AgentSync

AgentSync is a cloud-based platform designed to help insurance agencies and brokerages manage their producers and ensure compliance. The solution caters to insurance agencies of all sizes in the property, casualty, life and health insurance sectors. It offers a variety of features to simplify producer management and compliance. The Manage module streamlines licensing, contracting, and credentialing to keep producers compliant. The AutoPilot module automates onboarding and offboarding to scale an agency’s producer base quickly while mitigating risk. AgentSync also provides APIs to connect its data and functionality with an agency’s existing systems and processes. Support is extended via knowledge base, email, chat and FAQs.