Executive summary

Every year, Medicare’s annual enrollment period (AEP) places extraordinary pressure on insurance carriers, brokers, and producers alike. And for Salelytics—a business process outsourcing (BPO) partner stepping into the Medicare space for the first time in 2023—the stakes couldn’t have been higher. With growth targets looming and client expectations mounting, Salelytics found itself buried in a mountain of spreadsheets, struggling to track producer onboarding and licensing across dozens of states.

That’s when Salelytics turned to AgentSync Manage, which became the cornerstone of a complete transformation in how they approached producer management, compliance, and distribution channel management. What was once a spreadsheet-driven nightmare became a streamlined, high-performance operation that drove results and delighted Salelytics’ partners.

Download the full case study to see how AgentSync helped Salelytics achieve:

Streamlining AEP: Turning a time-crunch into a strategic advantage 

For carriers operating in the Medicare space, the AEP is both a goldmine and a bottleneck. Compressing the year’s biggest sales opportunity into just a few weeks means your operations have to fire on all cylinders. Salelytics’ first AEP involved onboarding 250 producers—manually. Their team of 20 scrambled through daily meetings and weekend shifts, managing progress through a massive spreadsheet just to stay afloat.

The problem wasn’t just scale; it was inefficiency. Tasks were duplicated, data lived in silos, and producers dropped off during onboarding due to avoidable friction. Salelytics needed a solution that could both move fast and stay compliant.

With AgentSync Manage, Salelytics compressed their average “ready-to-sell” timeline from five weeks to just 14 days. Better yet, their internal admin-to-producer ratio improved dramatically from 25:2 to an incredible 125:1. They didn’t just survive the next AEP, they crushed it, onboarding 300 producers with only four team members during peak season.

Empowering partners: Making everyone look like a rock star

Salelytics’ business depends on helping their partners succeed. When your value proposition is operational excellence, your tech stack can’t just work—it has to shine. That’s exactly what AgentSync helped them do.

Before AgentSync, Salelytics couldn’t offer carrier partners meaningful visibility into onboarding progress or producer readiness. Now, their clients can rely on accurate timelines, proactive alerts, and fewer licensing bottlenecks. Transforming their onboarding and distribution channel management processes has meant Salelytics isn’t just a vendor—they’re a strategic growth partner.

“We want our clients to look good, and that means scaling up while being very compliant.”

Chris Raebel, VP of Sales at Salelytics

AgentSync gave them the confidence to do just that—at scale, and under pressure.

Elevating the producer experience: Fast-track onboarding, zero compromises

In a competitive market, producer experience is everything. Long onboarding delays and compliance confusion can turn eager agents into lost opportunities. Salelytics knew that if they wanted to retain top talent and keep producers focused on selling—not on paperwork—they had to overhaul the entire process.

Enter AgentSync. With a single portal for producers, real-time updates, and system-driven workflows, producers could complete their onboarding efficiently and with confidence. More importantly, they were empowered to focus on training and certification rather than chasing paperwork.

“Agents are salespeople, they want to get in the game and sell products, and now we can offer them a quicker path to productivity.”

Chris Raebel, VP of Sales at Salelytics

That meant higher producer satisfaction, lower churn, and more value delivered to downstream clients.

Producers now enter with clarity and exit with credentials, fully licensed and ready to sell—all without the operational drag that once plagued the onboarding team. The “SWAT team” approach of the past has been replaced with strategic, outcome-driven producer management powered by automation and insights.

Make your next AEP your best AEP with AgentSync

AgentSync helped Salelytics evolve from a promising BPO into a lean, scalable powerhouse in the Medicare space. For enterprise carriers and strategic leaders, the message is clear: Your growth shouldn’t be bottlenecked by compliance complexity. With AgentSync Manage, you gain the agility, transparency, and automation needed to scale without sacrificing compliance, quality, or control.