Executive summary

As a multi-branch and multi-line insurance agency, INSURICA faced increasing operational complexity fueled by decades of growth and mergers. The organization had reached $200 million in business, but needed to reduce risk, unify licensing and compliance operations, and get visibility into its distributed workforce.

With AgentSync, INSURICA modernized its producer management to achieve a license lapse rate of zero, slash administrative overhead, and lay the groundwork for seamless acquisitions and future scalability. Processes that once required dozens of tools and manual processes is now streamlined and reportable with AgentSync’s centralized, intelligent compliance platform.

Executive leaders at growing insurance agencies can take note that INSURICA’s success proves operational efficiency, risk reduction, and business intelligence don’t have to be trade-offs.

By consolidating operations onto AgentSync Manage, INSURICA was able to:

• Onboard 100 percent of producers to a single platform within months
• Improve their producer-to-admin ratio significantly
• Eliminate license lapses entirely
• Drastically reduce license printing costs
• Streamline licensing workflows across multiple states and lines of authority

Centralizing data and automation for risk reduction at scale

INSURICA leadership understood sustainable growth demanded more than what their legacy tools delivered. With each branch acting like an independent insurance agency, the business struggled with transparency and risk mitigation. After all, how can you manage what you can’t measure?

“We’re transacting in all states, and with today’s remote workforce, it’s about being able to move quickly. Seeing issues and resolving them quickly—within 24 hours!—I can transact on a new person for license renewals and license applications.”

Katie Meyer, Licensing and Compliance Specialist, INSURICA

Today, all licensing and compliance for more than 600 producers falls to a single person, made possible by AgentSync’s contextualized data and automated workflows. Producers can now self-serve for basic tasks like address updates or checking their license status, which frees up more headcount across the entire INSURICA business for strategic oversight and business growth.

Speedy implementation for speedier growth

Implementation took only three months, and INSURICA saw a near-immediate return on investment (ROI) through reduced manual processes and a transformational level of transparency. Even historically time-consuming processes like onboarding and renewals got a significant glow-up.

“Gathering information was much more of a manual process and we’d email back and forth to collect documents. Now, they can update changes for themselves, and producers like being able to see all their licensing information in one place.”

Katie Meyer, Licensing and Compliance Specialist, INSURICA

Using an integration of AgentSync Manage with their HR process, INSURICA can onboard licensed new hires within 24 hours without a manual follow-up.

This is an ROI that compounds as this high-acquisition agency continues to grow. From an insurance sales incubator program to onboarding acquired agency producers, INSURICA now has the infrastructural power to tackle its ambitious roadmap.

Proactive business intelligence for a growth-oriented map

Executive teams aren’t just looking for compliance, they want operations that deliver visibility and real business intelligence. With AgentSync, INSURICA now can report on producer data across all business entities and lines of authority, giving leadership the tools to analyze redundancy, identify gaps, and make data-driven decisions.

“We can confidently onboard more acquisitions than ever, providing them with state-of-the-art licensing and compliance services. If we didn’t lay this foundation in 2024, we’d have been behind the curve. But now we can confidently say we’re reducing complexity. We are more innovative because we have this visibility into compliance. We’re excited for the future.”

Kevin Wellfare, VP of Agency Development, INSURICA

The previous patchwork of spreadsheets, internal knowledge, and sometimes a do-it-yourself effort for insurance producers has become a scalable, repeatable, reportable system that de-risks the business and poises INSURICA to grow.

Future-proofing agency operations with AgentSync

For insurance agencies navigating complex licensing across multiple states, lines, and entities, AgentSync can help. Simplify your compliance, reduce risk, and unlock scalable growth with a platform built for insurance, by insurance experts.