AgentSync - Insurance Producer Management Integrated to NIPR

AgentSync in 90 Seconds

Transacting insurance across state lines can be daunting

The Agent Record - Biographic info, licenses, and appointments automatically synced to NIPR

The AgentSync Producer Lifecycle

The Agency Record - Entity-level firmographic info, licenses, and appointments automatically synced

For Carriers - External broker channel dashboard

For Agencies and Carriers with captive agents - Producer Dashboard

The Producer Compliance Scorecard - Effortlessly identify compliance gaps

The Scorecard Dashboard - Aggregated and always updated insights

Optional Compliance Controls - Prevent violations in real-time as a last line of defense

Submit bulk licenses, renewals, and appointments/terminations directly to NIPR in a few clicks

Collect required details from your producers to be used to submit licenses/renewals directly to NIPR

Automated agent contracting

The Agent Portal

Starting at $50 USD per user per month Pricing is tiered based on total number of agents/brokers. Please call for pricing.

Discounts available for nonprofits

Rating

(12)

Listed On

6/12/2019

Latest Release

5/27/2020

Producer management meets technology & automation

AgentSync is an application built on the Salesforce.com platform that effortlessly enforces state producer licensing & appointment regulatory requirements through an integration to the National Insurance Producer Registry (NIPR).