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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.

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  • 26 Testimonials View
  • 21 Case Studies View
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Customer Rating Review Score based on 1345 reference ratings
4.8/5.0 (1345)

26Testimonials

  • “You can’t put a price on the peace of mind we get knowing that every adjuster is licensed where they need to be, without risk of human error.”

    Leading Insurance Services Firm Head of Adjuster Licensing

  • “We have some really big, audacious goals, and AgentSync partnered really well with us to use our existing Salesforce instance along with AgentSync to build and customize an enormous workflow …

  • “Great customer service is so rare these days and I’ve been repeatedly disappointed with vendors. But AgentSync really knocks it out of the park by always exceeding my expectations and …

    Lisa Ruzzi Surplus Lines Filing and Compliance Manager
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21 Case Studies

  • Reducing risk and creating operational efficiency by streamlining the licensing process helps …

    Daniela Lagoteta Legal and Compliance Analyst

  • Insurtech Agency - Customer Case Study

  • REIN chooses AgentSync AutoPilot to streamline licensing and producer management workflows

    Lisa Ruzzi Surplus Lines Filing and Compliance Manager
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1 Customer Videos

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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 1,985,094+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.