Producer Management & Compliance

Solution Overview

Easily and accurately manage the administration of your external and internal agents. Stay on top of regulatory changes, meet compliance standards with accuracy and reliability while increasing efficiency across your organization.


Home Office In-the-Know

  • Agency & Agent profiles and contact information
  • Industry-leading hierarchy management
  • Automated checklist for requirements
  • Office Location Management

Compliance 24/7/365

  • License and appoint only those that are ready to sell
  • Non-resident / resident / renewal / licensing
  • Just-in-Time (JIT) Appointment management
  • Terminate appointment before renewals are billed
  • Complete checklist to approve activation
  • Expense reports per cost center
  • Automatic alerts
  • Always current state rules tables
  • Affiliates managed your way
  • Background checks

Communication & Approval

  • Follow-up and submit requests for approval
  • Email links or documents one at a time or in bulk
  • Send notices and tasks
  • Automatic tasks and emails based on parameters you set

Reports and Analytics

  • Configurable dashboards with 30+ OOB KPIs plus trend charts
  • Executive performance KPI’s based on your unique data
  • Reports manager
  • P60+ built in reports with easy-to-create
  • Create/view/print filtered data throughout VUE for ease of use


  • Mass update capability
  • 1099 and W2 integrations
  • Track education with any of the leading education firms
  • Reconciliation of open invoices with State and members

Tools to simplify the work

  • Toggle columns, save configurations, pick favorites, add filters
  • Audit trail down to the field and user
  • Upload any document and store option
  • Exception tracking
  • Configure trigger dates specific to the way you work
  • Edit workflows to behave how you want to work

“We performed an exhaustive search for the perfect partner for our TBS billing platform and are pleased to have selected VUE Software. VUE Billing & Collections, with its real-time billing, customer portals and easy broker access, was clearly the ideal choice. The system is configurable, which will help us continue to meet the need of our clients with the rapidly changing market. The VUE Software team brought both information technology expertise and industry-specific knowledge to the table, quickly responding to our needs, listening to what we wanted and successfully making it happen. This rapid-go-live attitude has allowed us to fulfill our promises to our carrier partners and our clients.”

Mike Crosetto

Chief Operating Officer

“We evaluated several technology solutions, but chose VUE Software because they demonstrated the ability to manage our business processes and we liked the fact that their software is built specifically for the insurance space. The depth of their domain experience and responsiveness of their team was also an influential factor.”

Andrew Potalivo

Vice President of Field Operations

“I want to thank each member of the VUE Software team for their exceptional effort.  We knew we were pushing the envelope to implement this solution so quickly. Each team member went above and beyond expectations to make this happen. Thank you for your continued excellence and dedication to making sure Molina Healthcare is able to keep our commitments to our brokers.” 

Janet Fosdick

Vice President

Simplify Your Business with VUE Business Process Automation Tools

Modernize your operations with a system that helps eliminate anachronistic methods such as making copies of licenses and training certificates, filling out forms, lengthy report processing, and slow paper-based interaction with state regulatory databases. Producer Management & Compliance business process automation allows you to implement new processes that receive timely data updates from agents, training vendors, NIPR and internal systems. Configure and automate your approval process to meet your specific needs.

Optimal Management | Producer Management & Compliance

Optimal Management

Producer Management & Compliance increases accuracy with agent data, full contact management, credentials, document management, contract management, flexible definition of your distribution models (channels and hierarchies/roles), and much more. This provides your organization with the required information to ensure precise responses and reporting.

Ensure Absolute Compliance

Producer Management & Compliance allows real-time integrated and automated licensing / license verification and appointing (including a Just-in-Time feature) with VUE’s direct connection. Reduce your overall transaction costs associated with licensing and appointing by using VUE Software’s automated web-based application. Benefit from increased efficiency. Enjoy the security of timely periodic reconciliations and avoiding costly compliance fines. With 24/7/365 web access, you are always in control of compliance.

360° Producer Lifecycle Management

360° Producer Lifecycle Management | Producer Management & Compliance

Producer Management & Compliance is simple and scalable to any organizational size. The flexible architecture allows you to integrate with other VUE products like onboarding to support Just-in-Time (JIT) appointments. Sophisticated features such as analytics increase operational efficiency. Easily and accurately manage the administration of your external and internal agent channels. Configurability means flexibility to stay on top of regulatory changes, meet compliance standards with accuracy and reliability while creating an efficiency across your organization. Carriers are able to implement the full Suite and Modules as required.

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