Producer Lifecycle and Channel Management

Recruit producers, credential with precision, and manage performance–all while reducing service cost with a self-serve portal.

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Overview

The Vlocity Health platform enables you to qualify and appoint new selling partners, provide self-service tools, and manage producer performance in the cloud. Our industry-specific solutions are 100% native and additive to Salesforce and we also provide an open integration framework to integrate 3rd-party systems. This way, you have a single platform to manage producer partnerships with ease.

Key Features

  • Comprehensive producer database to track role hierarchy, state licensure, appointments, fees, continuing education, commissions, and service history
  • Direct NIPR integration to easily pull data into producer applications and receive daily updates
  • Self-serve producer portal to manage events, issue logging, book of business, commissions, and more
  • Deep analytics to review producer performance, agency brokerage policies, carrier policies, producer policies, book of business, and renewals

Vlocity Delivers Latest Release

Integrated with Salesforce Health Cloud

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