Sircon

Sircon

Vertafore
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About

AgencySmart is cloud-based, which means you have access to your client information from wherever you are, with any web-connected device. Answer client questions, make calls based on when they are up for renewal, track what they are doing. Tracks and alerts you about client and prospect policy renewals. Tracks service issues and alerts you when issues need immediate attention. Tracks enrollment, termination and change processes. Tracks dependents turning 26 or aging out. Tracks employees and dependents turning 65 (Medicare eligible). Tracks and alerts you about to-dos and calendar events. Complete audit tracking so you know who is working on what. Helps you cross-sell and stay compliant. Send clients and prospects renewal and other reminders. Send important information about plan changes. Send notes/cards for birthdays, holidays and other important events. Shows all the cross-sale opportunities that exist.

About

Sircon helps you save money, reduce compliance risk, and accelerate time-to-revenue by getting and keeping agents / advisors authorized to sell. Insurance is all about relationships, and compliance is no exception. Sircon connects all of the compliance stakeholders together so that everyone knows who is authorized to sell. Insurance is all about relationships, and compliance is no exception. Sircon connects all of the compliance stakeholders together so that everyone knows who is authorized to sell. You don't have time to worry about your insurance licenses. Sircon makes it quick and easy to apply for and renew your licenses in all 50 states. With a premium Sircon account, you can view your up-to-date license information and get automatic email reminders so your licenses never expire.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses, brands and companies interested in a customer relationship management solution to improve their services

Audience

Insurance agencies in need of a Compliance solution

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per month
Free Version Not Supported
Free Trial Supported

Pricing

$2.50 per month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 1.0 / 5

Pros & Cons from Real Users

Pros

  • you can lookup your license that you paid for but they charge you a fee just to look at your license and print it out. what cheap website/organization.
  • I can't think of any right now. Maybe if I receive a credit to my account, i could write something positive.
  • There is nothing I found useful in my experience with Sircon. The State of CA is likely their largest client and they are clearly in over their heads with no idea how to spell "customer service" much less deliver it.
  • Nothing LOL. its terrible just terrible. its also stupid that you need 100 characters minimum LOL...

Cons

  • SIRCON is a scam. They charge you just to be able to print your life insurance license. Seriously? they are that broke that they have to charge to. I wish there were another organization to leave SIRCON (complete Scam) customer service: don't even ask about it! LOL.
  • I have used Sircon for many years and have had success, however, in the last 2 months I have tried to print several licenses. I am able to get to the payment screen and enter all of my information. I click "continue" and it tells me there is a URL error. I have talked to my in-house technical support. They checked to see if it was on our side that the error was occurring. It is on Sircon's side. I contacted Sircon, was unable to speak to a manager. I spoke to the service rep, he talked to the manager (I guess). He came back on the line and told me they were aware of the problem, and I would receive an over $600 credit back. After 3 weeks I still do not have any credits on my account. Now I have to call every state to get a copy of the license.
  • Account creation - 1 the system requires a response to an activation email sent from email. Except they don't send it forcing you to repeat the process over and over and over. 2 They require separate accounts for Business Entities and for Individual licensees making it very confusing as you're applying. 3 AFTER you've finally gotten thru their account creation process and are about to login, they ask for an ACCT ID number that was NEVER MENTIONED NOR GIVEN in the creation process, making you again search for information that should be readily available. Customer Svc - there is NO CUSTOMER SVC, only FAQ's. No published phone, no published email. I had to contact the Calif Dept of Ins to find ANY contact information for Sircon.
  • Everything. Customer service? There is none and the only 1 who answers the phones is the most ignorant and disrespectful person ever doesn't even give you a chance to say hi just keeps asking to pay another $50 won't mention what it's for though. these people are scammers and the company itself is TERRIBLE.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

AgencySmart
United States
agencysmart.com/software/

Company Information

Vertafore
Founded: 1969
United States
www.sircon.com

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Categories

Categories

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Not Supported
Contact Management Not Supported
Document Management Not Supported
Insurance Rating Not Supported
Life & Health Supported
Policy Management Supported
Property & Casualty Supported
Quote Management Not Supported

Compliance Features

Archiving & Retention Not Supported
Artificial Intelligence (AI) Not Supported
Audit Management Supported
Compliance Tracking Not Supported
Controls Testing Not Supported
Environmental Compliance Not Supported
FDA Compliance Not Supported
HIPAA Compliance Not Supported
Incident Management Not Supported
ISO Compliance Not Supported
OSHA Compliance Not Supported
Risk Management Not Supported
Sarbanes-Oxley Compliance Not Supported
Surveys & Feedback Not Supported
Version Control Not Supported
Workflow / Process Automation Not Supported

Integrations

Eventur Not Supported
Evergreen Supported

Integrations

Eventur Supported
Evergreen Not Supported
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