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Sircon Connect – Insurance Agent Onboarding & Compliance
by Vertafore, Inc.SalesforcePaid
Initiate insurance agent and agency onboarding from Salesforce and monitor its status there.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Insurance carriers can begin onboarding requests for agents or agencies from Salesforce. Salesforce data can be used in Sircon for Carriers without requiring the agent or agency to enter it again. Onboarding status is returned to Salesforce for viewing by sales relationship managers.
Key capabilities
from the Salesforce AppExchange listingOnboarding requests
Insurance carriers can start onboarding for a new agent or agency from Salesforce.
Salesforce data reuse
Agent information held in Salesforce is transferred to Sircon for Carriers for the onboarding process.
Status visibility
The onboarding status is shown to sales relationship managers in Salesforce.
Who it's for
Insurance carriers, sales relationship managers, and business operations or agency services teams.
In the catalog
1,106 plugins in Salesforce Platform · Sales
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«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 …»