VUE IncentivePoint is a web-based incentive compensation solution with native integration to Microsoft Dynamics CRM
that streamlines all aspects of sales performance management for insurance organizations.
Advance Agent Sales Productivity
VUE IncentivePoint is a highly valuable tool for insurance organizations to manage
quotas, territories and incentives for complex distribution channels. The integration of
VUE Compensation Management with Microsoft Dynamics CRM allows unprecedented
unity between carrier, agency and producer. All stakeholders benefit from timely
communication regarding the sales pipeline and agents’ progress towards meeting
quotas and earning incentives. Producers are motivated to perform and management
can monitor performance to adjust incentives and quotas to meet the changes and
challenges of the marketplace.
|
Powerful workflow capabilities enable to system to adapt to unique business processes without custom coding. |
|
Easily configured dashboards deliver contextual intelligence on performance to quotas and incentives. |
 |
|
 |
Through the integrated interface of VUE
IncentivePoint and Microsoft Dynamics CRM,
companies can successfully leverage
historical data for more accurate forecasting
and budgeting. Territory history is easily
accessible and metrics for measuring agents’
goal attainment can be effectively identified,
quantified and monitored in near real-time.
Measurable Incentives, Optimal Motivation
Defined quotas can be presented to
individual agents inside of CRM, allowing
them to see exactly what they will earn when
they meet their quota. With such contextually
relevant and up-to-date information,
producers are strongly motivated to achieve
results, meet their quotas, and earn
incentives.
Insightful Territory Alignment
Flexible territory alignment allows companies
to define territories based on multiple values
such as Zip codes, Metropolitan Statistical
Areas (MSA), State, or even driving distance.
Accurate territory management ensures that
leads and opportunities are appropriately
assigned to agents based on their assigned
territories.
Agile Management and Execution
A unified platform allows disparate processes
to remain organized, updated and accessible
to all; facilitating communication with internal
and external stakeholders. Constant
feedback on the pipeline management
process greatly improves visibility and
performance monitoring. Managers can see
immediately how new plans modify sales
agents’ behavior.
Territory Definition - Flexible territory definition on disparate metrics such as zip codes, MSA, state or multi-state, graphically
or user-defined, or through plugging in to mapping programs for metrics like driving distance and travel time.
Quota Planning - Extract historical performance data from Microsoft Dynamics CRM to accurately estimate forecasted
values. Monitor agent performance and re-forecast as needed.
Performance Monitoring - Monitor such metrics as performance versus quota and performance by territory, product, and
customer demographics.
Compensation Workflow - Assess performance to determine appropriate quotas and incentives. Implement and communicate
new incentive programs to producers quickly via the web. Monitor progress, calculate commission, and complete commission
payouts.
Payout Calculation - Manage agent hierarchies and compensation plans for accurate payment calculation. Automated
verification reduces manual intervention.
Reporting & Analysis - Both out-of-the-box and ad-hoc reporting
options for flexible data analysis.
Value
VUE IncentivePoint helps deliver rapid return on investment for
Sales Performance Management projects through:
Delivery of profit statements that more accurately fit with sales projections.
Alignment of territories and quotas that drive increased agent performance.
Monitoring of up-to-date agent performance metrics for agile management and re-forecasting.
Gaining flexibility in territory definition for effective alignment of producers and prospect assignment.
Process alignment for improved visibility, efficiency, and agility.
VUE Software utilizes Microsoft platform technologies as the
foundation for all system development providing a standard
architecture to facilitate enterprise integration and assure cost
effective implementation on commodity hardware. VUE
IncentivePoint requires separate licensing and deployment of
Microsoft Dynamics CRM.
VUE Software is an active member in Microsoft’s Insurance Value
Chain (IVC) program and works closely with Microsoft to ensure
leading system integration, scalability, reliability and security.