Manage for Carriers
Onboarding and managing your distribution channel while staying in compliance is no cake walk.
CURRENT PRODUCER MANAGEMENT PROCESSES
NOW WITH AGENTSYNC MANAGE
Streamlined agent onboarding
Agents are the lifeblood that drives your policy sales – delight them by providing them with a slick and modern onboarding experience, leaving them with a great first impression.
Drastically reduce time to sell and put an end to the paper chase while reducing the security risk of exchange sensitive data over email.
Self-serve onboarding and data collection
All biographic info is populated directly from NIPR using an NPN. Choose which additional fields or documents to upload.
The Agent record sync with NIPR
Simply enter the producer’s NPN to import the agent record from the NIPR PDB (Producer Database), done in real time at onboarding or in bulk via CSV upload.
All active agent records are automatically synchronized with NIPR and updated daily to reflect any changes in NIPR.
Automated agent contracting
In one click (or as part of an automated workflow) generate producer agreements auto-populated with Agent & Agency info, W9, and E&O Policy captured during onboarding.
Drastically reduce time to activate Agents, remove internal man-hours from the process, and delight Agents with a seamless onboarding experience.
Automatically-generated compliance analysis through scorecards
Effortlessly verify credentials—as soon as a producer is assigned to a Producer Assignment, a Compliance Scorecard is generated that identifies any gaps in compliance.
Quickly zero in on what is missing where and for whom. The scorecard provides granularity by State, Missing License, Missing Line of Authority, and Missing Appointments. This level of detail reduces any confusion on what remediation needs to occur.
Scorecards are automatically recalculated as new licenses and appointments are approved in NIPR through the direct NIPR integration.
Submit appointments in a few clicks or as part of an automated workflow
During setup we will work with your team to load in state and LOA rules and settings for your underwriting company(s).
The appointment options will only display appointments that the producer is eligible for based on their licensure. Active appointments will appear in the list as “Active” but cannot be selected. Choose real-time or automated ‘just-in-time’ submission.
Click here to watch our 3-minute overview video on the just-in-time appointments feature.
Distribution channel management
Drive visibility, insights, and actions.
Since AgentSync Manage pulls in all carrier appointments (including competitors) you gain valuable insight into share of wallet across your entire distribution channel.
Action this competitive intelligence by automating tailored marketing communications to your agents based on geography, lines of business, and transaction volume.
Dashboards & reports are easily customizable – AgentSync Manage comes preloaded with the basics to get you started.
Your producers’ data now lives in Salesforce, giving you the advantage of powerful reporting and analytics. NIPR data is normalized and organized into a digestible data model to facilitate reporting—drill into any component for additional details.
Bulk NIPR transactions
AgentSync Manage will automatically assess producer eligibility based on requested transaction(s) and provide stats on each state’s status, complete with estimated fee calculations.
Manage open transactions easily, in one place. Statuses are automatically updated—you don’t even need to refresh the screen.
Submit appointments, terminations, licenses, renewals, and contact info changes directly to NIPR
Bulk process licenses or appointments for up to 50 states and 10 producers at a time
Dramatically accelerate your compliance processes
Bulk import up to 5K producers at a time via drag & drop CSV upload
Data Security & Privacy
Built on the Salesforce® platform and fully reviewed and approved by their security team. Your data is as safe as it gets.
Since the AgentSync app integrates directly to NIPR, data is transmitted directly between your CRM and NIPR.
Once the app is installed, AgentSync can’t see your data even if we wanted to. You can choose to give us temporary login access during setup or troubleshooting, but the only data sent to AgentSync is aggregated API usage metrics for billing purposes.
A full list of Salesforce’s certifications can be found here.
Are you a growing carrier and not sure that your team has the resources and compliance know-how to scale at the pace you need? AgentSync AutoPilot was built for you. Our experts now offer a hands-off compliance service tailored to your specific needs so that you can focus on what you do best: growing your business.