State Info Center
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Consulting Services
Along with our powerful array of automation solutions to help companies manage producers and agents, Sircon offers the assistance of our Professional Services Organization (PSO). PSO is a team of friendly and knowledgeable specialists who are ready to assist your organization in process improvement through the practical use of Sircon technology. We take pride in our ability to learn our customers’ business objectives and deliver responsive services, from implementation of our flagship products, to processing large batches of records, to integrating quantities of data; the PSO team has the expertise and spirited commitment to drive project completion on time and within budget.
To download a complete catalog of available services, click here (pdf)
Services Include:
Appointment Reconciliation Processing (ARP)
Producer Data Reconciliation (PDR)
Mass appointments/Terminations
Mass Appointments/Terminations with PDB pull
Sircon Auto Sync Using Producer Manager
Regulatory Data Change Management Service
Sircon License Renewal and Appointment Validation Service™
Consulting Services - Implementation of Sircon Corporation’s flagship products
Appointment Reconciliation Processing (ARP)
The Appointment Reconciliation Process (ARP) service helps insurance companies manage the state appointment renewal process for agents. The program provides a cost-effective method for reconciling the Company’s list of producers with the State’s list in time to terminate unwanted producers before the renewal fees are due. Appointment Reconciliation Processing addresses this challenge in a cost-effective and efficient manner by automatically conducting producer data reconciliation in an exception-based workflow manner. The report generated helps carriers identify termination opportunities as well as ensure their compliance with the state regulators.
Producer Data Reconciliation (PDR)
This service compares all licensing, appointment and personal information on all producers to current state records. Through this service you will discover compliance issues before the states do, reducing exposure to fines and/or penalties for non-compliance, as well as avoid unnecessary license and appointment renewals and associated fees by using our built in automated appointment and termination process. Sircon can then provide the results of the comparison in an Access database or XML format.
Mass appointments/Terminations
Faced with the challenge of processing hundreds or thousands of appointments and/or terminations due to a merger, acquisition, or rapidly evolving distribution channel changes?
Sircon can easily and efficiently copy producers from one company to another through our Mass Appointments/Terminations process. Simply provide data such as SSN, Last Name, First Name, Birth Date, etc., in an Excel spreadsheet, and Sircon can make those changes.
Mass Appointments/Terminations with PDB pull
This service is similar to the Mass Appointments/Terminations process; difference exists in the amount of data the customer must submit to Sircon. For this service, the customer simply gives Sircon the SSNs and Last Names of the producers they wish to appoint or terminate. Sircon Corporation will take the customer file and run a PDB query. Through our software, we will populate the fields necessary to complete the mass appointment or termination by using the information supplied to us by the PDB. We then return the spreadsheet to the customer to complete the few remaining elements we cannot get from the PDB, such as appointment state or termination reason.
Reconciliation Services
States are coordinating and intensifying their market conduct examination efforts due to increasing regulatory concerns. To make sure your organization complies with the constantly changing state rules and regulations, Sircon has created several innovative data reconciliation services. Whether you are focused on the quality of appointment, licensing, or demographic data, Sircon's Reconciliation Services provide easy-to-use methods to identify discrepancies between your data and the more than 50 regulatory jurisdictions. Our industry-leading mass appointment and termination service can then help you resolve the discrepancies fast.
Integration Express
Sircon Corporation has expanded the functionality of Compliance Express to process large numbers of appointments, license applications, or background investigations through an XML offline feed. The data, prepared by your company, can be scheduled to run on a regular basis. Files can be submitted in either our standard XML format, or in any format your company chooses, and Sircon will convert the file for you.
Producer Data Extract
This handy service will gather all of the state information on your producers, including licensing, qualification, appointment and personal information. Simply send Sircon Corporation a text file with all your producers and their SSNs, and we will capture the information and return it to you in an easy-to-use Access database.
Sircon Auto Sync Using Producer Manager
Producer Manager Auto Sync will allow you to synchronize your company’s licensing data with state data. Data may include licenses, qualifications (license lines of authority), or appointments. Through this service you can reduce market conduct risk, lower appointment renewal fees, minimize the cost of compliance transaction failures, and substantially reduce staff effort to synchronize data and the errors associated with manual updates.
Regulatory Data Change Management Service
Sircon's Regulatory Data Change Management Service is offered to customers using Producer Manager. There are over 50 regulatory jurisdictions with separate rules and requirements in each state for licensing, license renewals, appointments, appointment renewals, continuing education, background investigation, and various other administrative tasks. Each year there are numerous changes to these rules and requirements that can cost a company time and money to integrate, and the amount that these changes will cost is difficult if not impossible to accurately predict. Using this easy and reliable service to maintain your data will provide your company with a predictable and overall lower cost.
Sircon Express Extract
The Sircon Express ExtractTM service provides a cost effective way to receive individual producer license, qualification, and appointment data to complete internal reconciliation projects. Sircon will extract data from the PDB or Sircon States and provide it to you in an Access database so it can be used to:
- Prepare for market conduct exams and avoid market conduct fines
- Improve compliance
- Reduce annual appointment renewal fees
- Reduce labor cost and effort associated manual reconciliation projects,
- Reduce transaction failures with the states
Sircon License Renewal and Appointment Validation Service™
Carriers with third party distribution channels have no easy way to verify that their appointed producers, as well as producers indirectly appointed through their agency affiliation, have renewed their licenses in each state. This lack of data can have a multitude of repercussions based on various rules and regulatory compliance issues across the more than 50 regulatory jurisdictions.
To solve these problems, Sircon has created its License Renewal and Appointment Validation Service, designed as a cost-effective way verify a producer has renewed their license and that their appointments (or firm affiliations in Sircon States) remain active.
Sircon Express NPN
The Sircon Express NPN™ service provides a cost effective way to retrieve National Producer Numbers from the NIPR. The National Producer Number is increasingly used by states to identify producers instead of the Social Security Number.
Consulting Services
Implementation of Sircon Corporation’s flagship products
Sircon’s expert PSO team will assist in the deployment of any of our flagship products in order to ensure a smooth transition from your current system to the more efficient, automated Sircon solutions. Each of the products described below can be customized to your business needs, and the PSO team is standing by to assist and advise you through each step.
Producer Express
Are you struggling to keep up with the mounds of paperwork required to add a new producer? Whether it’s approving contracting packets or getting them appointed, are you constantly calling the broker or producer to get more information or get them to sign a form they forgot to complete? Sircon’s Producer Express provides a fast and convenient way to help you add new producers faster without the hassle of piles of paperwork or re-keying of information. Find out more about Producer Express today.
Sircon for States
Sircon offers a web-based service providing state insurance regulators an automated, efficient way to manage, process and track critical information on insurance companies, agencies and individual producers. Designed with the insurance regulator in mind, Sircon builds on the years of experience and state business knowledge we have gained working closely with state departments of insurance. More states run on the Sircon platform than any other solution available today.
Producer Manager
Choosing a producer database is an important business decision. While carriers understand the need to maintain accurate producer information, updating rapidly changing producer information has historically been a cumbersome, costly process. Until now. Find out more