AgentSync Pros and Cons

The upsides of AgntSync are good visibility of workflow with interactive dashboards, ability to have a broad or detailed view of licensing items based on your preference. They also have extensive Compliance Library providing imortant information. Lastly, big kudos to their Support team, their knowledge and fast troubleshooting are very helpful. Review collected by and hosted on G2.com.

There are gaps that needs closing. I would say for 90% of my work I can use AgentSync, but for example for licensing - certain license types, like Adjusters, are not supported with AgentSync.

On the bright side, they are aware and plan to close the existing gaps. Review collected by and hosted on G2.com.

My favorite aspect of AgentSync is that I don't have to worry about whether or not we are in compliance with our licensing. I can easily see how we are doing by looking at the dashboard and our rep Holli is always 3 steps ahead of us being proactive about renewals and changes to the law. Review collected by and hosted on G2.com.

The Salesforce platform isn't the most intuitive to use. Review collected by and hosted on G2.com.

AgentSync is a wonderful tool for managing your Agency's licensing needs. They have a variety of reports, dashboards, and functions that make it easy to manage. You also have the ability to assign Scorecards that determine which states and LOAs an individual needs if the licensing needs are different across the organization. Overall a great tool and a must have for Agencies managing licensing for their producers. Review collected by and hosted on G2.com.

There wasn't anything that I really disliked about AgentSync. The only thing that I would say that is a little challenging in the beginning is learning the system, the different dashboards and reports that are available. They do have an online library for getting started which was super helpful in getting up to speed. Review collected by and hosted on G2.com.

I over see the insurance licenses at my organization and AgentSync has created a compliant, error proof means of tracking all 100+ employees that goes right to the NIPR source. Review collected by and hosted on G2.com.

New York State, which is my organization's domiciled state isn't on the sytem that interacts directly with NIPR so it has been challenging at times. Review collected by and hosted on G2.com.

-How easy it is to find an answer to someone you are unsure of.

-The library of resources

-The friendly people assisting

-Ease of using contact pages/locating information

-Constant search for growth and improvement for our organization Review collected by and hosted on G2.com.

AgentSync and NIPR sometimes do not sync in real-time causing delays in licensing procedures. Review collected by and hosted on G2.com.

AgentSync is a huge time saver for us helping get and maintain different state licenses for our company. Once everything is set up a new license can be applied for in a click of a button. Someone is always there to answer questions if problems arise and fixes are quick. Review collected by and hosted on G2.com.

Only syncing with NIPR and not Sircon can be frustrating when dealing with a large variety of states but we are lucky that it doesn't come up as an issue very often. Review collected by and hosted on G2.com.

I love that when I go to apply and renew I can do it with just a few simple clicks! Review collected by and hosted on G2.com.

My only wish for Agent SYnc would be that it could track CE status at the state Level and it could generate hard copies of liceses - otherwise it's perfect! Review collected by and hosted on G2.com.

A good tool to streamline agent onboarding and compliance processes. Review collected by and hosted on G2.com.

1. For the cost, we expected a more comprehensive and adaptable solution.

2. We experienced delays in resolving issues, which added to our operational challenges.

3. Despite its potential, the platform lacked critical functionalities we needed, leading to inefficiencies in managing agent data. Review collected by and hosted on G2.com.

The Client Relationship Team. From project start to operational follow up-AS provides expertise and resources to ensure a smooth process. Review collected by and hosted on G2.com.

Some of the glitches in terms of functions being available then not. AS steps up and corrects (very few of these) the issues promptly. Review collected by and hosted on G2.com.

Both the Salesforce platform and the AutoPilot solution definitely work as advertised and help make licensing and renewals as automated as possible (given there are still some manual processes due to state specific variations). Review collected by and hosted on G2.com.

The onboarding process felt a little drawn out at times, and they have had a few rounds of turnover which has lead to a few changes to our assigned specialist. Review collected by and hosted on G2.com.