Pricing
Super Simple Pricing
Tiered monthly subscription fee based on the volume of active producers.
No transaction fees or PDB fees of any kind and no fees for custom reports or custom field creation.
Out of the Box Features
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
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
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!
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