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AgentSync - Producer & Compliance Management

Producer management meets technology & automation

Overview

See How AgentSync - Producer & Compliance Management Works

  • Industry-leading partnership By working with two industry leaders that have come together, you are ensured continued business growth, product development, and best-in-class customer service.

  • Easy, seamless implementation/integration AgentSync’s infrastructure on Salesforce challenges the status quo, allowing you to smoothly and continuously push data upstream and downstream on a highly secure platform.

  • Quick onboarding, licensing, and more Manage producer requirements through your single end-to-end compliance solution.

AgentSync builds modern insurance infrastructure that connects carriers, agencies, MGAs, and producers. With customer-centric design, seamless APIs, automation, and unparalleled service, AgentSync’s solutions create onboarding, licensing, and appointing processes insurers and producers love while ensuring growth and compliance never compete. Founded in 2018 by Niranjan “Niji” Sabharwal and Jenn Knight, and headquartered in Denver, Colo., AgentSync has been recognized as one of Denver’s Best Places to Work, as a Forbes Magazine Cloud 100 Rising Star, an Insurtech Insights Future 50 winner, and is ranked 65 in Forbes – America’s Best Startup Employers 2023.

Categories

Business Needs
Agent Productivity
Industries
Financial Services
Healthcare & Life Sciences
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.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Salesforce Shield
Community Builder
Managed Package