The first and only producer management app built on Salesforce®
AgentSync is an application built on Salesforce.com to manage your producer channel & automatically enforce state producer licensing & appointment regulatory requirements via integration to the National Insurance Producer Registry (NIPR) - Minimize your producer management costs and prevent regulatory violations before they occur by letting technology do the heavy lifting.
Insanely easy setup
Get fully setup in minutes - no joke. It's as easy installing an app on your iphone, once the app is installed in Salesforce get started by simply entering NPNs to sync. Producer info is automatically kept up to date.
Powered by NIPR
AgentSync partners with NIPR, the National Insurance Producer Registry, to provide a direct integration to the source of truth for state insurance licensing & appointments.
Compliance for humans
Navigating state producer compliance requirements across multiple states can be incredibly complex as defintions vary by state. AgentSync normalizes state credentials for easy administration.
Producer tracking with advanced reporting
Track pertinent information for all of your producers & brokers in one place: Agent & Agency firmographic info, contact info, state licenses, lines of authority, carrier appointments, even enforcement actions against agent or agency. Gain valuable insight into share of wallet across your distribution channel. Automated compliance analysis allow you to quickly zero in on any missing credentials and action the insight. Credentials are always current and up to date via integration to NIPR.
Submit Directly to NIPR - No Transaction Fees!
License, appoint or terminate producers directly with the state as it makes sense for your process & workflow with three options: One-click upon internal review, Automated upon producer application approval, or Automated 'Just in Time' upon submission of first piece of business for states that allow it. Save on renewal fees by automatically terminating inactive producers.
Real-time compliance enforcement
Rest easy knowing that all your producers have the proper licenses, lines of authority and appointments to transact in their states. Optional controls allow custom credential verification when and where it makes sense for your business process - Prevent regulatory violations before they occur.
AgentSync is a critical component of Centene's agent compliance program. Keeping track of licenses
& appointments for 50 states with the number of agents we have is no simple task - AgentSync is incredibly easy to use and gives
us confidence that all of our agents are properly credentialed to transact insurance business with our customers. We have been working
with them since mid-2018, it has been a very smooth transition for us. It has been a true collaboration between Centene & the AgentSync team.
- Jeff Rashoff, Sr Director Sales Systems - Centene
Managing insurance licensing is an incredibly important part of our business. AgentSync gives us the ability to know we're compliant
without having to worry about tracking things in spreadsheets which frequently become out of date. With AgentSync it lives in Salesforce where
every producer has access to their own info. It's updated in real time which gives me the peace of mind to run the business as our DLRP.
- Matt Plank, VP of Sales - Rippling
Regulatory actions taken against producers last year
Total regulatory action fine amounts in US Dollars last year
Increase in total fines vs previous year
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