VUE Producer Onboarding is a flexible Web-based solution that speeds the onboarding process while ensuring compliance and reducing transaction costs.
360º Producer Lifecycle Management
Use VUE Producer Onboarding as part of a complete insurance distribution-management system to attract and quickly onboard the best producers. VUE Producer Onboarding delivers the tools and integration points for the appointment, contracting and licensing phases of the full lifecycle of producer management.
| 360º Producer Lifecycle Management |
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Speed and streamline onboarding with online onboarding that makes a great first impression and simplifies the process for prospective producers. Pre-filled and contextual forms reduce input redundancies and capture only what is needed from producers to enhance the onboarding experience.
Realize Just-in-Time Appointments
Event-driven workflows delay finalization of the appointment process until a new producer has written business. By avoiding the payment of appointment fees for non-producing agents, carriers eliminate unnecessary costs and increase the value onboarding brings to the organization.
Reduce Transaction Costs
Because there are no third-party fees for National Insurance Producer Registry (NIPR) and Producer Database (PDB) checks, VUE Producer Onboarding dramatically reduces the transaction costs for qualifying and appointing new producers.
Eliminate Manual Processes
Improve data quality and reduce the time producers spend resolving issues with fully-automated processes and verification. Multi-point credential authentication and background checks ensure accuracy and trouble-free onboarding.
Onboarding Automation:
Capture demographic information
Collect business background data
Obtain disclosures
Run background checks
Collect and verify license Information
Track certifications
Authorize product selling
Make appointments
Collect fees
Secure supporting documentation
Finalize producer contracts
Capable Home Office Tools:
Set up hierarchies
Establish compensation schedules
Obtain assignments
Assign beneficiaries
Collect payment details
Record tax documents
Robust Workflow:
Standard NIPR & PDB integration
Background - check vendor integration
Task creation and routing
Graphical workflow and questionnaire designer
Form branching
Letter and email generation
E-signature support
Document management
Value
VUE Producer Onboarding helps deliver a rapid return on investment (ROI):
Agile producer onboarding – Reduce onboarding time from weeks to hours.
Funnel visibility – Deliver insight into the producer onboarding process.
Just-in-time appointments – Only appoint producers who are actually selling.
No third-party transaction fees – Eliminate all middleman NIPR and PDB fees.
Increased selling time – Free sales resources from managing issues so there is more time to drive sales.
Error reduction – Enforce compliance and sharply reduce errors with systematic workflows that eliminate manual data-entry.
Lower cost of ownership – Eliminate expensive coding and empower business users to make changes to workflows and business rules themselves.
VUE Software utilizes Microsoft® platform technologies as the foundation for all system development, providing a standard architecture to facilitate enterprise integration and ensure cost effective implementations.
VUE Software is an active member in Microsoft’s Insurance Value Chain (IVC) program, working closely with Microsoft to ensure leading system integration, scalability, reliability and security.