AgentSync

““It makes it really easy to see who’s in compliance based on what they actually need, and even easier to flip people to different positions and see exactly what they do and don’t have based on a different profile,””

““Things change on a daily basis. So, it’s great to be able to look at the AgentSync Scorecard and know exactly where things stand. I know which departments are covered or if we need to change some people around. And I know that what I’m seeing is accurate so we don’t have to worry about any compliance issues.””

““We’re a fast-moving company with a lot of moving parts,””

““AgentSync showed a level of insurance industry expertise that we didn’t see in other vendors we were looking at. Some of them didn’t really seem that familiar with the industry.””

““We’re an online insurance agency and everything about our company is very tech-driven. Our employees are used to a certain level of quality of tech products that we use on a daily basis,””

““Before AgentSync, it would take me two straight weeks to concentrate on each new-hire class of agents. All I could do during that time was focus on getting their licenses done and getting them up and running. I didn’t have time for any other duties. Now, all that’s done within a few hours. So, it’s saved me days and days of workload and allowed me to handle a lot of other responsibilities instead of just getting new agents licensed.””

““Shout out to the whole team over at AgentSync. I have nothing but high regards and I would recommend this product to anyone.””

““Our customer support manager, Andres, really knows what he’s talking about. Not only does he have a great grasp of the product but he also knows the insurance industry really well.””

““AgentSync’s software and platform is super slick and user friendly.””

““AgentSync had all of the features we needed fully implemented and integrated already. We didn’t have to wait for a phase two, which is a common response we received from a lot of different vendors.””

“We were looking for compliance technology to meet our organization’s needs. At the time, we had a very manual process – spreadsheets and folders – and it just wasn’t sustainable for what we were looking to do going forward.”

““Right now we’re actively managing our largest book of brokers ever. This is the largest distribution channel we’ve ever had, and we’ve been able to onboard whole agencies within weeks.””

““Shout out to the whole team over at AgentSync. I have nothing but high regards and I would recommend this product to anyone. Our Project Management team thinks AgentSync set the gold standard for implementations and if every project went like this, it would be perfect. So our leadership has been very happy with the outcome.””

““Our goal is to process claims and to take care of our members, and that’s where we want our employees focusing their time. After adopting AgentSync, we were able to reallocate three full-time employees from managing agent onboarding to that type of work, so the whole organization sees the value and benefits of this project.””

““The IT and Project Management folks can be the toughest to get on board with new implementations; and this was an experience that brought those folks into the fold in a way that was a true partnership,” Johnson said. “It was something unlike what I’ve seen before from other vendors. Our Project Management team thinks AgentSync set the gold standard for implementations and if every project went like this, it would be perfect. So our leadership has been very happy with the outcome.””

““The team at AgentSync did a phenomenal job of working with our team and working within our processes and how we do implementations here. Their communication was spot on, and they understood the business. We’ve worked with vendors in the past that don’t actually understand our business and that can be really challenging.””

““When we started looking for a solution, our goal was to get the agent onboarding process down from two-and-a-half or three months to a couple of weeks. That would have been ideal. After implementing AgentSync, we saw brokers being turned around in two days .””

“The process took quite a long time. We had four full-time employees working on it and it would still take us two-and-a-half or three months, or even longer, to get brokers processed. And the length of this process was actually a deterrent to agents and agencies we would have liked to work with before.”

““Agents are salespeople, they want to get in the game and sell products, and now we can offer them a quicker path to productivity.””

““We want our clients to look good, and that means scaling up while being very compliant.””

“We work with thousands of producer partners across the country. One of our jobs is to make sure the producers we are partnering with are compliant. We were looking for something that was automated and a lot more efficient than the manual process we were doing. AgentSync completely fit the bill.”

“AgentSync is a great tool to run your insurance licensing compliance program. Everything is centralized, it makes everything more efficient. What I love the most is it gives me a clear view of the status of the licensing program at Rippling at any given time – both for the agencies and the producers.”

“AgentSync has really helped alleviate the stress that I have when it comes to renewing licenses because I don’t even have to think about it anymore. I completely trust my representative to be on top of it for me.”

“Great customer service is so rare these days and I’ve been repeatedly disappointed with vendors. But AgentSync really knocks it out of the park by always exceeding my expectations and getting things done.”

“At one point, I wanted a specific feature that would help simplify my licensing management workflow. AgentSync went out of their way to create a solution for me.”