Insurance agent onboarding and self-service 

Get your agents selling faster with streamlined processes and a smooth experience.

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

The less time insurance agents spend onboarding, the more time they spend helping grow your business. As a key component of our distribution management platform, Sircon Onboarding & Self-Service ensures smoother processes, stronger relationships, and more time spent selling for your agents.

Why Sircon Onboarding & Self-Service?

Streamlined agent interview

Help agents breeze through their interview with pre-populated data from trusted sources like the national producer database, plus electronic signatures. 

Compliance automation

Secure credentials that agents need based on channel, state, and more so they can start selling fast.

Stronger connections

Improve producer and agent workflows with a portal that lets agents complete their onboarding online and check their status at any time. 

Comprehensive package

Sircon Onboarding & Self-Service is part of the Sircon for Carriers platform of distribution management solutions. 

Less onboarding. More selling. 

Onboarding is a crucial first step in forming a strong relationship with your agent partners, so it shouldn’t feel like a bottleneck. With Sircon Producer Central and Sircon Compensation, our carrier customers benefit from increased efficiency and smoother processes, making them easier to do business with and resulting in an exceptional, ongoing agent experience. When agents can manage their carrier information in a single place, they can get what they need when they need it and then get back to selling. 

Sircon Onboarding & Self-service
“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 info on 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

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Sircon for Carriers integration guide

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

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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