Support compensation plans

of any type with bonus plans and
contingent commissions.

VUE Compensation

Solution Overview

A powerful and flexible solution that makes it easy for large distributors (MGA, FMO, IMO, and Brokers) to administer revenue and provide rich commission and incentive programs. Includes a robust, automated revenue reconciliation tool to manage revenue receivables and identify discrepancies in commission payments made by carriers, allowing you to recover rightful income.


Supports All Insurance Compensation Plans

  • Supports all insurance industry flat rate and percentage commission structures
  • Supports graduated and tiered commission plans
  • Supports monetary and non-monetary incentives
  • Allows strict rules and oversight of compensation advances (annualization)

Revenue Reconciliation

  • Create revenue receivables
  • Recognize revenue as earned or unearned based on the occurrence of certain events
  • Reconcile receivables against revenue and identify and fix mismatches
  • Make adjustments or create write-offs against receivables and reconcile mismatches
  • Choose a different commission, advance, and bonus template to retroactively recalculate and reconcile

Powerful Event driven Compensation Calculation Engine

  • Advanced hierarchy functions (see below)
  • Supports custom sales measures
  • Supports user-defined commissionable events, e.g., charge backs, renewals, etc.
  • Multiple events from one payment
  • Supports multiple hierarchies per payee
  • Automated scheduler for compensation plans and payouts
  • Allows statement previews
  • Provides the ability to retroactively make changes to a plan, producer, or policy characteristics along with effective dates

Distributor Book of Business

  • Create a policy database of your book of business
  • Manage multiple types of insurance contracts/policies
  • Track new business and renewals
  • Serve unlimited hierarchy tiers
  • Provide efficient policy and insurance plan research
  • Recognize revenue as earned or unearned based on the occurrence of certain events
  • Post to a general ledger

Custom Compensation Workflows

  • Flexible user-defined bonus and compensation programs
  • Custom limits and approvals
  • Custom bonus approval processes
  • Business rules for payouts based on business requirements

Insurance Product-Line Support

  • Manages multiple types of insurance contracts/policies with features unique to each line
  • Manages multiple types of financial and wealth management products & services
  • Tracks new business registration
  • Serves unlimited hierarchy tiers
  • Enables multiple commission splits
  • Provides efficient policy and insurance plan research
  • Presents complete audit trails

Requires Producer Self-Service Portal*

“Give your producers 24/7 service”

Producer Book of Business (BOB)*
  • Policy and premium research
  • Production reporting
  • Insured research
Commission Self-Service Center*
  • Commission research
  • Commission disputes
  • Downloadable commission records
  • Submitted business reports
  • Commission statements
  • Tax reporting information
Incentive Self-Service*
  • Plan performance management
  • Bonus qualification reporting
  • Bonus approvals
  • Supports gamification

VUE Components

Producer Database

  • Producer profiles (accounts) with demographics
  • License and appointment for eligibility checking
  • User defined fields and entities

Hierarchy Management

  • Reporting and commissionable hierarchies
  • Special incentive hierarchies
  • Tools to replace, promote, and merge producers within hierarchies

Tools to automate the work

  • Graphical workflow and questionnaire designer
  • Form designer with branching
  • Letter and email generation
  • Report writer

Tools to simplify the work

  • Work que metrics and dashboards
  • Personalized queries and results
  • Audit trail down to the field and user level
  • Upload document
  • Exception tracking and escalation
  • Add notes at producer or credential level

Communicate and approve with ease

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


  • Standard integrations include policy data, premium data, commission files, accounts payable, payroll, general ledger, agent balances
  • Standard web services for commission detail, commission statements, balance information, hierarchy

"We needed a commission system to consolidate commission statements from multiple carriers into one commission statement for our agents. VUE Software’s Producer Compensation Management system empowers our agents to sell for many different carriers without the headache of multiple commission statements and payments giving them a huge advantage in the marketplace. In addition, VUE Software’s Produce Portal allows our agents to go to one website to see their commission statements and the amount of their payments for that week.”.

Steve Hatem

Chief Executive Officer

“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

“With our business expansion, we needed a system that could manage our commissions processing and help track a rapidly-expanding distribution channel. VUE Software provided us with a solution that would fit well into our existing model and scale to meet growth expectations. The VUE Software team’s understanding of our business and experience in implementing solutions for other managing general agencies are major factors that prompted our decision.”

Don Fronczak

Chief Operating Officer
VUE Software | Amer-life Logo

“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

Manage Any Type Of Compensation Plan

Utilizing the intuitive interface of VUE Compensation, distributors can create incentive programs (i.e. commissions, bonuses, gamification), that maximize sales for the most profitable products. React quickly to market opportunities with flexible compensation strategies. Gain a competitive advantage and deliver the flexibility sales and marketing executives require in today’s market.


Increase Producer Retention And Satisfaction

VUE Compensation enables producers to access clear compensation metrics and commission statements that are easily understood. Statement accuracy allows producers to focus on sales and revenue rather than wasting time on shadow accounting. This accuracy increases retention and satisfaction as producers choose to do business with carriers that make it easy to do business.

Revenue Reconciliation: Recover Earned Revenue

Revenue reconciliation identifies discrepancies in commission payments made by carriers, allowing you to recover rightful income. It forecasts cash inflow based on various parameters and compares side-by-side expected commissions rather than the amount received from carriers, ensuring total accuracy and smooth transactions. Revenue reconciliation helps insurance-marketing organizations, private exchanges, distributors, and producers to easily identify and collect “shorts” in Medicare Advantage, Life renewal, and any other type of commission payments from carriers.

Hierarchy Management

VUE Software’s advanced automation capabilities greatly enhance the management of complex producer and distributor hierarchies to ensure accuracy and timeliness of commission transactions. You can drill down into the details of how each policy is paid, along with reporting hierarchies for effective, accurate commission payments.

Insurance Agent Compensation Software

Transform Producer Satisfaction With VUE’s Self-Service Portal*

VUE’s Self-Service Portal allows you to customize and automate the entire commission process including commission records and online commission-dispute resolution. It also enables producers to download commission and tax records, manage sales quotas and targets, and report bonus qualifications and approvals with full production reporting. VUE Compensation integrates seamlessly with VUE’s Producer Self-Service Portal.

Learn More About VUE Compensation