Vitec + SalesScreen: Energize Your Producer Sales Culture
Connect Vitech to SalesScreen and bring live policy, enrollment, and quota data to leaderboards and dashboards your whole team can see, with AI that helps managers coach producers before performance slips.
What is the Vitec SalesScreen integration?
The Vitec SalesScreen integration connects your policy, enrollment, and quota data to SalesScreen so your entire producer team has live visibility into who's winning, who needs support, and how the team is tracking against targets. All without anyone manually pulling a report. When a producer binds a policy or completes an enrollment, SalesScreen fires an instant recognition moment. And SalesScreen's AI monitors producer activity and renewal patterns continuously, flagging early signs of underperformance and suggesting the right gamification or recognition action to get things back on track.
Benefits of connecting Vitec with SalesScreen
- Contests that motivate every producer on the team: SalesScreen turns your Vitec policy and enrollment data into live leaderboards and competitions- ranked by cases bound, premiums written, renewals completed, or members enrolled. Every producer, from top biller to newest hire, has a live score and a reason to compete.
- Real-time production visibility across the floor: Policy counts, premium totals, quota attainment, and renewal progress- on the wall, always current, visible to every producer and manager at once. No end-of-day reports. No Monday-morning surprises.
- Every bind and enrollment recognized instantly: When a producer closes a policy or completes an enrollment in Vitec, SalesScreen fires an automatic celebration, like, a TV moment, a badge, a reward. Recognition happens at the moment of the win, not at the quarterly review.
- Early warning when producers fall behind: SalesScreen's AI monitors renewal rates, enrollment pace, and producer activity against established baselines. When a producer's output dips or a renewal cohort is at risk, managers get a proactive alert, with time to act.
- AI-recommended actions, not just flags: When the AI spots a performance pattern, it suggests a response: a renewal sprint contest, a recognition campaign for producers who are on track, or a coaching nudge for someone who's slipping. The right action at the right moment.
Data synced:
Get started with Vitec + SalesScreen
Your producers are writing business in Vitec right now. Let SalesScreen make sure every win gets celebrated and every performance shift gets caught before it costs you renewals.
Integration Set Up
Getting set up with Vitec is simple, easy and only requires a few steps that you can do yourself once in SalesScreen - no technical skill required!