Sircon Connect
Insurance Agent Onboarding & Compliance
By Vertafore, Inc.Agent Productivity
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $126 per customer per month
- Listed since
- 2023
About Sircon Connect
Seamless onboarding and compliance with Sircon & Salesforce
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.
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
Screenshots
Image 1 of 5
Pricing
Paid, from $126 per customer per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $126 per customer | Monthly |
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.
Compatibility
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on January 5, 2023
- Industries
- Financial Services
- Languages
- English
More Agent Productivity apps
The most reviewed Agent Productivity apps on the AppExchange, to compare before you choose.