Resources

VIDEOS

Overview Video


Recorded Demos

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FAQs

AgentSync does not store the agent data that is processed through the AgentSync services. This data is stored in your Salesforce instance on the Salesforce Platform. The AgentSync services act as a pipeline to connect your agent data on Salesforce to agent data in the NIPR. AgentSync may access the agent data on a limited basis to provide account set-up or support services, but only if you grant access. You control the type and duration of AgentSync’s access.

The only data that AgentSync stores is account and transaction information about our customers, which we use for our business operations purposes, such as for billing and to maintain your account. AgentSync uses third party service providers that maintain reasonable and appropriate security measures to store this information.

AgentSync uses personal information to provide the AgentSync services and as described in the Agent Sync Privacy Policy and Terms and Conditions. While agent personal information may be processed through the AgentSync services, AgentSync does not access this information except for providing customer support and/or account setup services or otherwise as specifically requested by our customers.

Because the agent data processed through the AgentSync services is stored on the Salesforce platform, it is protected under Salesforce’s security measures. You can find more information about Salesforce’s security measures here.

AgentSync does not sell personal information that our customers provide to enable the AgentSync services, as “sell” is defined under Nevada S.B. 220 or the California Consumer Privacy Act. For more information about how AgentSync processes personal information, please see our Privacy Policy available here.

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