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Sircon Connect – Insurance Agent Onboarding & Compliance
Seamless onboarding and compliance with Sircon & Salesforce
Starting at $126 USD/customer/month
- Industries
- Financial Services
- Business Need
- SalesAgent 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.