1. IRI Ops & Tech 2016: Sircon Spotlight

2. Evolving customer expectations
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Evolving customer expectations
“What we’re all looking for is one version of the truth, in real time, regardless of who you are, or where you are.”

3. One version of truth – airline tickets
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One version of truth – airline tickets
Making a change to your airline tickets
You want to have that confidence that your reservation changes have been confirmed.
No matter how you look up the information – via , on the app, on the website, if you call an agent and talk to someone.
Talking points (not to be addressed in powerpoint):
Buy from an agent
Look up policy online
Call support / claims to ask a question about a policy
Get easy access – look up my policy by the phone number I called from, not a 10 minute wait process to look it up
Get the same story from support that you got from the agent
I’m sure you’ve all been in meetings trying to determine how to deliver that experience.

4. If you are delivering a single source of truth for your customers...
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If you are delivering a single source of truth for your customers...
then why aren’t you also delivering that experience for your agents? 

5. Sircon: one version in distribution management
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Sircon: one version in distribution management
Agent / Advisor Lifecycle Management
375,000+
Agents / Advisors
4,400+
Agencies /
Securities Firms
900
Carrier Groups 22
States
2,200+
CE Providers
Key talking points:
The backbone of efficient management of the producer lifecycle is the unique connections that Vertafore has with all stakeholders in this area.
Vertafore is the only organization that partners with:
Individuals
Agencies
Carriers
States
Education Providers
We do this because we’ve learned that the solution to these roadblocks to selling will depend on efficiency from all 5 stakeholders. The world’s greatest carrier system will suffer if its agency partners are feeding bad information. A state that is inefficient – we all know a few – will slow things down for everyone. We need the support of all these players to make things work properly for the producer or advisor.
The result is that our partners enjoy the confidence of consistent and transparent regulatory credentials.
Agencies, carriers, and individuals know that the credential information they see is aligned with states and education providers.
Transition: This allows us to separate ourselves in the market place. In addition to the connecting of the necessary stakeholders, we bring a great deal to the plate.
Sircon is delivering one version of the truth for sales authorizations and compliance, in real time, no matter where you are in the distribution chain

6. Compliance Interactions Web
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Compliance Interactions Web
DOI
FINRA
Carrier
NAIC
NIPR/ PDB
Sircon
Agency & Securities Firm
DTCC
Edu Provider
Agent Advisor

7. Omni-Channel Distribution Communication
Financial institutions (banks/securities firms)
Non-traditional sales organizations
Captive and independent sales channels
Marketing organizations
Retail agencies
Call center
BGAs
NIPR/ PDB
FINRA
NAIC
DOI
DTCC
Agency & Securities Firm
Carrier
Agent Advisor
Education Provider
Sircon

8. Multiple Point-to-Point Transactional Solutions
Customer Experience
Broken, inconsistent, and semi-manual processes, rules management, and data
Customer Business Impact
Costly manual effort
Increased compliance risk
Delayed or lost business
End-customer satisfaction issues
Poor agent/advisor experience
Multiple Distributor Databases
Multiple Carrier Databases
Paper DB DB SS DB DB
Multiple Interfaces
Multiple Interfaces
Multiple Regulatory Databases
Multiple Provider Databases
State
PDB
CRD DB
Paper SS
Multiple Interfaces
Sircon, NIPR, NAIC, FINRA, etc.
Multiple Interfaces
2015 Vertafore, Inc. and it subsidiaries

9. Sircon Connected Compliance
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Sircon Connected Compliance
Integrated information and communications management
Agents & Advisors
Carriers
Agencies & Securities Firms
Sircon Platform
Education Providers
Regulators
Syncing is about one version of the truth
Combining up carrier systems is about one version of truth
Helping reps view distributor FINRA data is about one version of truth
Credentials,
Relationships,
Regulatory Transactions

10. Sircon Workspaces: One truth for a rep