How Tokio Marine Highland Leveled Up Their Distribution Channel Management Workflows with AgentSync Manage

Manual producer onboarding and compliance management was hindering the overall speed and efficiency of Tokio Marine Highland’s distribution channel management workflows. Looking to level up their processes, the property and casualty agency began searching for a technology partner who could eliminate manual data entry from their processes and help them build more scalable workflows for future growth. 

The search ultimately led them to AgentSync’s flagship solution: Manage. With AgentSync Manage, the team at Tokio Marine Highland transformed the agency’s producer onboarding from a time-consuming, highly manual process to an efficient, easily scalable, and overall seamless experience. 

Download Tokio Marine Highland’s full success story.

Keeping up with industry complexity

The insurance industry is complex by nature. Mixing constantly changing state-by-state regulations and complex distribution channel management requirements with outdated legacy software and manual solutions is ripe for dysfunction. The silos and speedbumps make it difficult, if not impossible, to scale operations without increasing overhead costs or reducing overall efficiencies. 

It didn’t take long for the team at Tokio Marine Highland to realize that, as they grew, aspects of their current distribution channel management processes—which relied heavily on spreadsheets and folders—were holding them back from reaching their full potential. At this point, it was clear that, for continued success, they needed to establish more scalable processes sooner rather than later. 

“We were looking for compliance technology to meet our organization’s needs. At the time, we had a very manual process—spreadsheets and folders—and it just wasn’t sustainable for what we were looking to do going forward.” 

Aaron Allen, Legal and Compliance Manager

Read the full case study.

A product backed by experts

As the Tokio Marine Highland team began their search, one aspect of AgentSync’s solution really stood out. AgentSync’s products are built and supported by experts with a deep understanding of the insurance industry and its complexities, distribution channel management workflow requirements, and the pitfalls of legacy solutions. Each feature of Manage is strategically and intentionally designed to eliminate frictions from historically time-consuming and manual workflows like the ones Tokio Marine Highland was looking to solve for. 

Plus, AgentSync Manage is built on Salesforce, making it user-friendly and highly configurable. The sleek interface paired with exemplary customer service meant a smooth transition for Tokio Marine Highland, and the team started realizing the value of their investment immediately.

“AgentSync had all the features we needed fully implemented and integrated already. We didn’t have to wait for a phase two, which is a common response we received from a lot of vendors.”

Aaron Allen, Legal and Compliance Manager

AgentSync Manage – Real results for long-term success

With AgentSync Manage, Tokio Marine Highland was able to eliminate repeat data entry and outdated manual processes from their workflows for good to offer a more seamless and efficient onboarding experience to their producers. And best of all, the efficiency created means the team now benefits from a much more scalable system that can support their growth for years to come. To learn more about Tokio Marine Highland’s transformation with AgentSync Manage, download the case study. And to learn more about how AgentSync might help you, schedule a demo.