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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.
“Compliance departments can often be a blocker to the business if they can’t operate at the same speed as the rest of the organization. With AgentSync, my team is more …
"Onboarding with AgentSync was seamless. They gave me a whole team, including a project manager who handled everything. I felt like a queen! I didn’t even have to take notes …
“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 …
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