Vertafore
63 Case Studies
A Vertafore Case Study
Vertafore, a Fortune 500 property & casualty carrier and the largest provider of supplemental insurance in the U.S., protects more than 50 million people worldwide. They faced a complicated commission system that required multiple workarounds, struggled to manage a complex 10-level hierarchy and pay their downline, and had a time-consuming onboarding process that generated a high volume of agent calls.
By implementing Sircon Producer Central, Sircon Onboarding & Self-Service, and Sircon Compensation, the company streamlined workflows and reduced manual effort for home office users. They can now pay FMOs, MGAs, and the entire downline easily, onboard 200 new producers and process over 2,000 appointments each month, and rapidly bring new agencies and agents online—driving increased revenue.
Fortune 500 Property & Casualty Carrier Company