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REIN + AgentSync AutoPilot
REIN chooses AgentSync AutoPilot to streamline licensing and producer management workflows.
Lisa Ruzzi,
Surplus Lines Filing & Compliance Manager
The REIN Story
REIN is an insurance technology company specializing in the embedded insurance landscape. Using data-backed insurance programs to level the playing field for innovative businesses, REIN eliminates complexities in finding and obtaining digital insurance programs for emerging risk products.
In handling filings and regulatory updates for REIN, Lisa Ruzzi, Surplus Lines Filing & Compliance Manager, identified an opportunity to bring in a compliance partner to take on the majority of the day-to-day producer licensing management so she could focus on other strategic tasks.
“Renewing licenses isn’t rocket science but it is extremely time consuming. It took so much time out of my regular day-to-day that we needed to find a solution to move some of the work off my plate and alleviate that pain.”
Lisa Ruzzi, Surplus Lines Filing & Compliance Manager
When it comes to regulatory compliance, finding the right vendor for your organization can be the difference between compliance and non–compliance.
Lisa came to the AgentSync team with a clear set of expectations and workflows that she needed AutoPilot to solve for. The AgentSync team used that information to build a compliance strategy uniquely tailored to meet Lisa’s needs.
“At one point, I wanted a specific feature that would help simplify my licensing management workflow. AgentSync went out of their way to create a solution for me.”
Lisa Ruzzi, Surplus Lines Filing & Compliance Manager
At AgentSync, our customers are our source of innovation, their experience working directly in the system informs our product updates.
When Lisa requested a feature configuration for the AgentSync platform that would simplify her licensing management workflow, the AgentSync team identified a solution and had it live in her AgentSync instance within a couple of days.
“Great customer service is so rare these days and I’ve been repeatedly disappointed with vendors. But AgentSync really knocks it out of the park by always exceeding my expectations and getting things done.”
Lisa Ruzzi, Surplus Lines Filing & Compliance Manager
Here at AgentSync, our number one priority is providing customers with a truly specialized customer experience. For Lisa, her partnership with REIN’s dedicated AgentSync representative, Jenny, sets AgentSync apart from other vendors.
Jenny works hand-in-hand with Lisa to ensure REIN’s licensing requirements are always kept up-to-date, requirements for license renewal are handled well in advance of deadlines, and producers have all the information they need to keep their licenses active.
“AgentSync has really helped alleviate the stress that I have when it comes to renewing licenses because I don’t even have to think about it anymore. I completely trust my representative to be on top of it for me.”
With AgentSync AutoPilot, our compliance experts leverage our best-in-class producer management technology to offer the industry’s fastest, most cost-effective, and accurate compliance service.
Learn more about how AgentSync AutoPilot can simplify your producer management workflows here: