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Out of the Box Features

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AgentSync Platform

  • Automated producer onboarding with externally-facing customizable form

  • Bulk agent imports via drag-and-drop CSV – up to 5K at a time

  • Producer contracting with Docusign integration for e-signature

  • Automated compliance analysis via Producer Compliance Scorecards

  • Built-in, real-time transaction-level compliance controls with exception reporting

  • Role-based user permission sets for view and edit permissions

  • Effortless Producer Offboarding

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Directly Integrated to NIPR

  • Real time NIPR producer imports for Agents & Agency – Bio & contact info, licenses, LOAs, appointments, regulatory actions, etc.

  • Daily automated NIPR synchronization of all producer data

  • Unlimited NIPR Transactions with no transaction fees

    • Bulk state Licenses, Renewals, and Contact Info changes
    • Bulk state Appointments and Terminations
  • Submit licenses and appointments in bulk with AgentSync Accelerate

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Dashboards & Reporting

  • Customizable pre-configured dashboards and reports

    • Producer Overview
    • Dashboard Producer
    • Compliance Scorecard Dashboard
    • NIPR Transaction & Fee Tracking Dashboard
    • Admin (Mission Control) Dashboard
  • Self-serve custom report creation – as easy as creating a pivot table – if you run into any snags our support team is here to help – at no extra charge!

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All the Power and Security of the Salesforce Platform

  • Native Salesforce app compatible with all Salesforce versions

  • Easy connection to other systems via extensive API integrations

  • No additional data privacy or security risks – AgentSync has zero access to any of your systems. See our privacy FAQ here