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.

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
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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 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

Sircon Onboarding & Self-Service equips carriers to improve compliance and the agent experience.

Onboarding is the first step in ensuring your agent's successful and seamless transition. Along with Producer Central and Compensation, all three 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 and Compensation
“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 thy 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 for Carriers Integration Guide

Ebook: This document provides an overview of the integration points that move carrier data in and out of Sircon for Carriers

From Pandemonium to Perfection

Ebook: How four carriers transformed their distribution management

Additional resources

Running Start 2022

Webinar: A compliance and distribution panel discussion with SILA & Vertafore experts