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Increase Insurance Agent Satisfaction with VUE’s Producer Portal

In his article in the Boston Globe, “Instant gratification is making us perpetually impatient,” Christopher Muther speaks of the impact this culture has on businesses. “The demand for instant results is seeping into every corner of our lives, and not just virtually. Retailers are jumping into same-day delivery services. Smartphone apps eliminate the wait for a cab, a date, or a table at a hot restaurant.”

Producer Self-Service Portal

In the Insurance industry, we find agents gravitating to carriers and distributors that give them instant access to product, book of business, commission and other important information. 24/7/365 access is an expectation, not a desire. The VUE Self-Service Portal gives the agent access to sales and incentive dashboards, production reports, book of business inquiries (policies and premiums), rich commission research, and downloadable tools with drill-down reports and queries. This tool empowers agents to manage their careers; they can easily access real-time data that motivates them to increase revenue and improve customer service. Access to information is role based and can be changed at any time to accommodate changing roles

VUE Producer Self-Service Portal benefits

  • Sales and incentive dashboards, production reports, and book of business inquiries (policies and premiums).
  • Easily configured information by role and hierarchy. Each level of the hierarchy can see their own information and the information down line.
  • Rich commission research.
  • Customizable dashboards with graphical representation.
  • Communication between the agent and home office through requests.
  • Document viewing.
  • Fewer customer-service inquiries, as agents can send requests and access information online.
  • Customizable widgets to view information that is important to them on their dashboards.
  • Dashboard alerts and notifications, expediting incentive, book of business, and agent status information to the entire distribution channel.
  • Targeted content for specific audiences such as top producers or those needing to update regulatory documentation based on predefined business rules.
  • Proactive licensing management and appointment renewal with ease using automated expiration notices and simple-to-design workflow processes.

VUE Producer Self-Service Portal enables producer lifecycle management as managers are able to view the entire distribution process, monitor performance, share information, access reports, and communicate with producers singly or as a group.

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