Producer Onboarding in Just a Few Clicks: The New Reality for Veterans United Insurance

Imagine being able to onboard a new insurance agent and have them ready to sell in all 50 states with just a few clicks. Ambitious? Impossible? Or reality? It depends on who you ask, but for Veterans United Insurance it’s not hypothetical: It’s life after partnering with AgentSync to automate producer onboarding.  

Read Veterans United Insurance’s full success story.

Veterans United Insurance, an online insurance agency dedicated to serving U.S. military service members and veterans, has undergone rapid growth in the last few years. As it expanded its producer force, the inefficiency and time-consuming nature of the agency’s manual compliance processes became more and more apparent. 

Getting each new producer up and running in all 50 states plus the District of Columbia would take several hours of manual effort involving spreadsheets, websites, and printed copies of each producer’s license for each state. When you multiply this time commitment by over a hundred producers, it becomes apparent why Matt Brockmeier, Business Development Specialist at Veterans United Insurance found his current methods unsustainable. 

The search for a modern solution lead to AgentSync

The quest for efficiency led Brockmeier to evaluate several insurance technology solutions, but many fell short of Veterans United Insurance’s standards. The agency sought a solution that not only resonated with their tech-driven ethos but also demonstrated deep insurance industry expertise.

When Brockmeier came across AgentSync he knew it was different, which led him to push for its adoption. Once they were up and running, it didn’t take long for Brockmeier and the entire agency to start seeing the benefits. The newfound ability to manage each producer’s license compliance across all states in real-time was a game-changer that transformed days and weeks of work into just a few minutes. For Brockmeier, who’s single-handedly tasked with managing over a hundred agents and their compliance across 50 states, the difference AgentSync makes to his daily life can’t be overstated. 

“Every morning, I pull up AgentSync and check our dashboard. It shows me what percentage of our agents are in compliance right now and also who’s still waiting on a particular license, so I can focus on the ones that need my attention. It’s great to have a big picture idea each day exactly what I’m dealing with.” 

Matt Brockmeier, Business Development Specialist at Veterans United Insurance

Making life better for agents

Internal compliance teams aren’t the only ones struggling with how slow and manual producer onboarding can be. For the more than 100 agents working with Veterans United Insurance, joining the team went from a chore to a breeze. With a self-service portal, each agent can enter their own information and keep tabs on where their state licenses stand. It’s no longer a black hole of information, and agents can fix any issues with their license applications in specific states quickly because they have full transparency into what’s going on. 

Saving money and gaining peace of mind

Thinking about the financial investment in AgentSync’s Manage solution, Veterans United Insurance has no regrets. The peace of mind Brockmeier and the entire agency have in their producer compliance is priceless to them, but they know it’s not “priceless” to the states they deal with. If the agency were caught in a compliance pickle, the dollar amount of one (or many) state’s fines could easily exceed their annual cost of AgentSync. 

When you add in the number of hours internal staff and producers save by managing all licenses through AgentSync, the dollar savings keep adding up. Not to mention, reducing the chances of losing producers before they make any sales due to lengthy and cumbersome onboarding.   

Transform your producer onboarding experience for everyone who touches it

If any of this sounds familiar, the good news is that the solution is simpler and more cost-effective than you think. Want more proof? Read Veterans United Insurance’s full success story here.  
Ready to learn how AgentSync can turn your insurance carrier’s producer onboarding and compliance woes into your very own success story? Get in touch with us today!