VUE Producer Onboarding is a flexible web-based solution that enables producers to quickly navigate the on-boarding process, while ensuring compliance and reducing transaction costs.
360° Full Producer Management Lifecycle
Use VUE Producer Onboarding as part of a complete insurance distribution management system to attract and facilitate sales and service with insurance producers. VUE producer Onboarding delivers the tools and integration points for the appointment, contracting and licensing phases of the full lifecycle of producer management.
| 360º Producer Management Lifecycle |
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Increase recruiting velocity with forms that make a great first impression and simplify the on-boarding process for prospective agents. Pre-filled and contextual forms reduce input redundancy and capture only what’s needed from agents to enhance the onboarding experience.
Deliver Just-in-Time Appointments
Delay finalization of the appointment process until after a new producer has written business with flexible, event-driven workflows. Improve the value the onboarding process brings to the organization by saving appointment fees on non-producing agents.
Reduce Transaction Costs
Because there is no third-party producer fees for PDB and NIPR checks, VUE Producer Onboarding dramatically reduces the transaction costs to qualify and appoint new agents.
Eliminate Manual Processes
Improve data quality and reduce the time agents spend resolving onboarding issues with fully-automated processes and verification rules configured through user managed workflows. Multi-point credential authentication and background checks ensure accuracy and trouble-free on-boarding.
Rules-based On-boarding Automation
Capture demographic information
Collect business background
Obtain disclosures
Run background checks
Collect and verify license Information
Certification tracking
Authorize product selling
Make appointments
Collect fees
Secure supporting documentation
Finalize producer contracts
Establish Producer in Home Office Systems
Set up hierarchies
Establish compensation schedules
Obtain assignments
Assign beneficiaries
Collect payment details
Record tax documents
Robust Workflow features
Standard NIPR & PDB integration
Background - check vendor integration
Task creation and routing
Graphical workflow and questionnaire designer
Form branching
Letter and email generation
E-signature support
Document management
Value
VUE Producer Onboarding helps deliver rapid return on investment through:
Agile agent on-boarding - Reduce onboarding time from weeks to hours.
Funnel visibility - Deliver insight into the producer onboarding progress.
Just-in-time appointments - Only appoint those agents that are actually selling.
No third-party transaction fees - Eliminate all middleware NIPR and PDB fees.
Increased selling time - Free sales resources from managing issues allowing more time to drive sales.
Lower cost of ownership - Business users are able to make changes to workflows and business rules themselves without expensive coding.
VUE Software utilizes Microsoft platform technologies as the foundation for all system development, providing a standard architecture to facilitate enterprise integration and assure a cost effective implementation.
VUE Software is an active member in Microsoft’s Insurance Value Chain (IVC) program and works closely with Microsoft to ensure leading system integration, scalability, reliability and security.