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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.

Benefits & Features

Onboarding

  • Flexible work flows
  • NIPR integration – License verification and
    automated appointing
  • Uploading of required documents and
    certifications
  • Contract management
  • E-signature

Ongoing Compliance

  • Producer licensing
  • Automated processes for additional appointments, license update, and appointment renewal
  • Hierarchy management & reporting
  • Integrations with NIPR & PDB
  • Automated tools and compliance Metrics
  • Termination automation
  • Producer compliance process
Download Datasheet

“As a growing company, National Lloyds was seeking modern distribution technology to maintain producer compliance and effectively manage our extensive producer pool. With VUE’s straight-thru processing and one-click synchronization to the NIPR and PDB, no manual entry is required and our producer information is always-up-to-date. VUE Software’s industry expertise, software functionality, and references were instrumental in our choice,”

Elena Banfi

Compliance Attorney for National Lloyds

“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

“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

VUE TOOLS AND TECHNOLOGY
FOR INSURERS

Download DMS Booklet

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

ONE-CLICK ACCESS TO THE NATIONAL INSURANCE PRODUCER REGISTRY

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’S SELF-SERVICE PORTAL REVOLUTIONIZES PRODUCER-CARRIER RELATIONSHIPS

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