VUE Software

VUE CRM for Insurance

Who Uses This Software?

This CRM Application is built for the Insurance Industry. (Life & Annuity, P&C, and Health Insurers/ Carriers)

Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
  • Training
    In Person
  • Support
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • VUE Software
  • Founded 1991
  • United States

About VUE CRM 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, configured to each users specifications, is mobile-enabled, and allows your distribution partners and producers to have 24/7/365

VUE CRM for Insurance Features

  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

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