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.
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
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.
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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.
With over 2.5 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
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