One of the nation’s largest online insurance distributors serving Medicare, small businesses, and individuals and families, has seen significant growth over the past several years. With an increasing number of agents, they needed a solution that could ensure new agents were ready to assist customers as quickly as possible. Streamlining and speeding up processes through automation while maintaining compliance and increasing reporting were their key criteria.
AgentSync has improved the team’s workflow, meaning they can focus on areas that truly require their attention now that the manual workload and processes can be handled by AgentSync’s automated onboarding and licensing management features.
When we were looking to change producer management platforms, there were a couple features AgentSync had – flexibility with reporting, automated solution, cost-effectiveness. But really we were impressed with the user interface. It’s modern and sleek, plus we found it to be user-friendly and intuitive.
AgentSync is working with one of the nation’s largest online insurance distributors for the medicare market, small businesses, and individuals under 65 and their families. They assist consumers nationwide identify what health insurance plans are available to them in their area and help them determine which of those products will best meet their needs.