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Let technology help manage your distribution channel with contracting, licensing, appointments, & compliance solutions.

The Problem

With AgentSync

Want to see AgentSync in action?

We recorded a 14-min live demo to show a bit of what we can do for MGAs.

Watch MGA Demo


Fast Implementation

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 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, up to 5k records at a time.

Records are automatically synchronized with NIPR and updated daily, highlighting any changes in contact info, licenses, appointments, and even regulatory actions.

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. 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 an automated workflow

During setup we'll load in state and LOA rules and settings.

The appointment options will only display appointments that the producer is eligible for based on their licensure. Choose real-time or automated 'just-in-time' submissions.

Watch our 3-minute overview video on the just-in-time featiure here.

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

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.

Data Security & Privacy

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.

Want pricing? Need more information for MGAs?

Industry Whitepaper on Producer Licensing and Compliance Technology