‘I’m looking forward to our first audit’ and Other Things You’ll Say with AgentSync Autopilot

“I’m looking forward to our first audit, as funny as it sounds. I can say that because we’re in such a good place with licensing compliance and have such confidence in the accuracy of our data now. When the auditors come calling for records, I can just say ‘Hey, we’ve got it all in this tool, so here you go.’ ”

Stephanie Davis, Paralegal, Omaha National Insurance Company

If you’ve never been excited by the idea of a compliance audit at your insurance organization, then you probably aren’t using AgentSync to manage your producer, adjuster, and broker-dealer license compliance. For AgentSync customer Omaha National Insurance Company (part of Omaha National Group), being this confident in their compliance status is a newfound pleasure. 

Even startups have tech struggles

As a self-described “startup,” Omaha National Insurance Company strives to be tech-forward and tech-enabled. But, as recently as three years ago, they were still managing producer and adjuster licenses and compliance in a paper binder. As the company grew to doing business across 36 states – with hopes to expand even further – the old way of managing producers and adjusters was falling short. 

The amount of time Stephanie Davis, a paralegal who manages Omaha National Insurance Company’s producer and adjuster compliance, was spending to keep everyone in good standing across so many states was daunting, so she went looking for a solution. Unfortunately, the first one she found made big promises but delivered subpar results. 

Instead of an entirely automated solution that took the work off her plate, the new system required Davis to enter each producer and adjuster’s information manually and then cross-reference a large internally maintained spreadsheet to verify accuracy. Not only was this a heavy lift at the start, Davis had to keep up with newly onboarded producers and adjusters on top of maintaining the accuracy of each existing record throughout the year – and across multiple states!

Should we build our own compliance software? 

Like many companies that fail to find what they’re looking for in the market, Omaha National Insurance Company contemplated creating  software to meet their needs in-house. After all, they were already technologically enabled, with a talented software engineering department. Plus, they’d already successfully built their own software for other purposes before. 

So, the software developers started working towards creating a bespoke solution to solve Davis’s pain points. But around the same time, Davis discovered AgentSync and started learning more. It was soon apparent that partnering with an existing solution would save Omaha National Insurance Company time and money, and help them see the ROI much more quickly, compared to building a completely new product themselves. 

The magic of AgentSync 

The magic of AgentSync is that I just need someone’s NPN and social security number, and it pulls everything else from NIPR, so it’s effortless and accurate at the same time.” 

Stephanie Davis, Paralegal, Omaha National Insurance Company

It might feel like magic, but really, it’s AgentSync’s modern, cloud-based technology that’s seamlessly integrated with the National Insurance Producer Registry (NIPR), along with other sources of truth for the insurance and financial services industries. 

With this powerful tech at her disposal, Davis and the rest of her compliance team have gotten hours back in their days, along with 100 percent confidence that the information they’re working with is up-to-the-day accurate. 

One more “magical” element Davis describes is the onboarding experience. Getting up and running with AgentSync Manage and the Autopilot service was easier than Davis imagined possible. Now that she’s been up and running for a while, she still speaks just as highly of the ongoing support she and her team receive. 

Read the full Omaha National Insurance success story here. 

Want to get excited about your next compliance audit?

If you’re ready to love compliance, and actually look forward to proving your 100 percent compliance status to your regulators, contact us today to see how partnering with AgentSync can make it happen.