Onboarding and managing your distribution channel while staying in compliance is no cake walk.
Current Producer Management Processes
Now with AgentSync
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.
All biographic info is populated directly from NIPR using an NPN. Choose which additional fields or documents to upload.
Simply enter the producer's NPN to import the agent record from the NIPR PDB (Producer Database), done in real time at onboarding, in bulk via CSV upload.
All active agent records are automatically synchronized with NIPR and updated daily to reflect any changes in NIPR.
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.
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.
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.
Drive visibility, insights, and actions.
Since AgentSync 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 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.
AgentSync 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.
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.