AgentSync Manage

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AgentSync Manage is a Salesforce-native, cloud software built to make insurance compliance streamlined and automated for insurance carriers, agencies, and MGAs/MGUs. It brings automation & unparalleled data visualization to producer recruitment, onboarding, contracting, appointing, licensing & compliance, reporting, and competitive intelligence, all in one solution.

Key Features

AgentSync Manage includes a direct, two-way synchronization with NIPR, the source of truth for state insurance licensing and appointments data. A daily sync ensures users have access to up-to-the-day licensing and appointment data for every producer, adjuster, and dually-licensed broker-dealer. AgentSync Manage offers: seamless producer onboarding using automation to collect agent data and verify and submit agent compliance credentials; proprietary LOA mapping that radically reduces the need for state-level expertise; and bulk processing for licensing, appointments, and terminations (up to 5,000 records at a time). It also features producer compliance scorecards, which automatically update in real-time to accelerate a producer’s ready-to-sell status, and comprehensive, actionable competitive information about distribution.

Key Benefits

  • AgentSync Manage reduces operational and administrative costs related to producer onboarding, licensing, appointments, and ongoing compliance. It reduces compliance risk and provides peace of mind without the need for cross-referencing multiple state websites and updating internal spreadsheets. It also helps insurance businesses grow and scale quickly by allowing producers to be ready to sell in a matter of days, not weeks or months. All of that (and more) comes with no additional fees to conduct state and NIPR transactions, world-class data security & privacy, transparent pricing, and surprisingly fast and easy implementation.

Product/Service details