Atlas by Cornerstone

Atlas by Cornerstone

Cornerstone Licensing Services
Sircon

Sircon

Vertafore
+
+

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About

Atlas by Cornerstone is a compliance platform that helps multi-state financial services businesses obtain and maintain their licenses, surety bonds, state registrations, and other compliance documentation. Instead of juggling 50 state portals, spreadsheets, and deadlines, you get a single dashboard showing every license, its status, automated renewal tracking so nothing lapses, document storage for certificates and filings, and real-time visibility into applications in progress. Every account is backed by a dedicated licensing specialist. Atlas centralizes licenses, bonds, documents, filing activity, renewal dates, deadlines, and action items providing real-time status visibility, document storage and downloads, work-history records, due-date tracking, and a state-by-state view of licensing coverage. Each account is supported by a dedicated licensing specialist from initial application through ongoing renewals and expansion.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Regulated financial services companies especially in the money transmitter/MSB, lending, mortgage, and debt collection/debt buying industries that operate multi-state.

Audience

Insurance agencies in need of a Compliance solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

Custom pricing
Free Version
Free Trial

Pricing

$2.50 per month
Free Version
Free Trial

Reviews/Ratings

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

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Cornerstone Licensing Services
Founded: 1998
United States
cornerstonelicensing.com/atlas/

Company Information

Vertafore
Founded: 1969
United States
www.sircon.com

Alternatives

Alternatives

eVisitor Kiosk

eVisitor Kiosk

THRESHOLD VMS

Categories

Categories

Compliance Features

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
Incident Management
ISO Compliance
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integrations

Eventur

Integrations

Eventur
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