AgentSync Excellarate

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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.
Excellarate:

About

Harness the power of data and technology to chart a path to the future. Efficient, secure, compliant, and scalable frameworks that cover end-to-end processes and services to support your institution’s performance and impact. Leverage cutting edge digital technologies to redefine customer engagement and improve operational efficiencies. Cutting-edge technology and deep domain expertise that help you get to market faster and accrue value sooner. Our solutions and frameworks are lightweight and user-friendly. They seamlessly fit into your processes, reduce errors with automation and increase performance. Agile DNA. Expertise and experience across cutting-edge technologies that supercharge your digital transformation efforts. Good things happen when a company prioritizes innovation and digital transformation in its business strategy. Cutting-edge technology, business and digital transformation frameworks and deep domain expertise in HealthTech, InsurTech, and FinTech.
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
Excellarate:

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
Excellarate:

Audience

Insurance agencies and companies in need of a solution to improve their insurance operations and services
AgentSync:

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
AgentSync:

API

Offers API Not Supported
Excellarate:

API

Offers API Not Supported
AgentSync:

Screenshots and Videos

Excellarate:

Screenshots and Videos

AgentSync:

Pricing

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

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
Excellarate:

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
Excellarate:

Training

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

Company Information

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

Company Information

Excellarate
United States
www.excellarate.com
AgentSync:

Alternatives

Excellarate:

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AgentSync:
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Excellarate:
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Excellarate:
AgentSync:
DXC Assure

DXC Assure

DXC Technology
Excellarate:
AgentSync:
Excellarate:
AgentSync:

Categories

Excellarate:

Categories

AgentSync:

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

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

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
Excellarate:

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Not Supported
Contact Management Not Supported
Document Management Not Supported
Insurance Rating Not Supported
Life & Health Supported
Policy Management Not Supported
Property & Casualty Supported
Quote Management Not Supported
AgentSync:

Integrations

Docusign Supported
Salesforce Supported
Varicent Supported
Verified First Supported
Excellarate:

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
Excellarate:
Claim Excellarate and update features and information
Claim Excellarate and update features and information