Pricing

Super Simple Pricing

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Out of the box features included:

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