Welcome Sircon Subscribers

State Info Center

Please select a state from the menu to find online services, contacts, web site addresses.

Call Sircon to subscribe

877-876-4450

sircon logo

Sircon Solutions

Producer Manager

Managing your producers. Managing your compliance. So YOU can manage your business.

What We’re Hearing from You

Agencies and brokerages today are under a great deal of pressure to grow their agent channel, while keeping administrative costs low. We understand however, that this proposition isn’t easy. Adding even one selling agent often quadruples the workload of the average licensing specialist. As a result, growing your sales channel means adding considerably to the workload of your licensing staff. Sircon however, has changed the rules of the game.

Sircon’s Producer Manager™ is a web-based tool for submitting license applications and renewals to the state regulatory authorities. It provides the ability to track and manage all of your producers, tracks carrier appointments and terminations, and makes quick work of recording demographic changes. With powerful electronic connections to all state regulators, your firm will receive rapid responses, eliminate lost paperwork and re-keying, and most importantly, save you time and money.

How Automating Producer Lifecycle Management™ Can Help

It’s no secret that the fastest path to growing revenue is through on-boarding high-quality selling agents. Managing the extra steps involved in making sure that agent and your firm remains compliant however, is extremely labor-intensive. Using the old-fashioned paper-based method of compliance, or even attempting to bridge the gap with an electronic process of your own which often includes multiple spreadsheets, a different web address for every state, and faxes of faxes, attempting do-it-yourself compliance is error-prone and fraught with delays at every step.

That’s why Sircon has automated the entire process. Producer Manager is a one-stop-shop for licensing staff to ensure their agents are licensed and that renewals are processed on-time, every time. Producer Manager simplifies the process of adding new states or new lines of authority, tracking continuing education requirements and course completions, recording demographic changes, tracking carrier appointments, and even assisting in license terminations.

Producer Manager automates and simplifies the entire process, from start to finish, and offers built-in protections and useful tools to help you ensure that your producers are properly licensed and remain compliant wherever they sell.

What Producer Manager Can Do for You

This Unique Feature of Producer Manager Allows You to…
Speedy connections to state and national database Concentrate on the job at hand, knowing your application submissions are accurate the first time.

  • Add a new producer or update a producer already in the system with data pulled straight from national producer registries or other trusted data sources
  • Reconcile batches of records with state data on a regular or on-demand basis
  • Track carrier appointments and terminations
  • Automatically update your producer’s records to reflect compliance with training on anti-money laundering, California annuity and long-term care, or others
  • Automatically synchronize your data with the states’ data for lightning-fast compliance
Streamlined Producer Management Store all demographic information for individual producers and your firm itself. Producer Manager tracks the following:

  • Current and historical licenses and license applications, license lines of authority (qualifications), appointments, individual-to-firm associations by state, securities licenses and registration jurisdictions, background investigation results, continuing education requirements and courses, and product certifications
  • Agreements/contracts and associated compensation hierarchies
  • Business unit interest in "shared" producers
  • Unlimited comments per producer
  • Required items for each producer
  • External system identifiers
  • Non-licensed entities
  • Created and last updated user and date/time stamp for each data input
Integrated Data Assurance for Painless Compliance Maintain on-going compliance with no extra effort with:

  • Quick Add , which allows you to add producer records containing confirmed data directly from the National Producer Database (PDB)
  • Quick Load, which allows you to add batches of multiple producer records (up to 1,000) at one time, with confirmed data from the PDB
  • Quick Sync, which allows you to effortlessly synchronize your on-hand data with confirmed producer records from the PDB
  • Auto Sync, which allows you to effortlessly synchronize multiple producer data records (up to 1,000 at a time) from the PDB
Robust Inquiry Tools Simplify tracking ongoing producer compliance.

Easy-to-use inquiry tools, built-in to Producer Manager, allow you to generate sophisticated reports of your entire pool of producer data in a variety of formats and manipulate output report data for easier distribution, further analysis, and rapid decision-making.
Instantaneous Data Feeds Feed data housed in Producer Manager to downstream systems, in real time.

Data feeds are XML-based, encrypted for security, highly configurable, and event-driven (add, change, delete, and more).
Exceptional Performance and Security Concentrate on your business, while we handle the rest.

Producer Manager and all of Sircon’s offerings are web-based applications hosted and managed by Sircon in IBM-partnered data centers. All you need is Internet access and a browser, and you’re in business. It’s is backed by an enterprise-class hardware and software infrastructure, and top-of-the-line application servers, database servers and reporting server software. Sircon also provides advanced network security and dedicated production support staff to monitor and manage performance and security.
Legally-enforceable Electronic Signatures Put an end to shipping paperwork, delays in the process and possible loss of the paper packet altogether.

With electronic signatures, you’re able to enforce document signatures as needed, either once for the whole packet or multiple times for each person involved. The type of signature your firm chooses to use is customizable, and can be a simple click, a PIN system, voice or scribble. All integration is done through authenticated and secure (HTTPS, SFTP, and PGP) methods.
State-of-the-art Technology at Work for You Put your IT staff at ease with:

  • Sircon-managed installation, configuration, and upgrades
  • Clustered application servers
  • Leading application, database, and reporting server technology
  • 128-bit, Secure Socket Layer (SSL) data encryption
  • UNIX server hardware
  • Java 2 Enterprise Edition (J2EE) development platform
  • Event-driven, XML-based data feeds
  • PGP-compatible data file format
  • Geographically separate standby/disaster recovery environment updated hourly with replicated data and files
Integrated Compliance Transactions Process daily compliance transactions more efficiently and with less cost than your current processes. Built-in integration with Sircon’s Compliance Express™ simplifies:

  • License application processing
  • License renewal processing
  • State database and PDB inquiries
  • Automated producer maintenance
  • Letters of Certification for non-resident licenses

Simplifying Producer Management, Leaving You to Focus on Doing Business

Having accurate producer data on hand and being able to manipulate it quickly and easily is often the difference between a well-oiled and profitable machine and a struggling firm, hit with fines and repeatedly bludgeoned with market conduct exams. Because accurate data is in fact business critical, it just makes sense to ensure your firm is making your producer pool’s data work for you. Sircon can help. A Sircon representative can help you determine whether Producer Manager or other Sircon solutions are right for your business. Please give us a call at 877-876-4450, or complete the Contact Us form below and we will be in touch shortly.

First Name:
Last Name:
Title:
Company Name:
Working State:
Phone:
Email:
Number of Licensees: