Sircon Managed Services helps streamline the compliance process so your team can stay focused.
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Each year, our full-service business process outsourcing team manages:
300k+
appointments
140k+
appointment terminations
115k+
license renewals
110k+
license applications
The Vertafore advantage
Automated technology, human support
Sircon Managed Services provides comprehensive producer and adjuster compliance services, including:
- Onboarding
- License applications and renewals
- Continuing education
- Appointments and terminations
To learn more, view our data sheets:
Meet the team
Here are just a few of the faces behind our industry-leading support.
Rebecca Allen, Senior Manager
Rebecca has been with Vertafore for over a decade, working with her team to oversee licensing and support needs for SMS customers. Her work is inspired by a favorite quote from Marilyn Suttle: “How you think about your customer influences how you respond to them."
Meet the team
Here are just a few of the faces behind our industry-leading support.
Jason Cousino, Senior Manager
Jason is a Vertafore fixture, having been with us for more than 15 years. He and his team are responsible for enabling automation needs for SMS, and he brings a team-oriented mindset based, in part, on a quote from Steve Jobs: “Great things in business are never done by one person; they’re done by a team of people.”
Meet the team
Here are just a few of the faces behind our industry-leading support.
Erik Walz, Sircon Transaction Manager
Erik has been part of the Vertafore team for over 9 years, serving in various roles across SMS. Now he handles automated solutions for processing compliance transactions in bulk, a vital function for many of our customers. His attitude towards work is embodied by this quote from Tiger Woods: “No matter how good you get you can always get better, and that’s the exciting part.”
Meet the team
Here are just a few of the faces behind our industry-leading support.
Jacob Toolen, SMS Manager
Jacob has been with Vertafore for nearly 8 years, building his career within SMS from Client Service Associate to SMS Manager. Today, he leads a team focused on adjuster licensing services, including agent onboarding and initial licensing. His perspective is captured by a favorite quote from Frank Herbert: “What senses do we lack that we cannot see and cannot hear another world all around us?”
Meet the team
Here are just a few of the faces behind our industry-leading support.
Shelley Hastings, SMS Manager
Shelley brings over 20 years of insurance industry experience, including more than 18 years with Sircon Managed Services. She and her team focus on building strong client relationships, meeting service level commitments, and helping customers stay on top of regulatory requirements. Her approach is reflected in a favorite quote from Colin Powell: “There are no secrets to success. It is the result of preparation, hard work, and learning from failure.”
Meet the team
Here are just a few of the faces behind our industry-leading support.
Madeleine Olson-Zundel, SMS Manager
Madeleine has been with Vertafore since 2021, growing from a Compliance Services Analyst to an SMS Manager. Today, she leads a team focused on license renewals and maintenance, with an emphasis on operational excellence, customer success, and high-quality service. Her approach is captured by a favorite quote from Dolly Parton: “If you want the rainbow, you gotta put up with the rain.”
Meet the team
Here are just a few of the faces behind our industry-leading support.
Chad Stambaugh, SMS Manager
Chad brings more than 17 years of financial services and insurance industry experience, including more than 5 years with Vertafore. He leads a team supporting customers with producer and adjuster licensing and compliance, with a focus on improving processes, solving complex licensing challenges, and building strong client relationships. His approach is reflected in a favorite quote from David Goggins: “Be uncommon among uncommon people.”
Meet the team
Here are just a few of the faces behind our industry-leading support.
Alyssa Spencer, SMS Manager
Alyssa has been with Vertafore since 2022, building broad experience across the systems and services supported by SMS. Today, she focuses on operational projects and project management initiatives that help SMS improve how it serves customers. Her outlook is captured by a favorite quote from Richard Castle: “Rejection isn’t failure. Failure is giving up. Everybody gets rejected. It’s how you handle it that determines where you’ll end up.”
Meet the team
Here are just a few of the faces behind our industry-leading support.
Tim Larson, VP, Customer Operations
Tim brings more than 30 years of operations leadership experience to Vertafore and leads the Customer Operations team. For Sircon Managed Services, he brings together specialized expertise, operational discipline, and flexible capacity to help customers manage critical licensing and compliance work. His approach is reflected in a favorite quote from Jack Welch: “An organization's ability to learn, and translate that learning into action rapidly, is the ultimate competitive business advantage.”
Beyond Managed Services
While Sircon Managed Services keeps your licensing and compliance operations running smoothly, Vertafore also offers a separate team of industry experts for best practice consulting. As an additional option, consulting can be delivered as an upfront assessment or a recurring engagement designed to continually refine and strengthen your operations.
In either case, this team partners with you to assess, plan, and optimize how technology supports your business goals, including finding ways to cut onboarding time, reduce compliance risk, and turn distribution management into a competitive advantage.
Managed Services keep your operations running; best practice consulting ensures you’re running in the right direction.
How carrier processes and technology impact the agent experience
Based on responses from nearly 1,300 independent insurance agency professionals, this report highlights the wants, needs, and challenges agents encounter in their daily interactions with carriers, and the technology carriers can use to strengthen these relationships.
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