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AgentSync Manage


AgentSync Manage enables insurance carriers, agencies, and MGAs to eliminate complexity and reduce costs in producer management workflows.

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Highlights

AgentSync’s insurance producer management software empowers your business to seamlessly navigate state compliance nuances and drive efficiencies in producer workflows through:

Quick onboarding, licensing, appointments, and terminations

Easily check and take action on producer status and requirements throughout the producer lifecycle. Whether your organization is growing or optimizing its distribution channels or managing seasonal volume fluctuations, you’ll get your producers ready to sell faster than ever with Manage.

Distribution channel management

Consolidate distribution partner data to view the most up-to-date information on contact details, license status, appointments, and regulatory actions. With Manage, take the guesswork and data cleanup out of distribution channel management.

Intuitive efficiency

Manage eliminates compliance-related complexity in distribution channel management processes for leading insurers. Automate manual steps, break down silos, and retire those spreadsheets, freeing your team to focus on company goals.

Unparalleled partnership

Our team of industry experts are your partners in producer management and compliance. Have a question about a state regulatory change or producer licensing requirements? Reach out to our team and you can count on a response in hours, not days.

Enhanced variable lines support

Variable insurance support that unifies FINRA and NIPR data into a single profile, providing a consolidated view of brokers for informed decision-making, accelerated onboarding, and compliance.

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AgentSync ProducerSync API

ProducerSync API is a REST API that provides access to more than 200 data points, including producer licensing, carrier appointments, and adjuster licensing.

This means faster speed-to-revenue, more efficient compliance teams, lower business risk, and better-informed business decisions.

AgentSync AutoPilot

Are you growing and not sure that your team has the resources and compliance know-how to scale at the pace you need?

AgentSync AutoPilot was built for you. Our experts now offer a hands-off compliance service tailored to your specific needs so that you can focus on what you do best: growing your business.

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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.