AgentSync FAQs

  • What types of businesses are AgentSync’s services best suited for?

    AgentSync builds modern insurance infrastructure that connects carriers, agencies, MGAs, and producers. AgentSync’s software improves the onboarding, contracting, licensing, appointing, and compliance processes for insurance producers and brokers across the property-casualty, life, health, and annuity insurance markets.

    AgentSync’s software is purpose-built to eliminate complexity in the producer management process and ease the pain of tracking and managing state regulations. By leveraging AgentSync’s technology, customers don't need to search for or track state changes, it's automatically reflected in their daily workflow. AgentSync can transform your business with their speed to onboard producers, modern technology solution and strategic automations, cloud-native infrastructure, easy integrations, unbeatable pricing, and unparalleled partnership.

  • How can AgentSync benefit clients?

    AgentSync builds modern insurance infrastructure that connects carriers, agencies, MGAs, and producers. AgentSync’s software improves the onboarding, contracting, licensing, appointing, and compliance processes for insurance producers and brokers across the property-casualty, life, health, and annuity insurance markets.

    In addition to having access to a Customer Success Manager and Customer Support, AgentSync customers have a wide variety of ways to learn the product. Below are some of the many ways to ensure you are getting the maximum value out of AgentSync’s solution, including monthly webinars, self-serve learning, the Change Agent Customer Community, and a help center. AgentSync Customers also receive virtual training specific to their use case based on their contract agreements.

  • What geographical regions does AgentSync serve?

    AgentSync supports insurance carriers, agencies, MGAs, and producers in the United States.

  • How/why is AgentSync different than those competitors or most others in their market?

    AgentSync’s software is purpose-built to eliminate complexity in the producer management process and ease the pain of tracking and managing state regulations. By leveraging AgentSync’s technology, customers don't need to search for or track state changes, it's automatically reflected in their daily workflow. AgentSync can transform your business with their speed to onboard producers, modern technology solution and strategic automations, cloud-native infrastructure, easy integrations, unbeatable pricing, and unparalleled partnership.

    AgentSync’s flagship product, Manage, is built on Salesforce and easily integrates with software offered on Salesforce AppExchange, including tools for e-signature and background checks.