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 Carrirs 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
 

Why Sircon Onboarding & Self-Service?

Streamlined agent interview

Pre-populated data from trusted sources like the PDB combined with electronic signature capabilities makes it easy for agents to quickly complete the interview process.

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 let agents complete their onboarding entirely online and check their status any time.

Better together

Part of the Sircon® for Carriers integrated portfolio 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 Producer Central and 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 for Carriers - Onboarding and Compensation 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 and Self-Service can transform your business

Dive into 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.

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