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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

We enable you to deliver experiences producers love while ensuring growth & compliance don't compete

Image 1 of 11

We enable you to deliver experiences producers love while ensuring growth & compliance don't compete

Pricing

Paid, from $50 per user per month.

AgentSync plans
PlanPriceBilled
Default Plan$50 per userMonthly

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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