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Sircon Connect – Insurance Agent Onboarding & Compliance

Seamless onboarding and compliance with Sircon & Salesforce

Overview

Enable your sales managers to initiate agent / agency onboarding requests directly from Salesforce, eliminating the need for agents / agencies to rekey information, and providing onboarding status visibility to your sales managers.

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  • REDUCE ERRORS Eliminate agent rekeying during onboarding by prepopulating your agent interviews with agent data from Salesforce

  • REDUCE CALLS Display onboarding stats to your sales managers directly in Salesforce, reducing service calls to your business operations / agency services teams

  • IMPROVE COMPLIANCE Make it easy for your team to initiate onboarding requests and ensure compliance by building it directly into your existing processes and systems

HOW IT WORKS Insurance carriers using Salesforce to manage their agent and agency partner relationships can initiate an onboarding request for a new agent / agency directly from Salesforce. Information previously gathered and stored in Salesforce is passed to Sircon for Carriers so that it does not need to be rekeyed by the agent or agency being onboarded. The onboarding status is then provided back to the sales relationship manager in Salesforce, to improve visibility and reduce service calls to the business operations / agency services teams.

Categories

Business Needs
Sales
Agent Productivity
Industries
Financial Services
Personas
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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