AgentSync References Capped?

Access even more references from these marketplace competitors

Work at
AgentSync?
Upgrade Profile
  • 4.7 / 5.0 (5980)
    Verified 351+ References
  • 4.7 / 5.0 (2556)
    Verified 66+ References
  • 4.7 / 5.0 (3515)
    Premium 175+ References

AgentSync

Verified
Read 26 AgentSync reviews and testimonials from customers, explore 21 case studies and customer success stories, and watch 1 customer videos to see why companies chose AgentSync as their Insurance Agency Management

AgentSync is where Producer Management & Compliance meet technology & automation. AgentSync is a powerful, easy-to-use Compliance as a Service solution, built 100% on Salesforce. They directly integrate regulatory database sources of truth (i.e. NIPR, FINRA) w/ core business systems (i.e. Salesforce) so they can automate the critical business processes associated w/ these compliance requirements. They’re a new-school solution tackling an age-old, ubiquitous problem with smart technology & automation in a market full of old-school, inefficient, high-cost solution options - spreadsheets, manual processes, legacy software, more headcount, outsourcing, etc.

Show more
Categories:
  • 26 Testimonials View
  • 21 Case Studies View
  • 1 Customer Videos View
Customer Rating Review Score based on 1289 reference ratings
4.8/5.0 (1289)

26Testimonials

  • “For anyone considering AgentSync, I’d say everything – from the number of things you can do in the platform to the support, to the dashboards and reporting capabilities, the ability …

    Insurtech Agency Compliance Manager

  • “Our leaders are visionaries, always planning beyond the present to prepare for a future of success. They recognize the importance of proactive measures to ensure long-term achievement.”

    Max Morelli Compliance Manager

  • "We work with thousands of producer partners across the country. One of our jobs is to make sure the producers we are partnering with are compliant. We were looking for …

    Rob Evans Agency Operations Manager
25 more testimonials currently locked

21 Case Studies

  • An Insurance Services Firm + AgentSync Manage

  • How producer appointments and other tasks went from two days to two …

    Jay Howard Director of Compliance and Risk Management

  • Jimcor Agencies - Customer Case Study

    Jim Mastowski President & Chief Information Officer
20 more case studies currently locked

1 Customer Videos

0 more videos currently locked

Additional AgentSync Information & Resources

Read AgentSync Reviews, Testimonials & Customer References from 26 real AgentSync customers.

Browse AgentSync Case Studies, Customer Success Stories, & Customer References from 21 businesses that use AgentSync.

Watch AgentSync Customer Videos to learn why 1 businesses chose AgentSync.

FeaturedCustomers has 1,911,840+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.