Insurance Distribution Platform
for Life & Annuities
Life & Annuities
Life, Annuity, & Retirement companies require a highly functional and flexible distribution platform that manages a variety of products and services:
- Individual life and fixed and variable annuities, fee-based advisory services, wealth management, retirement products, and other voluntary coverages.
- Group life and worksite benefits requires an agile and flexible platform to meet expanding needs of a multi-faceted workforce.
- Flexible and dynamic hierarchy-management capabilities with the ability to facilitate Book-of-Business agility, handle bonuses, incentive programs, agent tiers, and more.
- 24/7/365 access (anywhere, any time, and on any device) to advisors to access real-time client policy and product information for improved sales performance.
- A scalable platform that automates all aspects of sales and advisor life-cycle management from onboarding, compliance, and contracting, to renewal or termination.
- VUE’s CRM for Insurance is built to drive your sales efforts including upsell and cross sell of existing policyholders and market entry on multiple distribution channels.
- VUE’s Producer Portal is designed for carriers, advisors, and brokers to provide real-time access and relevant information to improve advisor and client satisfaction.
- Performance Analytics & Business Intelligence to deliver dynamic data analysis and insight into all aspects of managing distribution.