Access to Book of Business, Current Commissions, Marketing
Materials and More. In Real-Time on Any Device

Producer Self-Service Portal

Solution Overview

Producer Self-Service Portal is a web-based portal offering producers access to dashboards, reports, and book of business inquiry (policies and premiums) at-a-glance. Producer Self-Service Portal also provides tools for commission research and downloads (current and historical commission statements are readily available).


Web Portal

  • Automatic communication to agents, users and clients
  • Mail-merge documents, letters and reports
  • Integration with e-mail, fax and snail mail
  • Automatic rule-based distribution of documents
  • One-click commission statement generation
  • On-site or hosted deployment models

Performance Functions *

  • Dashboard Reporting: Agency staffing & credential dashboards, recruiting & onboarding dashboards such as approval, invite to appoint interval and other metrics, compensation dashboards such as sales & commissions tracking
  • Address changes, payment, and account details, inquiries on contracts and appointments, and service requests

* RequiresVUE Distribution Management Suite

Improve Producer Satisfaction

Producers have 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. This will provide producers a familiar connection from the point of on boarding or renewing their credentials to following up on their books of business.


Instant Information

Dashboard alerts and notifications expedite information to the entire distribution channel. Rich automation features reduce the cost of supporting complex sales and service organizations. Real-time updates allow accurate information to meet customer needs.

Target Your Content

Distribute documents to specific audiences such as top producers or those needing to update regulatory documentation based on pre-defined business rules. Simplify the processes for producers as well as sales management.

Proactively Manage Licensing & Appointment Renewal

Administer producer relationships with ease using automated expiration notices and simple design workflow processes. Instantaneously update commission changes and transfer active policies when producers leave the organization


360° Producer Lifecycle Management

360° Producer Lifecycle Management | Producer Self-Service Portal

Producer Self-Service Portal provides instant access to book of business in real-time on powerful dashboards.  Motivate your producers and increase customer satisfaction. Carriers are able to implement the full Suite and Modules as required.

Learn More About Producer Self-Service Portal