AgentSync
Producer & Compliance Management
By AgentSyncAgent Productivity
- Rating
- 4.8
- Reviews
- 17
- Pricing
- Paid
- From $50 per user per month
- Listed since
- 2019
About AgentSync
Producer management meets technology & automation
AgentSync builds modern insurance infrastructure that connects carriers, agencies, MGAs, and producers. With customer-centric design, seamless APIs, automation, and unparalleled service, AgentSync’s solutions create onboarding, licensing, and appointing processes insurers and producers love while ensuring growth and compliance never compete. Founded in 2018 by Niranjan “Niji” Sabharwal and Jenn Knight, and headquartered in Denver, Colo., AgentSync has been recognized as one of Denver’s Best Places to Work, as a Forbes Magazine Cloud 100 Rising Star, an Insurtech Insights Future 50 winner, and is ranked 65 in Forbes – America’s Best Startup Employers 2023.
Highlights
- Industry-leading partnership By working with two industry leaders that have come together, you are ensured continued business growth, product development, and best-in-class customer service.
- Easy, seamless implementation/integration AgentSync’s infrastructure on Salesforce challenges the status quo, allowing you to smoothly and continuously push data upstream and downstream on a highly secure platform.
- Quick onboarding, licensing, and more Manage producer requirements through your single end-to-end compliance solution.
Screenshots
Image 1 of 11
Pricing
Paid, from $50 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $50 per user | Monthly |
Pricing is tiered based on total number of agents/brokers. Please call for pricing.
The publisher offers discounts.
Compatibility
- Works with
- Experience Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on October 5, 2021
- Industries
- Financial Services
- Healthcare & Life Sciences
- Languages
- English
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