Catalyit Founding Provider Since 2021 | Last Updated May 2024
AgentSync is a producer management and compliance solution built on the Salesforce platform. When insurance agencies partner with AgentSync, they streamline compliance and deliver a frictionless onboarding and licensing experience that gets producers ready to sell in hours, not weeks or months.
Features & Quick Stats
Core Business: Licensing compliance
How AgentSync Helps Independent Agents/Brokers: AgentSync empowers insurance carriers, agencies, and MGAs to unleash operational efficiencies, reduce risk, and fuel growth.
Integrations: Salesforce
Partnerships: Salesforce, Varicent
Videos:
Key Features:
- Quick and easy producer onboarding
- Effortless compliance
- A single source of truth for your agency
Website: agentsync.io
Contact: [email protected]
Headquarters: Denver, CO
Number of Employees: 200
Area of Operations: All States
Catalyit Team Review
Published: February 19, 2024
What we like:
- Integration Capabilities: Seamlessly integrates with a growing list of third-party applications and databases, enhancing data accuracy and reducing manual work.
- Automated Client Communication: Streamlines client interactions through integration with Vertafore Client Communications.
Things to consider:
The initial investment and maintenance costs might be a factor for smaller agencies, but the efficiency and productivity gains are substantial.
Summary:
AgentSync provides a producer license compliance solution specifically designed for the insurance industry. AgentSync offers two unique products, AgentSync Manage and AgentSync AutoPilot in addition to APIs to feed real-time producer compliance data into your existing infrastructure.
AgentSync Manage enables insurance carriers, agencies, and MGAs to eliminate complexity and reduce costs in producer management workflows.
AgentSync AutoPilot helps automate management of end-to-end producer onboarding, licensing, and appointment processes.
The company’s solutions integrate with Salesforce and partner with Varicent among other partnerships. The primary benefit of AgentSync for independent agents and brokers is to enhance operational efficiencies, minimize risk, and promote growth within their organizations.
* Unbiased review based upon information and insights available.
AgentSync Videos
AgentSync Demo
AgentSync Product Pitch
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Compare AgentSync to other solutions on the Catalyit Agency License Compliance Guide.
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