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InsureVue Features & Benefits 

Features that transform the way insurance businesses work

InsureVue’s cloud-based insurance policy management platform, built on the industry leading Salesforce cloud, transforms brokerages, managing general agencies, and insurance companies into digital powerhouses. Deliver a better experience to insureds, empower your people, and elevate productivity with InsureVue’s leading edge features.


Offer your products online

Provide your customers with the digital channel they expect in today’s digital age. Give insureds the power to buy or renew their policies online. Offer brokers a fully digital submission, rating, and issuance process. Eliminate the inefficiency of paper-based processes and achieve maximum efficiency and productivity.


Manage your clients holistically

Maintain a 360° view of your policyholders – all electronically. Track all the information and documents relevant to an insured – effective and expiry dates, completed applications, property photos, account plans, and relevant emails. Put critical information at your fingertips, accessible anywhere via the cloud.


Generate documents and send emails

Generate all documents, such as proposals, certificates, and policy wordings, using the underlying policy data. Save time-consuming manual rekeying to issue documents and directly email generated documents from InsureVue to the recipient.


View claims data with policy details

Record summarized claims data against each policyholder’s file to provide a complete picture of the performance of the overall program and provide underwriters the information they need to make underwriting decisions.

Track service commitments with to-dos

Store related to-dos with each policyholder’s file so important service steps are never missed. Effectively manage your to-dos across all files from an aggregated list of all to-dos on your home page.

Understand your business with dashboards and reports

Monitor and visualize every aspect of your transformed insurance business with InsureVue’s sophisticated dashboards and reports. Track underwriter workload, new business sales pipelines, upcoming renewals, broker hit ratios, product benchmarking, and much more.

Manage sales channels with confidence

Track relevant information on brokers and sub-brokers, such as submissions received, policies in force, licensing details, and account plans.

Provide secure portal access to stakeholders

Provide underwriting companies and other authorized parties secure portal access to review reports or policy documents on-demand and in real-time. Streamline interactions with your stakeholders through the confidence of InsureVue’s portals and Salesforce’s trusted cloud.

Free your business with a 100% web-based system

Access all your files in InsureVue, whether you’re in the office, at a client site, on the road, or at home. With a browser and internet access, everything is available from aggregated dashboards and reports right down to individual policy files. Underwrite, rate, and issue while visiting a broker/insured in their office or after hours at home.