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Broker Credential Sync

By Mastek

Your One-Stop Solution for Health Insurance Broker Credential Management

No Ratings
$30   USD/user/month
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Industries
Healthcare & Life Sciences
Business Need
Sales
Productivity
IT & Administration
Requires
Sales Cloud
Compatible With
Service Cloud
Experience Cloud
Health Cloud

Keep your producers licensed and compliant—without leaving Salesforce. Real-time sync with NIPR makes it fast, accurate, and hassle-free.

  • Streamline Broker Management. Stay Credentialed. Stay Compliant.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Service Cloud
Experience Cloud
Health Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
To use this AppExchange product, a valid NIPR (National Insurance Producer Registry) account is required. The NIPR credentials must be entered under Named Credentials in Salesforce to enable successful integration between Salesforce and NIPR Database.

App Details

Version
BrokerCredentialSync/ver 0.1 1.0.0
Listed On
09/16/2025
Latest Release
09/16/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Sales Programs
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 16
Custom Tabs: 9
Custom Apps: 1
Lightning Components
Global: 13
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/01/2025

Additional Details

Simplify and streamline the way your organization manages insurance broker or producer licensing, appointments, and compliance—all within Salesforce. Our Broker Credential Sync solution integrates directly with the NIPR (National Insurance Producer Registry) database, giving you a centralized, real-time view of your brokers’ licensing status. It automates the validation and synchronization of credentials, ensuring data accuracy, reducing manual effort, and helping your team stay compliant with evolving state regulations. By eliminating the need for time-consuming manual checks and disconnected workflows, this solution enhances operational efficiency and accelerates your go-to-market efforts.

Need help?

Mastek

Dallas, Texas, United States of America

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