VUE Software Pricing, Features, Reviews & Comparison of Alternatives

VUE Software

Insurance Distribution Platform for Carriers, MGA, IMO, FMO

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VUE Software overview

What is VUE Software?

Vue is a cloud-based sales commission and distribution management application designed primarily for the insurance sector. The solution comprises three integrated modules: Vue Onboarding & Compliance, Vue Distribution Compensation, and Vue CRM for Insurance. The integrated solution offers features such as electronic onboarding, compensation planning, compliance management, and a self-service portal.

With VUE Onboarding & Compliance, insurers can automate the onboarding process of new producers. The module offers features such as one-click synchronization with NIPR and PDB, background checks, appointment verification, appointment reconciliation, contracting, and document support. The module offers a live dashboard which displays the onboarding status of new producers in real time. A dedicated online portal for insurers and clients helps to keep track of key activities such as appointment schedules, document approval status, and pending actions.

The VUE Distribution Compensation module helps to manage complex commission and incentive programs. With this module, insurance companies can build flexible compensation programs, engage with the producers proactively, and monitor transactions. The module supports both traditional as well as variable compensation plans with the provision of creating compensation hierarchies and adding bonus programs. With the dashboard, users can drill down into policy details and generate various compensation reports and analytics for business performance evaluation.

The VUE CRM application helps in driving marketing efforts and maintaining relationships with various distribution channels. The module offers inbuilt tools for managing contact details, potential leads and opportunities, and communicating with the end clients. Apart from these, the solution also offers integration capabilities with other applications such as document management and marketing automation systems. Buyers can purchase the above modules as standalone offerings or as an integrated suite.
www.vuesoftware.com

Pricing

Pricing options
Value for money
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Devices

Business size

S
M
L

Markets

United States

Supported languages

English
VUE Software screenshot: Compensation dashboardVUE Software - #1 Insurance Distribution PlatformVUE Software screenshot: Track compensationsVUE Software screenshot: Track leads and opportunitiesVUE Software screenshot: Configure business rules and workflowsVUE Software screenshot: Generate business reports & analyticsVUE Software screenshot: Capture client detailsVUE Software screenshot: Access compensation metrics

VUE Software reviews

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VUE Software pricing

Pricing options
Subscription
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Contact Vue for pricing information or a quote.

VUE Software features

Client Portal
Customizable Reporting

API (145 other apps)
Accounting Integration (89 other apps)
Activity Dashboard (140 other apps)
Activity Tracking (91 other apps)
Automatic Notifications (112 other apps)
Billing & Invoicing (122 other apps)
Calendar Management (99 other apps)
Customer Database (79 other apps)
Data Import/Export (98 other apps)
Document Management (79 other apps)
Electronic Payments (100 other apps)
Inventory Management (117 other apps)
Inventory Tracking (89 other apps)
Invoice Management (121 other apps)
Reminders (94 other apps)
Reporting & Statistics (173 other apps)
Search Functionality (94 other apps)
Third Party Integration (106 other apps)

Additional information for VUE Software

Key features of VUE Software

  • Audit trails
  • Campaign management
  • Client portals
  • Compensation & incentive programs
  • Customer service analytics
  • Customizable reporting
  • Document managemen
  • Email distribution
  • Incentive programs
  • Multi-channel management
  • Proposal generation
  • Quota and target management
  • Registration management
  • Rule based workflow
  • Exception tracking and escalation
  • Gamification
  • Analytics / ROI tracking
  • Lead distribution
View All Features

Benefits

• Vue helps to design flexible user-defined bonus and compensation programs based on business requirements.

• With a single solution, businesses can manage multiple types of products such as insurance policies, contracts, and wealth management policies.

• The solution comes with features such as automated background check and rule-based document verification for streamlining the onboarding process of new producers with minimum human intervention.

• The integrated CRM tool helps to capture potential leads and manage relationships with existing clients and distribution channels.

• Vue offers online portals for clients to submit documents, collect policy information, and track approval status.