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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
John C.
JC
John C.
04/01/2022
Validated Reviewer
Verified Current User
Review source: Organic

Perfect solution for scaling producer license compliance

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.
Alex N.
AN
Alex N.
Director of RevOps @Rippling
03/29/2022
Validated Reviewer
Review source: Organic

Easiest way humanly possible to achieve gold standard compliance

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
Kelly W.
KW
Kelly W.
03/29/2022
Validated Reviewer
Review source: Organic

AgentSync is the cornerstone of our licensing compliance program

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.

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