Next Steps
Distribution Management
Distribution Management
Improve Profitability
Analyze, identify and prioritize high-margin products that bring maximum revenue.
Analyze, identify and prioritize high-margin products that bring maximum revenue.
Cut Operational Costs
Eliminate manual intervention through comprehensive automation and auditing.
Eliminate manual intervention through comprehensive automation and auditing.
Achieve Compliance
Meet Sarbanes-Oxley, credentialing verification and other regulatory requirements.
Meet Sarbanes-Oxley, credentialing verification and other regulatory requirements.
Managing a large insurance distribution channel is challenging. Doing so without an automated solution able to span multiple hierarchies, products and carriers is fraught with risk. If you are a carrier or agency serious about optimizing your channel efforts, Distribution Management (DM) technology is an important consideration. VUE Software® DM enables insurance agencies to streamline widespread distribution channels. Our insurance-specific set of DM solutions helps you onboard, train, license and compensate agents while reducing operational and administrative costs.
Coordinate Channel Communications
Dashboard alerts and notifications greatly simplify communication for the entire distribution channel. The rich automation capabilities that come with VUE Software DM reduce the cost of supporting complex distribution channel interactions. Real-time updates improve responsiveness to producer requests. Communication support also includes the following:
- Automatic communication to agents, users and clients
- Integration with email, fax and standard mail
- SAS 70 infrastructure compliance
Improve Cross-Selling
A complete view of member and agent records, comprehensive record details and multi-channel communication give agents confidence when engaging with customers. VUE Software insurance distribution solutions expedite approvals, streamline escalations and improve sales and renewal process efficiency. A wide range of capabilities help you retain customers:
- Conversion and cross-sell indicators
- Central access to email, appointments, call history and tasks
- A 360-degree member view
Speed Agent Onboarding
Speed and streamline onboarding to make a great first impression and simplify the application process for prospective producers. Pre-filled and contextual forms reduce input redundancies and capture only what is needed from producers for a positive onboarding experience. Time-saving features reduce the onboarding process from weeks to hours:
- Business background data collection
- Automated background checks
- License information collection and verification
Align Sales With Company Goals
Clear compensation metrics and commission statements leave no questions as to how producers are paid. This clarity causes them to focus on the priorities defined by the compensation program instead of spending time on shadow accounting. The following features and more help keep producers’ attention on sales behaviors that align sales with company goals:
- Goal management
- Producer portal module
- Accurate, customizable reporting
