9 Common Misconceptions About AgentSync

As we increase the conversations we have in and around the industry, and as we earn a reputation for our modern insurance infrastructure, it’s inevitable that rumors or misconceptions about who we are and what we do spread.

It’s always an interesting experience to walk on the floor at an event and hear from others that they’ve heard we can’t do X or we struggle with Y or Z. Surely, we’re not the only ones who run into this, but in the interest of clearing up some of the misunderstandings, we’ve pulled together the top misconceptions we’ve heard about ourselves, and tried to address them head on.

1. AgentSync is high on tech, but low on compliance

Falsehood has to flirt with truth to be believable. With the abundance of insurance technology companies that take a high-tech, low-insurance approach to their craft, we understand why this (mistaken!) assumption has traction.

The facts: AgentSync was founded by Jenn Knight, who has a robust programming background, and Niranjan “Niji” Sabharwal, who had wrangled with producer licensing for years. Together, the two of them built a producer licensing solution that would automate compliance and have intuitive, user-friendly functionality.

AgentSync isn’t a tech company that saw insurance as its next market. It’s insurance-native. We’re insurance nerds as much as we are technology nerds. We want people to stay in compliance, not by making those compliance standards lower but by making them easier to attain via tech automations. White-knuckled compliance, as you might imagine, isn’t great compliance. 

2. AgentSync is built on Salesforce and can’t work with non-Salesforce CRM users

Again, the background of this objection is true: The backbone of AgentSync’s skeleton is Salesforce. But, like an app you can download for various kinds of phones, AgentSync can exist as a standalone product even if you don’t have Salesforce. And it can integrate with client relationship management tools (and a good many other tools) that aren’t Salesforce.

Many AgentSync customers aren’t Salesforce customers – instead, they use AgentSync to integrate with other upstream and downstream systems and workflows. AgentSync was built to solve compliance infrastructure in the insurance industry. Our Salesforce backbone has let us build a flexible and low-code solution to do just that, without limiting us to a single architectural ecosystem.

3. AgentSync is too young 

We’re young, it’s true. But AgentSync was built by industry veterans who looked around and were dismayed by the existing available solutions. Using features like automations, integrations, and APIs for easy data access didn’t appear to be high on other softwares’ list of priorities when we got started.

Four years later, things are changing. We’ve contributed by making the bar a little higher and pushing insurance infrastructure to place a higher emphasis on being user friendly, cloud native, and accessible. Instead of spending years or even decades needing to rebuild neglected legacy systems, we have been able to future-proof our tech from Day One by using APIs and flexible low-code and no-code options. 

So sure, we’re young in an industry that counts time in decades and centuries. But the lightbulb once debuted in a world lit only by fire.

4. AgentSync’s leadership is responsible for the insurance cautionary tale at Zenefits

Members of our leadership team – including our co-founder Niji Sabharwal – were employed at Zenefits, this is true. But, as we’ve covered before, Niji was responsible for bringing the company into compliance with state departments of insurance. Stressful? Sure. But his experience turning the proverbial ship of producer licensing around is part of AgentSync’s origin story.

It was precisely Niji’s experience of bringing the Zenefits insurance sales team into compliance that led him to build AgentSync – his gut said compliance shouldn’t be negotiable or cumbersome, it should be built-in and automatic. 

5. AgentSync doesn’t have a robust future roadmap

Unfortunately, we can’t publicly announce our development roadmap. But this one’s laughable for those of us working under the umbrella of AgentSync and its future products, and doubly so when you see the positions we’re hiring for. 

We’re committed to building modern insurance infrastructure. The kind that connects the industry. The kind that makes compliance automatic, a background foundation of everything you do. 

Not only do our customers get some inside scoop on our product roadmap, but they’re in the position of informing it. We can’t tell you what’s on the AgentSync product roadmap, but we can tell you it’s continually developing based on input from actual users and based on solving real pain in the industry.

6. AgentSync isn’t a true partner

This one’s not so much a misconception as an outright fibberooni. Many of our customers are happy to detail the ways that AgentSync works alongside them to document processes, point out room for improvement, and grow together.

Part of why we built our product on a Salesforce foundation is to be low-code, so we can make changes, develop new tools, and implement bespoke solutions quickly. Another factor is to ensure that we have easy integrations with other products, so our users can link their compliance into their commissions payment systems, their client relationship management systems, their background checks, and their contracting solutions.

With a Customer Success team that is rabidly dedicated to ensuring we’re in lockstep with our partners, we’re building the foundations of the next generation of insurance’s digital infrastructure.

7. AgentSync doesn’t have a lot of internal industry and compliance knowledge 

Maybe it’s not enough for people that we started with a both/and approach to compliance technology. Maybe it’s not enough that our first hire was a long-time compliance advocate and industry veteran. Maybe it’s not enough that many current employees left their work in the insurance industry to join us because of our compelling vision that compliance could be easier, could connect people, could be automatic.

But we think that is enough. Building an effective set of compliance solutions isn’t easy, it isn’t fast – it absolutely requires both tech expertise and an appreciation for the nuance of insurance regulation. It’s why we pair solutions like AgentSync Manage with the AgentSync Compliance Library, a free and public collection of state regulations that can help even a novice team level up its knowledge.

We’re working to help some of the fastest growing insurance businesses scale fast while staying compliant. And our talent pool – from the start, and still today – is made up of employees whose backgrounds are insurance heavy. 

8. AgentSync doesn’t have a managed service

We do, actually. AgentSync Autopilot is one of our solutions – if you’re interested in seeing what we can do to tackle producer compliance on your behalf, find out more!

9. AgentSync is too amazing

I mean, is there really such a thing as too good? Reality check: Compliance across 50 states isn’t easy. But the carriers, MGAs/MGUs, and agencies we work with have been able to scale, growing producer headcount several times over without selling out of license. They’ve been able to onboard producers in hours or days, not weeks or months. 

We’re on a mission to show that compliance doesn’t have to stand in the way of growth. In fact, we believe compliance can help power your growth. 

If you’re ready to stop doing compliance the hard way, if you have more questions, or if you want a person-to-person discussion of who we are and what we do, book a demo or talk to our team at AgentSync today.