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AgentSync - Producer & Compliance Management

By AgentSync

Producer management meets technology & automation

Starting at $50   USD/user/month

Discounts available for nonprofits

Industries
Financial Services
Healthcare & Life Sciences
Business Need
Agent Productivity
Requires
Sales Cloud
Compatible With
Experience Cloud

AgentSync, built on Salesforce.com, is used by the fastest-growing insurance companies in the US to effortlessly streamline end-to-end producer and compliance management processes.

  • AgentSync in 90 Seconds

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.
Experience Cloud
Salesforce Editions
Enterprise
Unlimited

App Details

Version
AgentSync/Release 58.1.0
Listed On
06/12/2019
Latest Release
02/18/2026
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.
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
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: 82
Custom Tabs: 48
Custom Apps: 2
Lightning Components
Global: 115
App Builder: 23
Community Builder: 7
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.
25.4.0
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.
10/05/2021

Additional Details

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.

Need help?

AgentSync

Denver, CO USA

AgentSync's support team is available during regular business hours to help with setup or custom requests and to troubleshoot issues. Our Help Center is well stocked and available 24/7.

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