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Sircon Connect – Insurance Agent Onboarding & Compliance

By Vertafore, Inc.

Seamless onboarding and compliance with Sircon & Salesforce

No Ratings
Starting at $126   USD/customer/month
Industries
Financial Services
Business Need
Sales
Agent Productivity
Requires
Sales Cloud

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
Requires Sircon for Carriers, including an Onboarding & Self-Service subscription.

App Details

Version
Sircon Connect/1.6 1.6.0
Listed On
04/03/2023
Latest Release
01/05/2024
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 11
Custom Tabs: 3
Custom Apps: 1
Lightning Components
Global: 2
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.4.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/05/2023

Additional Details

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.

Need help?

Vertafore, Inc.

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