VUE Onboarding & Compliance

Solution Overview

VUE Onboarding & Compliance easily modernizes an insurers administration of producers. Automate the onboarding of new producers with digital processing that ensures regulatory compliance. Complete self-service automation of additional appointments, renewals, and terminations.


Onboarding Automation

  • Electronic submission of data
  • Collect relavent business information
  • Obtain disclosures
  • Run background checks
  • Collect and verify license Information
  • Track certifications
  • Authorize product selling
  • Appoint
  • Collect fees
  • Secure supporting documentation
  • Finalize producer contracts

Compliance Automation

  • Easily make additional appointments
  • Processes for license renewal, reconciliation of appointments, and termination of low producing agency appointments
  • Termination process

Advanced Tools

  • Set up and manage multiple hierarchies
  • Obtain payment assignments
  • Cross reference number that consolidates all system codes
  • Terminate appointments before renewals are billed
  • Create expense reports per cost center
  • Assign beneficiaries
  • Collect payment details
  • Record tax documents

Robust Workflow

  • One-click access to the NIPR and PDB with VUE PDB Recon
  • Background check vendor integration
  • Task creation and routing
  • Graphical workflow and questionnaire designer
  • Form designer with branching
  • Letter and email generation
  • E-signature support
  • Document management


  • All major background vendors are supported
  • Out of the box integration with NIPR gateways (PDB and appointment)
  • Mass update capability
  • Education tracking with leading training vendors
  • Easy integration with existing systems using VUE Integration Manager

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


  • Producer profiles and contract information
  • Industry-leading hierarchy management
  • Automated checklist for requirements
  • Office location management

Compliance Eligability 24/7/365

  • License and appoint only those that are ready to sell
  • Just-in-time (JIT) appointments
  • Complete checklist to approve producer activation
  • Automatic alerts
  • State rules tables always current

Tools to simplify the work

  • Add/change producer profiles
  • Add/change office locations
  • Toggle columns, save configurations pick favorites, add filters
  • Audit trail down to the field and user level
  • Upload any document and store option
  • Exception tracking
  • Configure trigger dates specific to the way you work
  • Edit workflows to behave how you want to work
  • Add notes to agent profile

Dashboards, Reports and VUE Analytics (Integrate VUE CRM for Insurance – premium plan)

  • Configurable dashboards
  • Industry KPIs charts and reports
  • Executive performance KPI’s based on your unique data
  • Built-in reports
  • Easy-to-use VUE Report Manager
  • Create/view/print filtered data throughout VUE for ease of use

Producer Self-Service Portal (Integrate VUE CRM for Insurance – premium plan)

  • Add/change producer profiles
  • Add/change office locations
  • Onboard producers and contacts
  • Add appointments and terminate appointments

"Previously, we spent 40 hours per month on error adjustments, but with VUE Software’s Producer Compensation solution we only spend two hours a month, “Implementing VUE Software’s solution saved me close to a half million dollars. My VP loves to say, ‘VUE Software has already paid for itself.”   

Ellen Yakubik

Director of Product Marketing

“Using VUE Software’s Producer Compensation system, Gerber Life was able to expand its relationships with a number of key business partners helping everyone to grow their business.”

David Fier

VP Business Development

“I want to thank each member of the VUE Software team for their exceptional effort.  We knew we were pushing the envelope to implement this solution so quickly. Each team member went above and beyond expectations to make this happen. Thank you for your continued excellence and dedication to making sure Molina Healthcare is able to keep our commitments to our brokers.” 

Janet Fosdick

Vice President

Modernize Onboarding and Credentialing

Modernize the appointing and contracting processes with real-time, easy to configure onboarding workflow that brings third party information such as background and credit checks (i.e. NIPR, AML, FCRA), and license information into VUE’s modern distribution platform. Intuitive workflow makes onboarding easy and creates a great first impression. E-forms streamline onboarding using only what is required. Custom workflows suspend the appointment process until all requirements are met enabling Just in Time appointing, which saves time and eliminates unnecessary costs.

Execute Just-in-Time Appointments | Producer Onboarding


VUE Software integrates real-time with the NIPR’s Producer Database (PDB) giving insurers timely and accurate access to upload new producer demographics, licenses, and manage appointments. VUE Software clients enjoy automated processes for additional appointments, license renewals, and reconcile appointments to the PDB. Automated straight -through processes for terminations and appointments that are compliant with state licensing and appointment rules.


VUE CRM for Insurance gives producers 24/7/365 access (anywhere, anytime and on any device) to information allowing them to focus on sales rather than administrative tasks. Insurers can deliver information to producers on their production, client information, compensation, and other information that will improve business flow and enhance the overall relationship between the Insurer and the producer.

Learn More About VUE Onboarding & Compliance