Sircon Onboarding & Self-Service

Start off on the right foot with your agents.

Onboarding is an agent’s first impression. Make it a good one.

Sircon for Carriers producer onboarding software provides the digital onboarding process agents want:

  • Attract (and keep) the right producers
  • Faster time-to-sell
  • Build strong agent connections
  • Deliver a better agent experience

Sircon Onboarding & Self-Service is a critical component of our distribution management platform. It is part of our technology that is focused on building stronger relationships with your distribution channel partners, and getting agents set up and selling faster.

 

Why Sircon Onboarding & Self-Service?

Streamlined agent interview

Agents can quickly complete the interview process using pre-populated data from trusted sources, like the national producer database (PDB), and electronic signature capabilities.

Compliance automation

Get agents selling fast with compliance automation that secures the credentials they need based on channel, state, and more.

Strong agent connections

Create a better producer and agent workflow experience with a portal that lets agents complete their onboarding entirely online and check their status any time.

Better together

Part of the Sircon® for Carriers integrated platform of distribution management solutions. 

Streamline onboarding and strengthen your agent relationships

Onboarding is the first step in ensuring your agent's successful and seamless transition. Vertafore's Sircon for Carriers producer onboarding software, along with Sircon Producer Central and Sircon Compensation, represent an end-to-end solution providing a comprehensive distribution management system with a 360° view of your agents. Sircon for Carriers delivers revenue growth, operational efficiency, staff effectiveness, and reduced compliance risk.

Sircon Onboarding & Self-Service diagram
“The agent is on the street selling business right away. We don’t have that delay where this agent can’t sell because they’re not appointed with the company, we’re missing something. They can focus on selling—and we’re not sitting there waiting while they lose interest in our company.”

Donna Robinson, Assistant Vice President, Licensing and Commissions

Physician's Mutual Insurance Company

More ways to learn how Sircon Onboarding & Self-Service can transform your business

Guides, success stories, and more.

Sircon Onboarding & Self-Service Data Sheet

An overview of the advantages of streamlining your processes with Sircon Onboarding & Self-Service

View resource
Sircon for Carriers Integration Guide

An overview of the integration points that move carrier data in and out of Sircon for Carriers.

View resource
From Pandemonium to Perfection

The journey of how four carriers transformed their distribution management process.

View resource
The ABCs of X, Y, and Z: How generational diversity is changing the way insurers onboard producers

On-Demand Webinar: Discover ways to make the best first impression on digital-first generations with strategies that can strengthen relationships between carriers and agencies.

Watch webinar
Assurity Life elevates efficiency and reduces agent authorization time by 75% with Sircon

Assurity Life achieves outstanding efficiency and compliance with Sircon.

View success story