AgentSync Pros and Cons

The direct link to NIPR and the service team. Review collected by and hosted on G2.com.

There are some limitations to what is within scope of autopilot. Review collected by and hosted on G2.com.

It's salesforce platform is nice so you can configure as required. Review collected by and hosted on G2.com.

it's really costly for what you are getting and there are much cheaper alternatives out there.

Heck, if you are big enough to need this, you can just have your dev team integrate with nipr themselves. Review collected by and hosted on G2.com.

Everyone is very helpful and respectful. Review collected by and hosted on G2.com.

Nothing at this time. Everyone seems to be helpful. Review collected by and hosted on G2.com.

AgentSync enables data synchronization across different systems eliminating discrepancies and manual entry errors Review collected by and hosted on G2.com.

Expensive. Despite its user-friendly design, there is still a learning curve associated with the initial setup and understanding the full range of features, which may require significant time and resources. Review collected by and hosted on G2.com.

Agent Sync is a great tool for insurance compliance. It can help you scale your distribution significantly and I have found it to have wonderful use cases. Review collected by and hosted on G2.com.

Agent Sync has great capabilities and I look forward to the addition of features they will be adding in the future. Review collected by and hosted on G2.com.

The system helps you generate connections. Review collected by and hosted on G2.com.

Nothing to dislike. The platform works like a charm. Review collected by and hosted on G2.com.

Customer Support. Simplicity of the Platfrom. Ease of intergration and implementation. Review collected by and hosted on G2.com.

The amdin having the capability to edit its users settings. A feature for a universal admin setting or document to be applied to other users. Review collected by and hosted on G2.com.

Where do I begin? The AgentSync team, tool, and process is a complete & amazing package for managing our producer licensure process. I am so thankful we implemented the tool when we did. It has scaled flawlessly as our company has grown and given us both peace of mind and comprehensive monitoring across our licensure portfolio. I'd recommend the product to any relevant party. Review collected by and hosted on G2.com.

I honestly can't think of much here. One future product suggestion is direct continuing ed (CE) integration to make it easier for licensed producers to complete courses when required. Review collected by and hosted on G2.com.

AgentSync is a Salesforce native tool and automates license renewals for our agents and entities. It is easy for our agents to use from a self-serve perspective and easy for our admins to stay on top of licensing status and run reports. AgentSync also offers a professional service offering that is a key component of our compliance program and helps us stay ahead of our compliance obligations and changing requirements. Review collected by and hosted on G2.com.

This tool automates business processes that are set by state insurance regulators. There are still a few automation gaps because some of the states require activities (like fingerprints or manual checks for fees) that can't be automated through a software platform. Review collected by and hosted on G2.com.

Rather than a separate app / website to manage it's built directly into Salesforce where we already manage our agents. Ton of extensibility and configuration options Review collected by and hosted on G2.com.

Nothing - for such a complex topic it makes things as easy as humanly possible Review collected by and hosted on G2.com.