AgentSync

“It’s absolutely worth the cost, without a doubt. The peace of mind we get knowing that the information we’re looking at is accurate and we’re not relying on someone looking at a spreadsheet is worth every penny.”

“Every morning, I pull up AgentSync and check our dashboard. It shows me what percentage of our agents are in compliance right now and also who’s still waiting on a particular license, so I can focus on the ones that need my attention. It’s great to have a big picture idea each day exactly what I’m dealing with.”

“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.”

““I know it must be going well because no one brings up licensing anymore—and they used to make a lot of noise.””

““Agents get notified when they haven’t done the things they’re supposed to do. So there’s very little chasing people. We don’t have to employ a team of people just to send out emails and follow up on things because we set the system up to do what we needed it to.””

““AgentSync was set apart because of the workflows. Most of the other platforms didn’t have the robust level of rules generation we wanted.””

““It made me mad. Sircon is from 1995. It can’t do what we need, and we were paying an arm and a leg for it.””

““ There were multiple occasions when we resubmitted applications, thinking they hadn’t been submitted because we didn’t have that visibility, and the system just let us pay again.””

““ There’s no way to set up any kind of rules. All of our agents are 50-state licensed agents, and, with Sircon, there’s no easy way to tell where licenses need attention. If an agent was missing a license, you had to go through each state to identify what they need. ””

““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.””

““There’s been a helpfullness and responsiveness from the AgentSync team that’s really differentiated them from others. Whereas we can’t even get someone on the phone from other vendors, at AgentSync, everyone from our sales rep to our customer success manager to the support team responds immediately to anything from the biggest to the smallest questions.””

““I can get the report in two minutes and send it over to accounting.””

““The first benefit I noticed when we got AgentSync was that I wasn’t having to spend my weekends catching up on processing appointments by hand anymore. It just took that work immediately off my plate.””

““AgentSync’s agility was a big selling point for us. That, and the security and cloud-based nature we saw AgentSync had set it apart from others we were considering, especially from our technical stakeholder’s perspective.””

““Market conduct is not a joke. I made it clear to our executives that we couldn’t take it lightly. If there was business that came in before an appointment was processed, that’s serious, and we wouldn’t have necessarily known or been alerted to it before AgentSync.””

““We had a ticketing system that we leveraged from IT for a little while to help us wrangle requests for new producer appointments,” Howard said, “But it wasn’t built for that. It was frustrating and inefficient trying to use a tool that wasn’t built for the task we needed.””

““We decided it was too big of an ask, especially of our two-person compliance team at the time, to manually manage appointments and licensing, and keeping track of 50 state regulations on these things. We knew there was just no way we were ever going to catch up, compliance-wise, without some sort of solution.””

““In the not-too-distant past, when we were a single-state business just focused on Texas, we were literally filling out the TDI’s forms with Scantron and sending it in with a $10 check. That was a nightmare!””

““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.”