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.
Other Popular Alternatives & Related Software
tigerlab
tigerlab makes cloud-native, API-first insurance software. The tigerlab Broker Management System (BMS) runs insurance brokerages, and the tiger suite (formerly i2go) gives insurers, MGAs and embedded insurance providers their core systems.
The BMS keeps every client, policy, document and renewal in one record. It automates commission calculations, invoicing and reconciliation, runs compliance checks such as sanctions screening for each jurisdiction, and uses AI for document extraction and email summaries. It connects to BiPRO in Germany and EcoHub in Switzerland, and runs several countries and branches on one platform.
The tiger suite has four systems that run alone or together: Policy Management, Billing, Claims Management and Distribution Management.
tigerlab has SOC 2 Type II attestation and ISO 27001 certification, and supports GDPR and DORA. Both product lines deploy in the cloud or on-premises and connect through open APIs.
Book a demo at tigerlab.com!
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Jenesis Agency Management
Jenesis Agency Management System is web-based software designed to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency, and manage sales & retention. With the ability to access your agency from anywhere on any device, Jenesis is easy to use and affordable. Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. There are multiple packages to choose from depending on the needs of your agency. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.
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Verity
Verity by VRC Insurance Systems is an all-in-one policy administration system for property and casualty insurance markets. Designed to help meet the business needs of program administrators, managing general agents, and carriers, Verity helps streamline processes, and bridge the gap for the remote workforce. Core features include quoting, policy issuance, automated renewals, claims administration, ad hoc reporting, surplus lines, fiduciary accounting, agent/insured/carrier portals, task management, API access, third-party integrations, hosted and self-hosted solutions, and more. Additionally, VRC specializes in custom software development and onboarding services like training, data conversion, and system configuration that are all designed to make your transition as smooth as possible. Contact VRC today to schedule and introductory call and free demo.
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NextAgency for Health & Life Insurance
NextAgency is life and health insurance agency management software. Unlike insurance agency management systems built primarily for property and casualty agencies, NextAgency is designed for health insurance, employee benefits, Medicare, and life insurance agencies.
• Life and health insurance agency CRM for prospects, clients, policies, renewals, and relationships
• Marketing tools with email campaigns, drip marketing, and texts
• Automated insurance agency workflows
• Business analytics, dashboards, and reporting for agency performance and pipeline management
• Compliance and disclosure tools with e-signatures and required insurance documentation
• Optional insurance commission tracking with carrier statement imports, reconciliation, and sub-agent management
• Easy to customize for how your insurance agency works
• Top-rated support
• Free Android and iPhone apps
• Insurance agency software with transparent pricing, a 30-day free trial, and no long-term contract required
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Integrations
Company Information
AgentSync
Founded: 2018
Denver, Colo.
agentsync.io
Videos and Screen Captures
Biographic info, licenses, and appointments automatically synced to NIPR
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
Online
AgentSync Frequently Asked Questions
AgentSync Product Features
Commercial Insurance
Broker / Agent Portal
Supported
Document Management
Supported
Billing & Invoicing
Not Supported
Claims Management
Not Supported
Commission Management
Not Supported
Customer Portal
Not 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
Document Management
Supported
Life & Health
Supported
Property & Casualty
Supported
Claims Management
Not Supported
Commission Management
Not Supported
Contact Management
Not Supported
Insurance Rating
Not Supported
Policy Management
Not Supported
Quote Management
Not Supported
P&C Insurance
Broker / Agent Portal
Supported
Document Management
Supported
Billing & Invoicing
Not Supported
Claims Management
Not Supported
Commission Management
Not Supported
Customer Portal
Not 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
