Distribution Management | Vlocity

Distribution Management

Transform broker onboarding and self-service to improve productivity, sales performance, and partner satisfaction.

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Overview

Vlocity Health helps recruit and retain the best brokers in the market with greater operational efficiencies and user-friendly broker tools to manage their book of business. This solution supports seamless recruiting, credentialing, contracting, and self-service within a single cloud platform.

Key Features

  • Create an authoritative broker system of record to store and maintain key information, including appointments, fees, commissions, service, and more
  • Capture digital applications with real-time NIPR integration to verify and onboard brokers in a timely manner
  • Enable self-service for brokers to easily manage profile, onboarding resources, book of business, commissions, and service inquiries
  • Report on performance, agency brokerage policies, carrier policies, broker policies, book of business, and renewals

Vlocity Delivers Latest Release

Integrated with Salesforce Health Cloud

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