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Case Study

Use Case: Producer Management for an MGU

With seamless integration with their Salesforce CRM, SageSure quickly automated the previously manual licensing process while unlocking a prospecting tool for sales & marketing.

Background

As America’s leading homeowners insurtech, SageSure is constantly looking for cutting edge technology to create efficiencies and allow them to scale their business. When the team learned about AgentSync at Salesforce’s annual Dreamforce conference, they knew this tool would help them streamline the process of producer licensing and compliance for the many producers they work with.


Results

AgentSync has helped SageSure automate the producer licensing process and ensure all partners remain compliant, while eliminating hours of tedious, manual work.

We work with thousands of producer partners across the country. One of our jobs is to make sure the producers we are partnering with are compliant. We were looking for something that was automated and a lot more efficient than the manual process we were doing. AgentSync completely fit the bill.

Rob Evans
Rob Evans
Agency Operations Manager

Challenges

Before Agentsync
  • Managing licensing was time-consuming and tedious.
  • The manual process of looking through state-by-state requirements and NIPR data line-by-line was inefficient.
  • Maintaining compliance required massive, clunky spreadsheets and constant checking and re-checking to avoid risk.

Solution

How Agentsync is being leveraged
  • Instantly increased efficiency by automating the process – as soon as a producer was onboarded in the system, all aspects of licensing were automated.
  • Daily alerts mean SageSure and its producer partner remain up-to-date and complaint on their licensing.
  • Direct integration with Salesforce allows SageSure’s CRM and AgentSync to work together, seamlessly.
  • A new tool for prospecting was unlocked by SageSure’s Sales & Marketing team to identify new business opportunities.
SageSure logo

SageSure is the leading homeowners insurtech organization in the U.S. measured by premium and profitability, offering more than 40 competitively priced insurance products on behalf of its carrier partners and serving over 350,000 policyholders. SageSure partners with a growing network of insurance agents and brokers in 14 coastal states.