MGAs / MGUs
Let technology help manage your distribution channel with contracting, licensing, appointments, & compliance solutions.
NOW WITH AGENTSYNC
Basic setup can be completed in days, not months, and can be deployed within an existing Salesforce environment or as a standalone installation if you’re not currently using Salesforce.
Automated Agent Contracting and Streamlined Onboarding
In one click (or as part of an automated workflow) generate producer agreements auto-populated with Agent & Agency info, W9, and E&O Policy.
Agents are the lifeblood that drive sales. Drastically reduce time to sell and end the paper chase while reducing the security risk of exchanging sensitive data over email. A slick, modern onboarding experience will leave them with a great first impression.
The Agent Portal
We create a branded portal for you (included in the implementation) where all producers can login to view their licenses, carrier appointments, update their bio/contact info, answer background questions, upload documents, and more.
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.
Apply for and Renew Licenses Directly from Salesforce
Take licensing and appointment management one step further by automatically applying for missing licenses, lines of authority, or appointments based on Compliance Scorecard results.
Distribution channel management
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.