Insurance Distribution Platform
for Life & Annuities

Life & Annuities

A life & annuity company requires a distribution platform that provides:

  • group life & health, fixed and variable annuities, fee based advisory services, wealth management, and retirement products.
  • flexible and dynamic hierarchy management capabilities with the ability to handle bonus and incentive programs.
  • advisors with 24/7/365 access (anywhere, anytime and on any device) to information allowing them to focus on sales rather than administrative tasks and shadow accounting.
  • a scalable platform that automates all onboarding, compliance and producer management activities.
  • VUE’s CRM for Insurance is built for the Life & Annuity market to drive your marketing & sales efforts to recruit, develop, and maintain relationships with in your distribution channel.
  • VUE Producer Portals deliver flexibility for Carriers to manage producer access to information.

“VUE understands our commitment to investing in our brokers, technology and infrastructure. We are continually evaluating leading technology solutions that will make it easier for our broker-partners to conduct business. Our partners will have convenient access to critical information anytime from anywhere.”

Phil Del Preore

Chief Information Officer

“We evaluated several vendors that provide compensation and sales performance management solutions in the insurance industry. VUE Software ultimately gave us what we needed. Our objective was to manage multiple compensation plans and payment frequencies, improve field communications, and improve business intelligence to provide decision support. We feel that in VUE Software, we have selected a partner and software platform that meets all of these needs and demonstrates the ability to be highly scalable and configurable for our current and future needs.”

Susan Boyea

Vice President, Shared Services - IT

“Using VUE Software’s Producer Compensation system, Gerber Life was able to expand its relationships with a number of key business partners helping everyone to grow their business.”

David Fier

VP Business Development

“We selected VUE Software’s Producer Compensation Management because it has a proven record of handling the complexities inherent in our business. The VUE Software team’s industry expertise and history of successful deliveries assured us that we are choosing the right strategic partner for this project.”

Ryan Patterson

Vice President

“VUE Software offers easy access, great dashboards, and transactional reporting for our advisors. With VUE’s automated carrier commissions feeds, our agents now get paid faster.  This technology provides our team with state-of-the-art capabilities to help grow today and for years to come.”

Mike Kalen

Chief Executive Officer

Highly configurable, flexible solutions for optimal sales and distribution of Life Insurance.

Process automation via flexible rules & workflow management capabilities

Flexibility to handle complex multi-product, multi-channel distribution models

Insurance Platform designed to enable growth

Optimize your distribution strategy with performance analytics tools

Mobile-ready self-service

web portals

Although portal technology is relatively common in the insurance industry, their usefulness can be limited due to poor design or a lack of understanding as to how a portal can benefit an organization. VUE Software’s mobile-enabled portals are transactional gateways to your organization, designed to empower your distribution team members on both sides, enabling them to perform self-service functions that improve team collaboration. Ultimately, your organization will be easy to do business with, increasing customer satisfaction.


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