CertAdvisor

CertAdvisor

Recordables
AgentSync CertAdvisor

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AgentSync:

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.
CertAdvisor:

About

For nearly three decades, Recordables has been providing software to a wide array of employers to automate their claims filing, tracking and reporting. Managing compliance of incoming Certificates of Insurance is made easy with CertAdvisor from Recordables. Our software stores insurance certificates electronically, reports any deficiencies, and notifies your vendors of their deficiency with automated emails and/or letters. Managing thousands of certificates is no longer the cumbersome and arduous task it used to be. Reminders for certificates nearing expiration, track multiple insurance types, unlimited vendor levels (different requirements for each vendor type), track limits of liability compliance, automation of form letters and/or emails, notify internal departments of vendor deficiencies, vendor notification log, electronically store certificates and other documents, notes with spell check feature, multiple standard reports.
AgentSync:

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
CertAdvisor:

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
AgentSync:

Audience

Insurance carriers, insurance agencies, and MGAs
CertAdvisor:

Audience

Cloud-based certificate management tool that helps with tracking compliance, measuring liability and data export for companies
AgentSync:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
CertAdvisor:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
AgentSync:

API

Offers API Not Supported
CertAdvisor:

API

Offers API Not Supported
AgentSync:

Screenshots and Videos

CertAdvisor:

Screenshots and Videos

AgentSync:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
CertAdvisor:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
AgentSync:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
CertAdvisor:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
AgentSync:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
CertAdvisor:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
AgentSync:

Company Information

AgentSync
Founded: 2018
Denver, Colo.
agentsync.io
CertAdvisor:

Company Information

Recordables
Founded: 1992
www.recordables.com
AgentSync:

Alternatives

CertAdvisor:

Alternatives

A1 Tracker

A1 Tracker

A1 Enterprise
AgentSync:
InsureEdge

InsureEdge

Damco Solutions
4.2 out of 5 stars
CertAdvisor:
SmartCompliance

SmartCompliance

4.0 out of 5 stars
AgentSync:
BindHQ

BindHQ

5.0 out of 5 stars
CertAdvisor:
AgentSync:
DXC Assure

DXC Assure

DXC Technology
CertAdvisor:
AgentSync:
CertAdvisor:
iFastrack

iFastrack

GG-One Software
AgentSync:

Categories

CertAdvisor:

Categories

AgentSync:

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
CertAdvisor:

Insurance Policy Features

Cancellation Tracking Not Supported
Claims Tracking Supported
Policy Generation Not Supported
Policy Issuance Not Supported
Policy Processing Supported
Quotes / Estimates Not Supported
Rating Engine Not Supported
Reinstatement Tracking Not Supported
Reinsurance Administration Not Supported
Renewal Management Not Supported
Underwriting Management Not Supported
AgentSync:

Integrations

Docusign Supported
Salesforce Supported
Varicent Supported
Verified First Supported
CertAdvisor:

Integrations

Docusign Not Supported
Salesforce Not Supported
Varicent Not Supported
Verified First Not Supported
AgentSync:
Claim AgentSync and update features and information
Claim AgentSync and update features and information
CertAdvisor:
Claim CertAdvisor and update features and information
Claim CertAdvisor and update features and information