Audience

Insurance carriers, insurance agencies, and MGAs

About AgentSync

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.

Integrations

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Company Information

AgentSync
Founded: 2018
Denver, Colo.
agentsync.io

Videos and Screen Captures

Biographic info, licenses, and appointments automatically synced to NIPR

Biographic info, licenses, and appointments automatically synced to NIPR

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Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
Online

AgentSync Frequently Asked Questions

Q: What kinds of users and organization types does AgentSync work with?
Q: What languages does AgentSync support in their product?
Q: What kind of support options does AgentSync offer?
Q: What other applications or services does AgentSync integrate with?
Q: What type of training does AgentSync provide?
Q: What pricing for support is available for AgentSync?
Q: What pricing for training is available for AgentSync?

AgentSync Product Features

Commercial Insurance

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

Insurance Agency

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

P&C Insurance

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