AgentSync Terra

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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.
Terra:

About

Antiquated on-premise systems are a liability. Streamline your claims operations and improve efficiency with Terra's Automation, Integration, and Intelligence. Terra's products include Claims Management, Policy Management, Benchmark, and an Ancillary Services Marketplace. Manage risk with Automation, Cloud-Native, Integration, and Intelligence! Terra is a Cloud-Native Risk Management Information System for Property & Casualty Insurance.
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
Terra:

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
Terra:

Audience

Risk managers, TPAs, PEOs, self-insured
AgentSync:

Support

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

Support

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

API

Offers API Not Supported
Terra:

API

Offers API Not Supported
AgentSync:

Screenshots and Videos

Terra:

Screenshots and Videos

AgentSync:

Pricing

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

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
Terra:

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
Terra:

Training

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

Company Information

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

Company Information

Terra
United States
terra.insure/
AgentSync:

Alternatives

Terra:

Alternatives

A1 Tracker

A1 Tracker

A1 Enterprise
AgentSync:
InsureEdge

InsureEdge

Damco Solutions
4.2 out of 5 stars
Terra:
AgentSync:
BindHQ

BindHQ

5.0 out of 5 stars
Terra:
AgentSync:
DXC Assure

DXC Assure

DXC Technology
Terra:
Cloud Claims

Cloud Claims

APP Tech
AgentSync:
Terra:
AgentSync:

Categories

Terra:

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
Terra:

Insurance Agency Management Features

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

Claims Processing Features

Adjustor Management Not Supported
Case Management Supported
Claim Resolution Tracking Not Supported
Co-Pay & Deductible Tracking Not Supported
Compliance Management Supported
Customer Management Supported
Electronic Claims Supported
Forms Management Supported
Paper-Based Claims Supported
Payor Management Supported
Policy Administration Supported

Insurance Claims Management Features

Claims tracking Supported
CRM Supported
Customer portal Supported
Document management Supported
EDI data exchange integrations Supported
Electronic claims Supported
Fraud management Supported
Reporting Supported

Integrated Risk Management Features

Audit Management Not Supported
Compliance Management Not Supported
Dashboard Supported
Disaster Recovery Not Supported
Incident Management Supported
IT Risk Management Not Supported
Operational Risk Management Supported
Risk Assessment Supported
Safety Management Not Supported
Vendor Management Not Supported

Risk Management Features

Alerts/Notifications Not Supported
Auditing Supported
Business Process Control Not Supported
Compliance Management Not Supported
Corrective Actions (CAPA) Supported
Dashboard Not Supported
Exceptions Management Not Supported
Internal Controls Management Not Supported
IT Risk Management Not Supported
Legal Risk Management Not Supported
Mobile Access Not Supported
Operational Risk Management Not Supported
Predictive Analytics Not Supported
Reputation Risk Management Not Supported
Response Management Not Supported
Risk Assessment Supported
AgentSync:

Integrations

Salesforce Supported
Bottomline Digital Banking Not Supported
Docusign Supported
ImageRight Not Supported
Ledger Nano X Not Supported
Varicent Supported
Verified First Supported
Terra:

Integrations

Salesforce Supported
Bottomline Digital Banking Supported
Docusign Not Supported
ImageRight Supported
Ledger Nano X Supported
Varicent Not Supported
Verified First Not Supported
AgentSync:
Claim AgentSync and update features and information
Claim AgentSync and update features and information
Terra:
Claim Terra and update features and information
Claim Terra and update features and information