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AgentSync
Contract Request
Service (CRS)
Streamline appointments with data and workflow automation
AgentSync CRS automates the contract request process for faster, simpler, error-proof onboarding and contracting for Life & Annuity Carriers.
Highlights
AgentSync CRS is a data-agnostic capability that retrieves contract request data directly from multiple sources, standardizing the data as it’s ingested. With CRS, compliance teams no longer need to decipher and double-enter data from various sources. The data is normalized and integrated directly into AgentSync Manage, minimizing manual effort, reducing errors, and accelerating producer onboarding.
Source agnostic data normalization
Experience seamless data integration from multiple trusted sources such as
DTCC LnA & SureLC
Improved workflow automation
Eliminate painful, time-consuming manual work to decipher complicated forms
Expedited producer onboarding
Instantaneous creation of producer profiles at the Carrier level
Improved visibility & communication
Enable carriers more visibility into distribution with improved collaboration
between teams and platforms
The result?
Enhanced operational efficiency and minimized revenue loss from not-in-good-order (NIGO) submissions and administrative bottlenecks. With AgentSync CRS, producers are ready-to-sell faster
“AgentSync’s agility was a big selling point for us. That, and the security and cloud-based nature we saw AgentSync had set it apart from others we were considering, especially from our technical stakeholder’s perspective.”
Jay Howard
Director of Compliance and Risk Management
Self-Service Onboarding Portal
The agent onboarding portal provides a seamless workflow and creates massive efficiencies for carriers, agencies, and MGAs.
Vastly improve your agent experience, enabling them to begin selling in minutes, not days.