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.



  • One-click synchronization to the NIPR and PDB with VUE PDB Recon
  • Online Universal Application Resident license (RL)
  • Non-resident license (NRL)
  • RL/NRL renewal process (individual and bulk)
  • Fee tracking


  • Electronic submission of data
  • Collect relevant business information
  • Obtain disclosures
  • Background checks
  • Pull and verify license information automatically

Hidden Block

  • Track product training certifications
  • Upload supporting documentation
  • Automated checklist for requirements
  • Finalize producer contracts
  • E-signature support



  • Background checks
  • Straight-thru appointment processing
  • Workflow appointment requirement verification and escalation processes
  • Just-in-Time (JIT) appointments
  • Configurable automatic notifications
  • State rules updated weekly

Hidden Block

Compliance Processes

  • Processes for license renewal, reconciliation of appointments, and termination of low producing agency appointments
  • Terminate appointments before renewals are billed
  • Automatic alerts

Hidden Block


  • Complete checklist to approve producer activation
  • Separate rules for selling and paying commissions
  • Eligibility web service for administration systems
  • Eligibility reporting

Requires Producer Self-Service Portal*

  • “Give your producers 24/7 capabilities to maintain their compliance information”
Self Service Producer Management*
  • Configurable dashboards
  • Add/change producer profiles Add/change office locations
  • Onboard producers and contacts
  • Add/terminate contracts
Self Service Compliance*
  • Elegibility reporting
  • Add appointments and terminate appointments
  • Upload compliance documentation
  • View licenses and appointments

VUE Components

Producer Database

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


  • Supports all major background check vendors
  • Out of the box integration with NIPR
  • Mass update capability
  • Education tracking with leading training vendors
  • Easy integration with existing systems using VUE Integration Manager

Tools to automate the work

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

Hierarchy Management

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

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

“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

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