Related Products
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About
AgentSync powers rapid growth for insurance carriers, agencies, and MGAs by offering modern tools for producer management. With a customer-centric design, seamless APIs, and automation, AgentSync's products reduce friction, increase efficiency, and maintain compliance, ultimately helping to improve the broker onboarding, contracting, licensing, appointing, and compliance processes.
Our core product, Manage, minimizes compliance costs and prevents regulatory violations before they occur by automating the administrative paper chase required to verify that agents have the necessary appointments and state licenses to sell. By simplifying the complexity of selling insurance, you can drastically reduce costs and compliance risks associated with manually managing these tasks via spreadsheets and disparate legacy systems.
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About
Billy is your one-stop shop for all insurance and compliance needs, designed to streamline and simplify your workflows. Pre-qualify subcontractors with ease and automatically track critical contract documents such as Certificates of Insurance (COIs), W9s, Business Licenses, Master Service Agreements (MSAs), Warranties, and Lien Waivers. With seamless integrations into platforms like Procore, Autodesk, Sage 300, and JD Edwards, Billy ensures compliance data flows directly into your project and accounting systems, eliminating double data entry and minimizing errors. Our platform supports document management, real-time compliance tracking, automated reminders for expiring documents, and proactive alerts to reduce risks and improve efficiency. Billy’s AI-powered solutions and insurance wallet integration connect contractors, brokers, and carriers, delivering frictionless workflows that help businesses stay compliant, win more jobs, and get paid faster.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Insurance carriers, insurance agencies, and MGAs
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Audience
Companies searching for a solution to manage their construction compliance operations
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
Annual Subscription
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationAgentSync
Founded: 2018
Denver, Colo.
agentsync.io
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Company InformationBilly
Founded: 2021
United States
billyforinsurance.com
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Alternatives |
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Categories |
Categories |
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Commercial Insurance Features
Billing & Invoicing
Not Supported
Broker / Agent Portal
Supported
Claims Management
Not Supported
Commission Management
Not Supported
Customer Portal
Not Supported
Document Management
Supported
Insurance Rating
Not Supported
Policy Management
Not Supported
Quote Management
Not Supported
Reinsurance Administration
Not Supported
Risk Assessment
Not Supported
Underwriting Management
Not Supported
Insurance Agency Management Features
Claims Management
Not Supported
Commission Management
Not Supported
Contact Management
Not Supported
Document Management
Supported
Insurance Rating
Not Supported
Life & Health
Supported
Policy Management
Not Supported
Property & Casualty
Supported
Quote Management
Not Supported
P&C Insurance Features
Billing & Invoicing
Not Supported
Broker / Agent Portal
Supported
Claims Management
Not Supported
Commission Management
Not Supported
Customer Portal
Not Supported
Document Management
Supported
Insurance Rating
Not Supported
Marketing Automation
Not Supported
Policy Management
Not Supported
Quote Management
Not Supported
Reinsurance Administration
Not Supported
Underwriting Management
Not Supported
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Compliance Features
Archiving & Retention
Supported
Artificial Intelligence (AI)
Supported
Audit Management
Supported
Compliance Tracking
Supported
Controls Testing
Not Supported
Environmental Compliance
Not Supported
FDA Compliance
Not Supported
HIPAA Compliance
Not Supported
Incident Management
Not Supported
ISO Compliance
Not Supported
OSHA Compliance
Supported
Risk Management
Supported
Sarbanes-Oxley Compliance
Not Supported
Surveys & Feedback
Not Supported
Version Control
Supported
Workflow / Process Automation
Supported
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Integrations
Docusign
Supported
BIM 360
Not Supported
CMiC
Not Supported
COINS
Not Supported
JD Edwards EnterpriseOne
Not Supported
Procore
Not Supported
Sage 300
Not Supported
Salesforce
Supported
Varicent
Supported
Verified First
Supported
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Integrations
Docusign
Supported
BIM 360
Supported
CMiC
Supported
COINS
Supported
JD Edwards EnterpriseOne
Supported
Procore
Supported
Sage 300
Supported
Salesforce
Not Supported
Varicent
Not Supported
Verified First
Not Supported
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