Case Study: Personal Lines Products Company saves $1.5–2M and scales agent support 4x with Vertafore (Sircon for Carriers)

Personal Lines Products Company - Customer Case Study

A leading personal-lines insurance carrier that offers direct, digital, field representative and call-center channels faced fragmented, manual licensing and appointment processes: staff had to reference multiple systems to verify producer credentials, which was slow and error-prone, agents were being appointed despite low or no production, and IT had to hand-update compliance rules across systems.

By deploying Sircon Producer Central and Sircon Onboarding & Self-Service, the carrier centralized and validated producer credentials, cleaned up appointments, and implemented a Just‑in‑Time appointment process. The changes drastically reduced processing errors, let licensing staff support nearly four times as many agents, saved an estimated $1.5–2M over two years, and freed IT team members as Vertafore maintained compliance rules.