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AgentSync

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20 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.2
Serving customers since
2018

Profile Name

Star Rating

15
3
1
0
2

AgentSync Reviews

Review Filters
Profile Name
Star Rating
15
3
1
0
2
Stefan V.
SV
Stefan V.
Compliance Associate @Embroker - I provide Risk Management, Business Analysis & Quality Assurance services in the Insurtech/Fintech space.
07/01/2024
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Time-saving and user frendly compliance software

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.
Isabel P.
IP
Isabel P.
06/25/2024
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Wonderful people. Great customer service! :)

Everyone is very helpful and respectful.
LL
Laszlo L.
06/20/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Perfect for Automating as Much of the Licensing Process as Possible

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).

About

Contact

HQ Location:
Denver, US

Social

@AgentSync

What is AgentSync?

AgentSync builds modern insurance infrastructure to make the $1.3 trillion insurance industry run more efficiently. AgentSync’s producer management and compliance products power rapid growth for insurance carriers, independent agencies, and MGAs.

Details

Year Founded
2018