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Blog

Are Insurance Companies Adopting Producer Lifecycle Solutions?

I have spent the last 20 years or so watching and helping in the evolution of CRM (Customer Relationship Management). The journey began while at the largest telecommunications company on the planet, running a team of seasoned architects. Our purpose was to map out the long-term application strategy for the infrastructure. During one of our… Read more »

by Charles JankowitzJune 12th, 2018

“Power Up” with the VUE Software Team at IASA

VUE Software has been an exhibitor at the IASA Annual Conference for several years. Each year we look forward to connecting with old friends and meeting new ones at this very vibrant event. This year’s theme, “Power Up,” points to the notion that knowledge is power, and this is the place to soak up knowledge… Read more »

by Margaret LivermoreMay 29th, 2018

Producer Management in the Era of Artificial Intelligence (AI)

Producers or Agents have been a part of the insurance distribution landscape for over 100 years. The role of the agent as a sales representative, customer service representative, in client management, as a business advisor to the carrier, and many other roles make the agent the king-pin, if you will, of getting insurance products into... Read more » by John SarichApril 30th, 2018

Medicare Advantage: 2018 Trends for Carriers, Agents, and Agencies

2018: the year of External Sales Agencies and Agents. In previous years, many Medicare carriers invested in growing internal call centers and internal sales teams. With the time and resources spent building complex team structures and internal hierarchies, carriers who had not planned well diverted attention from valuable agencies and agents. At a recent conference… Read more »

by Wesley GillisMarch 26th, 2018

The Evolution of Compensation Management System in a Changing Economy

When the average person thinks of insurance, they have an effective preconceived idea as to how to shop and purchase a policy, have coverage, or get administrative questions answered, and what to do in the event of a claim. But it wasn’t always that easy to navigate the insurance-buying process. From that early beginning—when insurance… Read more »

by John SarichMarch 14th, 2018

16th Annual Insurance-Canada Technology Conference: Insurance Vectors in Play: Risk, Technology, Engagement Feb 27th and Feb 28th

I’m looking forward to attending the Insurance Canada Technology Conference this year to learn and share ideas of how our Industry is preparing for change. This is a great conference to see new technology, share new concepts, and learn new business models that all come together under one roof. As the conference theme states: “Hear… Read more »

by Gil QuesnelleFebruary 28th, 2018

Meet the VUE Software Team at LIMRA 2018

As a regular participant at the LIMRA Distribution Conference for Financial Services, VUE Software is very excited by the theme this year: “New Rules of Engagement—The Future of Buying and Selling, focused on the future of sales in our industry.” This is a customer-centric model where “The ‘new’ client-advisor experience is one that emphasizes precise,… Read more »

by Margaret LivermoreFebruary 28th, 2018

Cue Carnac the Magnificent: 2018 Predictions for Insurance Technology

I recently received an inquiry from one of our analyst firms asking about issues in insurance technology for 2018. It’s the New Year, so receiving this type of questionnaire isn’t unusual and it does have the benefit of making me think about what we will be talking and writing about in 2018. So, without further… Read more »

by John SarichJanuary 29th, 2018

Preparing for State Appointment Renewals 2018

Many carriers are starting to receive annual appointment renewal invoices, from insurance departments which can be quite daunting, to say the least. We all know that if we miss paying an invoice by the due date, all appointments get automatically terminated. The good thing is that technology is available to help us get organized and… Read more »

by Gloria CamachoJanuary 9th, 2018

Oklahoma Announced it No longer Allows Backdating!

The Oklahoma Department of Insurance announced on October 27, 2017 that they will no longer allow appointments to be backdated beginning December 27, 2017. Oklahoma will join Georgia and Pennsylvania, which also do not allow backdating of appointments. What is appointment backdating? Generally, it is the process by which states allow carriers to appoint an… Read more »

by Gloria CamachoNovember 29th, 2017