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What We Do

Built on the Salesforce platform, AgentSync automatically enforces state producer licensing and appointment regulatory requirements. The system is always up-to-date through its integration to the National Insurance Producer Registry (NIPR).

Insanely easy setup

Get set up in a week—no joke. It's as easy installing an app on your phone. Once the app is installed in Salesforce, get started by simply entering NPNs to sync. All producer info is automatically synchronized with NIPR daily to ensure around-the-clock accuracy.

Powered by NIPR

AgentSync has deep partnerships with NIPR to provide a direct, two-way integration to the source of truth for state insurance licensing and appointments. Apply for or submit licenses and appointments in bulk directly from AgentSync.

Compliance for humans

Navigating ever-changing state producer compliance requirements across states can be incredibly complex. AgentSync normalizes state credentials and stays up to date with changes as they occur for easy administration.

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Features

Real-time

NIPR integration and daily synchronization.

Unparalleled visibility

into your compliance health, distribution channel, and state fees.

World-class data security & privacy

with insanely easy setup and simple, transparent pricing.

Seamless producer onboarding

with automated agent data collection and compliance credential verification & submission.

Producer compliance scorecards

automatically generated and updated in real time.

NIPR bulk processing

for licensing, appointments, and terminations.

Read all our reviews on the AppExchange:

5.0

Average Rating

Outstanding Producer Licensing App!

Shawn Oliver ยท (5.0)