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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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 Health offers digital self-registration for producers and then seamlessly assesses producer background and legitimacy with NIPR integration to reduce contract cycle times and minimize human error.

Vlocity Health provides a fully-branded, user-friendly digital portal for producers to easily manage profile information, marketing resources, book of business, commissions, and self-service transactions. All service cases are fully tracked, providing you insight into issues and where they stand.

Vlocity Health helps consolidate systems to efficiently manage the producer lifecycle and ultimately improve the payer-producer partnership. You can either leverage our integration tools to include 3rd-party systems or natively integrate with additional Vlocity modules for a single system of engagement.

Vlocity Delivers Latest Release

Integrated with Salesforce Health Cloud

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