If you are considering AgentSync, you may also want to investigate similar alternatives or competitors to find the best solution. Other important factors to consider when researching alternatives to AgentSync include features. The best overall AgentSync alternative is Applied Epic. Other similar apps like AgentSync are EZLynx, Hearsay, A Yext Company, Sircon for Individuals, and myCOI. AgentSync alternatives can be found in Insurance Compliance Software but may also be in Insurance Agency Management Systems or Social Media Management Tools.
Applied Epic enables agencies to manage their property and casualty and benefits business in a single application.
Cobrowse is a collaborative browsing solution, designed to augment remote sales and support engagements with real-time human interaction. With Cobrowse, agents can offer tailored guidance to customers as they navigate any of your digital channels, on desktop and mobile, across the web or native iOS and Android mobile applications. The same powerful suite of tools is available for both web and mobile co-browsing: - Laser pointer - Annotation - Remote Control - Full Device Screen Share - Agent Present Mode With Universal Co-browsing, agents can stay in contact with customers as they browse third-party content, websites, and applications. The full suite of agent tools remains available across third-party content, allowing agents to provide personalized guidance throughout the customers’ digital journey. Seamless integration with enterprise CRM and CX solutions enables agents to escalate complex sales and support tickets to a collaborative browsing session without leaving the host interface. A range of flexible session initialization options and a fully customizable UI make the transition frictionless and provide a consistently branded experience across all channels. Current integrations include: - Salesforce - Genesys - Zendesk - Talkdesk - Intercom - Freshworks Cobrowse prioritizes data security, with compliant data redaction a key differentiator for businesses that deal with sensitive or private customer data. Private-by-default functionality means no images, text, or other content will be displayed unless specifically added to the allowlist, maintaining compliance with strict data protection regulations. For auditability, you can record every action the customer and agent take during a co-browsing session. Session replays provide an accurate, tamper-proof record of every interaction, which can be used for dispute resolution, to understand better how users navigate your digital platforms, or to improve agent training. For the ultimate in security, the same Cobrowse software that runs in the cloud is also available for enterprises to self-host in their cloud accounts, run in their on-premises data centers, or even deploy to air-gapped, protected networks. Proven to enhance customer and agent satisfaction, Cobrowse is trusted by businesses worldwide that prioritize customer service excellence. Co-browsing is used widely within remote sales and support environments to efficiently resolve complex enquiries and provide outstanding service when customers need it most.
Optimized for salespeople, empowering them to easily adopt leading social-selling techniques to attract prospects, retain customers, and grow business.
Allows insurance companies to conduct business with state insurance regulatory departments.
myCOI Central is built on a foundation of insurance industry logic to ensure you remain protected with the appropriate coverage. myCOI Central provides your company with a solution to automate your insurance certificate requests, collection, and compliance resolution, while also giving your team a single, centralized repository to view compliance.
TrustLayer is an automated insurance verification and Certificates of Insurance tracking software that helps companies verify insurance coverage of their business partners. TrustLayer helps protect businesses from costly claims and lawsuits that can cost businesses millions. Verify that Certificates of Insurance (COIs) collected actually meet specified requirements and represent valid and current insurance policies helps increase insurance compliance and decrease risk.
The PCRM (Producer Compliance Requirements Management) solution takes information that is traditionally siloed and brings it together into a warehouse of data. Through PCRM agencies, brokers, carriers and adjusters can manage the professional certificate life cycle from end-to-end. Check out our one-stop shop, web-based solution for Insurance Compliance.
Openforce is the leader in technology-driven services that reduce operating costs and mitigate compliance risk for courier companies using independent contractors. Openforce frees contracting carriers from the burden of onboarding, contracting, and settlement processing, while helping contractors build their business. Our cloud-based applications help businesses achieve more sustainable, profitable growth by removing financial, operational, and compliance barriers to getting business done.
Sircon Onboarding and Compliance easily modernizes an insurers administration of producers. Automate the onboarding of new producers with digital processing that ensures regulatory compliance. Complete self-service automation of additional appointments, renewals, and terminations
Cobrowse is a collaborative browsing solution, designed to augment remote sales and support engagements with real-time human interaction. With Cobrowse, agents can offer tailored guidance to customers as they navigate any of your digital channels, on desktop and mobile, across the web or native iOS and Android mobile applications. The same powerful suite of tools is available for both web and mobile co-browsing: - Laser pointer - Annotation - Remote Control - Full Device Screen Share - Agent Present Mode With Universal Co-browsing, agents can stay in contact with customers as they browse third-party content, websites, and applications. The full suite of agent tools remains available across third-party content, allowing agents to provide personalized guidance throughout the customers’ digital journey. Seamless integration with enterprise CRM and CX solutions enables agents to escalate complex sales and support tickets to a collaborative browsing session without leaving the host interface. A range of flexible session initialization options and a fully customizable UI make the transition frictionless and provide a consistently branded experience across all channels. Current integrations include: - Salesforce - Genesys - Zendesk - Talkdesk - Intercom - Freshworks Cobrowse prioritizes data security, with compliant data redaction a key differentiator for businesses that deal with sensitive or private customer data. Private-by-default functionality means no images, text, or other content will be displayed unless specifically added to the allowlist, maintaining compliance with strict data protection regulations. For auditability, you can record every action the customer and agent take during a co-browsing session. Session replays provide an accurate, tamper-proof record of every interaction, which can be used for dispute resolution, to understand better how users navigate your digital platforms, or to improve agent training. For the ultimate in security, the same Cobrowse software that runs in the cloud is also available for enterprises to self-host in their cloud accounts, run in their on-premises data centers, or even deploy to air-gapped, protected networks. Proven to enhance customer and agent satisfaction, Cobrowse is trusted by businesses worldwide that prioritize customer service excellence. Co-browsing is used widely within remote sales and support environments to efficiently resolve complex enquiries and provide outstanding service when customers need it most.