Sircon® Onboarding & Self-Service

Start off on the right foot with your producers. Get agents selling faster and provide them self-service tools for increased accessibility. Attract and keep the right agents to your distribution channel with an easy digital onboarding process.

Onboarding is an agent’s first impression of you. Make it a good one.

You want to provide the best agent experience that you can, lowering your onboarding request turn-around time so that agents can get out there and start selling.  Sircon Onboarding & Self-Service helps you enable distribution growth through onboarding automation, getting new agents and channels set up fast.

Sircon Onboarding & Self-Service equips carriers like you with the tools to streamline onboarding and strengthen your agent relationships. Improve your compliance and agent experience at the same time.

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 setup to sell 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 an agent portal that let agents complete their onboarding entirely online and check their status any time.

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

“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] they lose interest in our company.”

- Donna Robinson, Assistant Vice-President, Licensing and Commissions, Physician’s Mutual Insurance Company

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