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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.

“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 through flexible rules and workflow management

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

Insurance Platform designed to enable growth

Optimization of distribution strategies with actionable insight into channel performance

Mobile-ready self-service

web portals

VUE Software’s mobile-enabled portals are transactional gateways to your organization, designed to empower your internal distribution-team members as well as agents/advisors, enabling real-time access to information that improves agent and advisor satisfaction.

Helpful Resources