M3 Insurance + AgentSync Manage 

M3 Insurance, a Wisconsin-based insurance agency, partnered with AgentSync in 2020 to modernize its producer licensing processes and gain better control over compliance processes. By implementing AgentSync’s solutions, M3 Insurance has transformed from having limited visibility into its licensing processes to maintaining complete control while nearly tripling their number of licensed producers.

In the years since M3 Insurance went live with AgentSync, the agency has:

• Grown from 125 to approximately 350 licensed producers without expanding the licenses team of two
• Successfully managed rapid growth, including adding 100 new agents in a single year, with no fear of compliance lapses
• Created a superior producer onboarding experience that impresses new agents
• Gained full visibility into, and control of, their producer licensing 
• Saved substantial money each year by eliminating unnecessary producer licenses

“If someone was thinking about AgentSync, I’d just say ‘go for it!’ There’s nothing to be afraid of and there’s no reason not to. It saves a lot of time especially when you’re growing like we are.”

Kim Lockwood, Carrier Relations Coordinator

From black box to full control 

Before AgentSync, M3 Insurance wasn’t doing all of its producer licensing manually, but that doesn’t mean compliance was real-time, automated, or transparent. Even with a compliance solution in place, Kim Lockwood, M3 Insurance’s Carrier Relations Coordinator who manages licenses for the agency’s P&C agents, spent too much time and energy wondering about producers’ licensing statuses. 

Lockwood recalls that she could just send a request off to the vendor for a license. But instead of knowing where things stood in real-time (including any problems that might arise), it was like sending a request into a black box that’d require follow ups and checking for herself to see if her request was taken care of. 

“Our previous vendor did most of the licensing work for us, but the downside of that was that it was like a black box. We didn’t have any visibility into what was actually happening, or where things stood. AgentSync gives us complete control and transparency, and that gives me a lot more peace of mind.”

Kim Lockwood, Carrier Relations Coordinator

That all changed when M3 Insurance got AgentSync in 2020. Whereas “done for you” might sound good in theory, AgentSync put Lockwood and M3 Insurance back in the driver’s seat with full visibility into, and control over, their own producer licensing. This newfound ability brought along benefits such as increased peace of mind, quicker speed to get producers ready to sell, and even cost savings as Lockwood was able to identify producers with licenses they didn’t need and keep them from being paid for at renewal. 

Because AgentSync is so user friendly and intuitive, Lockwood was able to reap these benefits without losing any time to a software learning curve or adding any manual effort into her day. On the contrary, Lockwood and her other licensing counterpart at M3 Insurance were able to do more than ever before – including onboarding hundreds of new agents. 

Growth without the growing pains 

When Lockwood started at M3 Insurance, the agency had around 125 licensed producers. That was manageable with their existing processes, but as M3 began to expand, the limitations of their old way of doing things were becoming a serious obstacle to growth.

Instead, with AgentSync in place, M3 Insurance has nearly tripled its number of licensed producers without having to add more staff to manage their licensing and appointments. The agency now maintains approximately 350 licensed producers, and even managed to smoothly onboard 100 new agents in a single year – a feat that would have been impossible with their previous system.

“Before getting AgentSync, we had roughly 125 licensees and it was manageable using the system we had at the time. As we began to grow more and more, it wouldn’t have been doable without AgentSync. We’re up to around 350 licensees today and we had a point where we added 100 agents in a single year. And we manage all that growth with just me on the P&C side and another person on the Employee Benefits side. And licensing isn’t even the only thing we do!”

Kim Lockwood, Carrier Relations Coordinator

This dramatic growth in licensed producers hasn’t led to a corresponding explosion in Lockwood’s workload because AgentSync automates every aspect of getting and keeping producers licensed. Today, M3 Insurance’s licensing team can verify producer compliance status in real-time, whenever they need to. This capability has been crucial to managing their expanded producer force while maintaining strict compliance standards.

Winning on producer onboarding

“Most of the producers who join M3 Insurance are used to doing everything themselves, so having AgentSync, along with the work I do, impresses them and we get a lot of positive feedback. 95 percent of them are not used to the level of service we provide and they can’t believe we do it all for them.”

Kim Lockwood, Carrier Relations Coordinator

When producers join M3 Insurance, whether through recruitment or acquisition, many of them are used to managing their own licensing, appointments, renewal, CE, and everything else involved with staying compliant. The level of service and support they receive at M3 Insurance, powered by Lockwood and using AgentSync, often comes as a welcome surprise. 

On top of the “done for you” level of service Lockwood and her team can provide to producers, there’s the advantage of how quickly new producers can be ready to sell. Unlike fully manual processes, or even a world where Lockwood would have to send emails back and forth to a vendor and keep checking up on a producer’s status, Lockwood can initiate licenses with just a few clicks and see immediately when they’re in place. This speed-to-selling capability is particularly valuable when M3 Insurance acquires other agencies and needs to get large groups of producers up and running quickly.

This producer-first approach has become a significant differentiator for M3 Insurance, helping the agency retain its existing producers and attract new talent. The combination of AgentSync’s technology and M3 Insurance’s commitment to service means producers can focus on selling, not worrying about maintaining their licenses. 

Technology that puts you in control

“I’m not a real techie person, so one of my biggest fears was how long it would take me to learn a new system. But it was incredibly easy from the start. There wasn’t really a learning curve.”

Kim Lockwood, Carrier Relations Coordinator

When M3 Insurance first decided to switch to AgentSync, Lockwood had concerns about whether the new system would be difficult to learn or require extensive training. After all, their previous vendor had handled most of the work – albeit with no visibility on Lockwood’s part. But those fears quickly disappeared once she started using AgentSync.

​​The platform’s intuitive interface means Lockwood can manage hundreds of producer licenses with confidence. Instead of wondering whether a renewal request made it through or if a license is active, she can see everything with up-to-the-day accuracy on the Producer Scorecard. Plus, she can take action immediately when needed, without having to send requests to a vendor and wait for confirmation.

This combination of visibility and ease of use means Lockwood can verify a producer’s licenses each time they submit an application – something that would have been impractical, if not impossible, with their previous system. The automation ensures compliance without creating additional work, letting Lockwood and her team focus on providing the superior level of service that M3 Insurance’s producers have come to expect.

When I click ‘renew’ in AgentSync, I know it’s done and I can forget about it. It’s just that easy. The system just works.”

Kim Lockwood, Carrier Relations Coordinator

How AgentSync helps M3 Insurance

• Enables a two-person team to manage licensing and appointments for 350+ producers while handling other responsibilities
• Provides complete visibility into every producer’s license status, eliminating compliance uncertainty
• Delivers a superior producer experience that has become a differentiator in recruiting and retention
• Supports rapid growth without adding staff, including the successful onboarding of 100 new producers in a single year
• Automates license verification for every policy application, ensuring continuous compliance without manual effort
• Streamlines the integration of acquired agencies with a quick, reliable producer onboarding process
• Saves money each year by eliminating the cost of unnecessary licenses