Sircon Managed Services: Insurance BPO

Q: What is Sircon Managed Services?

Sircon Managed Services is a full-service compliance business process management outsourcing solution that allows insurance agencies and carriers to outsource all or part of their insurance licensing and compliance responsibilities to a team of dedicated experts. This service frees up your internal resources to focus on core business activities.

Q: Who can benefit from Sircon Managed Services?

Any insurance carrier or agency looking to streamline their compliance operations can benefit from Sircon Managed Services. This includes organizations of all sizes, from regional carriers to national brands.

Q: What are the advantages of outsourcing insurance compliance management services?

Outsourcing compliance management offers several advantages, including: Industry-leading technology: Sircon Managed Services leverages Vertafore's industry-leading software to manage compliance. Operational excellence: Advanced work management and reporting capabilities to ensure work is received, processed and performance measured. Improved accuracy: Leverage Vertafore's expertise to ensure adherence to ever-changing regulations. Increased efficiency: Free up internal resources to focus on core business functions. Reduced risk: Mitigate the risk of errors and fines associated with non-compliance. Cost savings: Save time and resources on recruitment, onboarding, and training with access to experienced staff ready to go. Experience and expertise: Sircon Managed Services compliance team totals 200+ years of collective experience and leverage its Center of Excellence processes to ensure operational success.

Q: What specific compliance tasks can Sircon Managed Services handle?

Sircon Managed Services offers a wide range of compliance services, including: Producer and adjuster license management; Bulk license renewal transactions; Bulk appointment and appointment terminations; Regulatory compliance monitoring and updates; Continuing education tracking; Data reconciliation and cleansing; Reporting and analytics; Special projects where we collaborate with you to meet your specific needs.

Q: Can Sircon Managed Services integrate with my existing systems?

Yes, Sircon Managed Services can integrate with most major insurance carrier core systems. Our team will work with you to ensure a smooth and efficient integration process.

Q: How can I get started with Sircon Managed Services?

Contact Vertafore today to discuss your specific needs and learn more about how Sircon Managed Services can help your insurance carrier achieve its compliance goals.

Q: How can I be sure Sircon Managed Services stays up-to-date on the latest insurance compliance regulations?

Our dedicated Regulatory Compliance Support Team continuously monitors regulatory changes at the federal and state levels. Regulatory changes are then updated in our systems, ensuring Sircon Managed Services clients are always operating in compliance with the latest requirements.

Q: What happens if a regulation changes mid-cycle?

Your Sircon Managed Services team will proactively notify you of any regulatory changes and implement the necessary updates to ensure continued compliance.

Q: Can Sircon Managed Services help me develop a compliance strategy?

Yes, Vertafore's team of experts can work with you to develop a comprehensive compliance strategy that aligns with your business goals. Our team of compliance experts can provide leading industry trends and insights to help you formulate your plans.

Q: Is my data secure with Sircon Managed Services?

Yes, Vertafore takes data security very seriously. We employ industry-leading security measures to protect your confidential information.

SOLUTIONS FOR CARRIERS: DISTRIBUTION AND COMPLIANCE MANAGEMENT menu

Outsource compliance. Accelerate your business.

Sircon Managed Services helps streamline the compliance process so your team can stay focused.

Insurance compliance services you can count on

Unlock the highest quality of insurance compliance and operational excellence with industry support and expertise right at your fingertips.

Insurance expertise

Experienced licensing and compliance professionals who become an extension of your team.

Proven processes

Operational best practices built on more than 35 years of insurance compliance experience.

Integrated technology

Powered by Sircon technology to improve visibility, accuracy, and operational efficiency.

Scalable operations

Grow your business without proportionally increasing internal compliance resources.

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:

Carrier data sheet Agency data sheet

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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 nearly 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.”

Jason Cousino,
Senior Manager

Jason is a Vertafore fixture, having been with us for more than 14 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.”

Lauren Hall,
Sales Enablement Manager

Lauren has been with Vertafore for 4 years but brings over 12 years of training and development experience with her. In her role, she helps develop training so customers can get the most out of their Vertafore products. Her favorite quote comes from Maya Angelou: “People will forget what you said. They will forget what you did. But they will not forget how you make them feel.”

Erik Walz,
Sircon Transactions Manager

Erik has been part of the Vertafore team for 8 years, serving in various roles across SMS. At the moment, 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.”

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Why should you choose insurance BPO?

While it may seem reasonable to keep operations in-house, when it comes to insurance compliance, the work and technology necessary to stay up to date can take time and resources away from your core business. That’s where outsourcing can be a strategic advantage.

With BPO, you get access to industry experts who track compliance changes for you, keeping things simple and streamlined. Plus, your teams are freed to focus on growing your business, providing a stronger ROI overall.

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.

Independent agents on improving carrier partnerships

How carrier processes, communication, 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.

Download the eBook

Frequently asked questions

What is Sircon Managed Services?

Who can benefit from Sircon Managed Services?

What are the advantages of outsourcing insurance compliance management services?

What specific compliance tasks can Sircon Managed Services handle?

Can Sircon Managed Services integrate with my existing systems?

How can I get started with Sircon Managed Services?

How can I be sure Sircon Managed Services stays up-to-date on the latest insurance compliance regulations?

What happens if a regulation changes mid-cycle?

Can Sircon Managed Services help me develop a compliance strategy?

Is my data secure with Sircon Managed Services?

What is the cost of Sircon Managed Services?

Where can I learn more about Sircon Managed Services?

Additional Resources

Sircon Managed Services - Agency Data Sheet

An overview of the details, services, and benefits of strategic business process outsourcing for agencies

View resource

Sircon Managed Services - Carrier Data Sheet

An overview of the details, services, and benefits of strategic business process outsourcing for carriers.

View resource

Report for insurance carriers: Independent agents on improving carrier partnerships

With insights gathered from nearly 1,300 independent agents, this eBook examines how carriers can enhance their agency partnerships

View resource

A carrier's guide to insurance BPO

The right partnership can help carriers focus on strategic goals while trusting proven expertise to manage workflows

View resource

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