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Integrated Compliance
Decrease costs and increase sales productivity by automating producer compliance management
Manually tracking compliance across your distribution channels adds up quickly, in terms of both time and money. Imagine a world where constant regulatory updates and legislative changes don’t cause chaos across your business. Consider the possibility of renewing or terminating producer appointments in bulk. What if the ready-to-sell process launched from a single, automated onboarding workflow??
These aren’t the dizzying dreams of a distant future. AgentSync’s suite of enterprise solutions ensure state regulatory updates and legislative changes are built in as they happen, and the integrations between our software and your other systems help make your data useful and accessible across your organization.
Leave tedious and costly data entry behind and ensure compliance with modern technology, workflow efficiencies, and accurate data – all backed by insurance compliance experts.
AgentSync’s suite of solutions are tailored to your unique compliance needs so you can focus on what matters most: consistently delighting your customers and employees by ensuring a seamless producer experience
AgentSync’s industry experts bake the most up-to-date regulatory requirements into your producer management workflows.
Highlights
Easily integrate NIPR data into your downstream systems
Reduce costs with our proactive compliance solution for broker eligibility, daily syncs, and a comprehensive audit trail
Automate compliance checks during onboarding to get your producers ready to sell fast
Eliminate manual data entry and redundant steps with strategic automations
Use daily workflows that automatically reflect hundreds of yearly compliance changes
AgentSync Manage
Onboarding
Licensing
Appointing
Tailored Agent Portal
Background Checks
Just-in-Time (JIT) appointments
“There’s so much we can do with AgentSync to drive operational efficiencies in our day-to-day. Just to start, AgentSync is automatically set up for JIT Appointments and they have up-to-date NIPR data, so we know an agents license is active when they write business.”
Jay Moyer
VP -Director of Marketing
AgentSync AutoPilot
Are you growing 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.
AgentSync APIs
- Data flows into existing internal infrastructure
- Flexible and seamless integrations
- Ongoing compliance checks throughout the entire producer lifecycle
- Self-service Developer Portal