Software Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription

Contact Vue for pricing information or a quote.

VUE Software Features

  • Client Portal
  • Customizable Reporting

  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Automatic Reminders
  • Billing & Invoicing
  • Calendar Management
  • Customer Database
  • Data Import/Export
  • Electronic Payments
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Quote Management
  • Reporting & Statistics
  • Search Functionality
  • Third Party Integration

Additional information for VUE Software

Key features of VUE Software

  • Analytics / ROI tracking
  • Audit trails
  • Campaign management
  • Client portals
  • Compensation & incentive programs
  • Customer service analytics
  • Customizable reporting
  • Document managemen
  • Email distribution
  • Exception tracking and escalation
  • Gamification
  • Incentive programs
  • Lead distribution
  • Multi-channel management
  • Proposal generation
  • Quota and target management
  • Registration management
  • Rule based workflow

Benefits

• 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.

VUE Software FAQs

Below are some frequently asked questions for VUE Software.

Q. What type of pricing plans does VUE Software offer?

VUE Software offers the following pricing plans:

Pricing model: Subscription

Free Trial: Not Available

Contact Vue for pricing information or a quote.

Q. What are the main features of VUE Software?

VUE Software offers the following features:

  • Analytics / ROI tracking
  • Audit trails
  • Campaign management
  • Client portals
  • Compensation & incentive programs
  • Customer service analytics
  • Customizable reporting
  • Document managemen
  • Email distribution
  • Exception tracking and escalation
  • Gamification
  • Incentive programs
  • Lead distribution
  • Multi-channel management
  • Proposal generation
  • Quota and target management
  • Registration management
  • Rule based workflow

Q. Who are the typical users of VUE Software?

VUE Software has the following typical customers:

Large Enterprises, Mid Size Business, Small Business

Q. What languages does VUE Software support?

VUE Software supports the following languages:

English

Q. What type of pricing plans does VUE Software offer?

VUE Software has the following pricing plans:

Subscription

Q. Does VUE Software support mobile devices?

We do not have any information about what devices VUE Software supports

Q. What other apps does VUE Software integrate with?

We do not have any information about what integrations VUE Software has

Q. What level of support does VUE Software offer?

VUE Software offers the following support options:

Online Support, Phone Support, Video Tutorials