+
+

Related Products

  • Macaw AMS
    8 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • Creatio
    570 Ratings
    Visit Website
  • Phonexa
    238 Ratings
    Visit Website
  • DialerAI
    5 Ratings
    Visit Website
  • MeridianLink Opening
    72 Ratings
    Visit Website
  • EZO AssetSonar
    114 Ratings
    Visit Website
  • cside
    37 Ratings
    Visit Website
  • Nalpeiron Zentitle
    30 Ratings
    Visit Website
  • CredentialingSpectrum
    5 Ratings
    Visit Website

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.

About

Our user friendly platform is designed to make it easy to learn for all users. Security features allow you to designate which staff can view accounts. Insurital's commercial management system allows you to create customized applications and coverage packages to fit any line of business. Our professional documentation system follows an industry-standard format that will improve your relationships with underwriters and insureds alike. Insurital's consistent documentation reduces the chance of staff errors. Our software allows you to offer insured's optional limits and coverages to your insureds to reduce your brokerage's E&O exposure. Generate 8 different types of Documents in a few clicks. Applications and Submissions. Proposals and Certificates. Insurance Confirmation and Policy Declaration. Loss Notice and Statement of Values.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance carriers, insurance agencies, and MGAs

Audience

Companies searching for a solution to manage and improve their operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$249.00/month
Free Version
Free Trial

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

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AgentSync
Founded: 2018
Denver, Colo.
agentsync.io

Company Information

Insurital
Founded: 2014
Canada
insurital.com

Alternatives

InsureEdge

InsureEdge

Damco Solutions

Alternatives

DXC Assure

DXC Assure

DXC Technology

Categories

Categories

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Commercial Insurance Features

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

P&C Insurance Features

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integrations

Docusign
Salesforce
Varicent
Verified First

Integrations

Docusign
Salesforce
Varicent
Verified First
Claim AgentSync and update features and information
Claim AgentSync and update features and information
Claim Insurital and update features and information
Claim Insurital and update features and information