“VUE Software provides a solid solution for the insurance industry”


VUE CRM for Insurance

Solution Overview

A robust web-based out-of-the-box CRM application built for Life & Annuity, P&C, and Health insurers. Drive growth and support your marketing & sales efforts to recruit, develop, and maintain relationships in your producer distribution channel. We offer unmatched flexibility and configurability that fosters producer management, hierarchy management, lead & opportunity management, 24×7 accessibility and VUE analytics.

VUE CRM for Insurance requires the purchase of a VUE module e.g. (VUE Distribution Compensation or VUE Onboarding & Compliance or both)


Contact Management

  • Sales communication management
  • Sales meeting note sharing
  • Producer critical life events and interests
  • Plan creation and task tracking
  • Service request tracking
  • Capture notes and call reports

Work Management

  • Tasks and activity tracking
  • Calendar management
  • Document upload
  • Reporting
  • Custom document creation
  • Email “mail merge”
  • Document storage



  • Producer prospect pipeline management
  • Recruiting dashboard
  • Social media insight
  • Producer qualification

Sales Opportunity Management

  • Lead management and duplicate detection
  • Lead and opportunity tracking
  • Opportunity reporting and dashboards
  • Sales KPI dashboards
  • Sales call reports

Sales Reporting

  • Book of business database of polices
  • Active policy measurements
  • Key performance metrics tracking: total revenue per policy, book of business, renewals and retention and loss ratios, etc.


Territory Performance Management

  • Quota planning
  • Track both monetary and non-monetary goals
  • Attainment and performance indicators
  • Enhanced producer relationship (meeting notes, call reports, etc.)
  • Service requests
  • Production reports

Custom Sales Workflows

  • Customized sales process rules
  • Streamline administrative processes
  • Automate work distribution
  • Sales trend analysis
  • Unlimited related objects and entities
  • Content library
  • Integration with Marketing Automation Systems

VUE Analytics

  • Sales performance reporting with targeted KPI’s
  • Profitability analytics
  • Producer segmentation by category
  • Producer run rates, sales, policies and loss tracking
  • Customizable dashboard creation

Requires Producer Self-Service Portal*

“Give your producers the power to maintain their own information”

  • Activity views
  • Reporting
  • Service requests
  • 24/7 profile updates
  • Task management
  • Producer specific dashboards

VUE Components


  • Marketing automation systems
  • Compliance systems
  • Policy admin systems
  • Document management systems

Producer Database

  • Producer profiles (accounts) with demographics
  • License and appointment framework
  • User defined fields and entities

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

Hierarchy Management

  • Unlimited hierarchies
  • Reporting hierarchies
  • Location hierarchies
  • Commission hierarchies
  • Book of business transfers

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

Tools to automate the work (Requires Performance Management Plan)

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



“Integrity is growing and a critical part of our success is deploying optimal technologies that positively impact our company. We selected VUE Software because its technology is scalable, flexible and will grow with us and meet our future needs. VUE truly understands our business and is a key partner in our growth strategy. This is a very exciting initiative that allows us to enter new markets quickly, profitably, and effectively.” 

Bryan Adams

Managing Partner

“VUE Software’s company culture aligns with our belief in continuous technological improvement and commitment to enhancing the digital experience. Their leading-edge technology offers the flexibility, configurability, and scalability we require as a forward-thinking, customer-focused insurance company.”

Sanjay Pandey

Chief Information 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

“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

Producer Management

Organize prospects and agencies by managing day-to-day tasks with other users on the VUE network such as brokers, IMOs, and home office users in other locations. Segment agencies based on different characteristics and devise growth plans for each segment. Formulate distribution strategies based on actual performance to support better decision making, creating customized incentives that enhance the overall producer–carrier relationship.

Lead and Opportunity Management

Lead & Opportunity Management

A 360˚ real-time view of your producer through interactive dashboards allows users to track key performance measures, critical sales metrics such as premium growth, book of business, and retention ratio, and manage pipelines. VUE Software’s Producer Relationship Management feature builds pre-populated custom documents to suit your needs.

Accelerate Producer Recruiting and Expand new Channels

Automate the entire recruiting process from producer lead acquisition to producer contracting through paperless e-forms. The producer qualification process is completely customizable to your business strategies and seamlessly loads data into the contracting process. Managers have access to a comprehensive funnel dashboard with detailed views of prospects and their activities, enabling them to pinpoint opportunities for improvement and growth.

Built Exclusively for Insurance

VUE CRM for Insurance is delivered out-of-the-box with insurance specific objects and workflows that allow your marketing & sales operations to recruit, qualify, contract, implement complex distribution strategies, manage producer activities, and automate reports, documentation, auditing, and administrative tasks. VUE CRM for Insurance is ready-to-use out-of-the-box, simply configured to each user’s specifications, is mobile-enabled, and allows your distribution partners and producers to have 24/7/365 access to pertinent information.

Sales CRM for Insurance
Sales Performance Management | Performance Analytics

VUE Analytics

Deliver real-time data analysis, whether the data source is a VUE Software platform, third-party vendor platform, homegrown data warehouse, or other data store. VUE Analytics uses the reporting hierarchy to manage access to personal views based on factors you choose. Increase operational effectiveness with an easy-to-use, low-maintenance solution that leverages the latest in web services technologies and security.

Learn More About Agency Relationship Management