Case Study: Assurity Life achieves 75% faster agent onboarding and automated compliance with Vertafore Sircon

Assurity Life achieves outstanding efficiency and compliance with Sircon

Assurity Life Insurance Company, with roots dating back more than 125 years and operations in 49 states plus DC, faced an aging, internally built licensing and contracting system that was incomplete, fragile and required heavy manual intervention. The company’s licensing staff worked significant overtime and worried about compliance and system outages, and leadership wanted an end-to-end onboarding process that would capture an agent’s information from start to finish with minimal human touch.

Assurity implemented Vertafore’s Sircon for automated onboarding, just‑in‑time appointments and e‑contracting, moving compliance to the backend and integrating approvals directly into its imaging system. The new process reduced a 20–30 step workflow to 1–2 steps (about one minute), cut agent authorization time by 75%, eliminated most overtime (saving roughly $65,000–$70,000 annually), supported growth without added headcount, and sharply reduced agent complaints.

Assurity Life

Tonya Blaser

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