AgentSync - Producer & Compliance Management

Billing team is not helpful

Had to go through layoffs, billing team wouldn't work with us on 3 year contract.

Support team is outstanding!

AgentSync was a great application for our company. Unfortunately our business model required that we move in a different direction and our company stopped using this product. As the Salesforce administrator, I was tasked with uninstalling the app from our Salesforce instance. When I experienced some technical issues removing the app, I reached out to the AgentSync support team and they continued to assist me, even though we were no longer a paying customer. Consequently, I was able to perform a clean uninstall and was able to remove technical debt in our Salesforce instance. AgentSync's continued support for a previous customer is a true example of how this company shines and I'd recommend their services to anyone evaluating their product.

Time saving tools

Save time for your company with AgentSync. Get the information you need without searching through websites or asking your customers to supply the details. The AgentSync team listened to what we needed and was wonderful to work with.

Wonderful product!

AgentSync has made our licensing process so much quicker with their great automation.

Automated processes and improved compliance!

Agent Sync helped us not only automate our compliance process w/ its NIPR data integration but also to improve our entire appointment / agent onboarding process. Other tools were way less efficient or only supported NIPR compliance but not the end to end onboarding.

AgentSync is AMAZING!

AgentSync is the perfect solution for maintaining licenses, appointments, and so much more for our producer database. With AgentSync, we have been able to automate so many processes that we had to manage manually before coming across AgentSync. Even better than their product is their customer success team. They came to us with a very detailed and organized implementation plan, and were there with us every step of the way to make sure that AgentSync fit the needs of our Salesforce org. We couldn't be happier with our decision to partner with AgentSync - highly recommend!

Licensing Compliance Peace of Mind

As the General Counsel of an insurtech, licensing compliance is one of those things that is important to get right but easy to get wrong. We made the decision to switch to AgentSync (from our in house process) because we were looking to save time and partner with a tool that integrates directly with NIPR to process licenses and appointments. The sales process was very quick and we went from signed sales order to fully implemented in less than a month. One of my favorite features of AgentSync is how easy it is to pull a dashboard to view real time credential status. I also love how our agents can self-onboard and update their producer profile (for example, when they move) so we can stay on top of any updates we need to make real time and not worry about missing something along the way. I'm so happy to be working with the AgentSync team on this incredibly important part of our overall compliance program!

Absolutely Genius Tool!!

This highly customizable tool has made it easy to manage licenses for our team of 150+ agents with all different license types. AgentSync gives a clear view of each license status and the ability to process renewals/new license applications with the click of a button. AgentSync has made my job so much easier and I now have peace of mind knowing that our agents licenses are always in compliance.

The best solution on the market for managing license compliance.

This tool has been an absolute gamechanger for our ability to scale rapidly and manage our license compliance. From ease of use, to incredible support & team - AgentSync is well worth it in every dimension.

Required vendor for all insurance companies

My company (150 life, medicare and auto insurance agents) has been an agent sync customer for 9 months. I have never worked with a better vendor. Below please see a summary of the key features they offer that we use. Where I have been most impressed is with the quality of their API and their customer service. I expect this will shortly become an industry standard for all insurance companies. Automated NIPR data integration and real-time credential visibility Dashboards and insights Automated compliance analysis Ease of use, peace of mind, user experience, and effortless agent onboarding Thought leadership, industry experience, and support provided Overall technology, process, customer experience