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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.

Highlights

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

Provider Details

Vertafore, Inc.

Pricing Details

Pricing is tiered based on the total number of managed agent/brokers, starting at $126 per month, and requires a Sircon for Carriers subscription. Please contact us for additional pricing.

Default Plan

$126 USD/customer/month

Lowest Starting Price

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