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Manage insurance compliance with world-leading technology

AgentSync partners with Salesforce to eliminate compliance-related complexity in the producer management process delivered on the world’s #1 CRM platform.

How We Can Help

Current Challenges
  • Poor producer experience leading to lost revenue
  • Antiquated and/or disconnected technology
  • Complexity navigating producer and compliance management
  • Data privacy and security risks
  • System downtime or unpredictable disruptions
  • Time and cost of producer onboarding
  • Inability to support every customer with ease
  • Lack of data accuracy and inevitable backlogs
  • Laborious and lengthy process for implementation/integration
Solved with AgentSync & Salesforce
  • Single compliance solution to manage producer requirements and get them selling faster
  • Industry-leading technology solutions coming together
  • Streamlined processes with producer requirements and compliance regulations baked into our solution
  • Trust and transparency around data with protection built into solutions
  • Cloud-native modern infrastructure built to reduce system instability
  • Scale quickly and rapidly iterate
  • Best-in-class service team and customer-centric experience
  • Tailored self-service portal and automations provide up-to-date data and reduce bottlenecks
  • Out of the box features including reporting, dashboards, and hierarchies


Providing a secure, customer-centric experience, AgentSync, built on, operates within Salesforce’s highly protected platform where you can scale quickly and iterate rapidly.

Industry-leading partnership

By working with two industry leaders that have come together, you are ensured continued business growth, product development, and best-in-class customer service.

Easy, seamless implementation/integration

Modern technology solution & strategic automations

Quick onboarding, licensing, and more

Manage producer requirements through your single compliance solution.

World-class customer service

Upholding customer trust, value, and delight, AgentSync has all 5-star reviews on Salesforce AppExchange for notable automation and license compliance management.

Insurance professionals in a meeting

What Our Partners Say

Tom King

“Salesforce loves the fact that AgentSync’s core product is so complimentary to where we are going within the insurance industry. Together, we are able to provide our customers with the ability to coordinate producer data to have a better view of who an agent or agency is, and leverage that agency 360 degrees to put agents on journeys to grow their book of business.”

Tom King, Director of Insurance Go To Market Group at Salesforce