Broker Credential Sync
By Mastek
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $30 per user per month
- Listed since
- 2025
About Broker Credential Sync
Your One-Stop Solution for Health Insurance Broker Credential Management
Simplify and streamline the way your organization manages insurance broker or producer licensing, appointments, and compliance—all within Salesforce.
Our Broker Credential Sync solution integrates directly with the NIPR (National Insurance Producer Registry) database, giving you a centralized, real-time view of your brokers’ licensing status. It automates the validation and synchronization of credentials, ensuring data accuracy, reducing manual effort, and helping your team stay compliant with evolving state regulations.
By eliminating the need for time-consuming manual checks and disconnected workflows, this solution enhances operational efficiency and accelerates your go-to-market efforts.
Highlights
- Real-time NIPR validation
- Asynchronous sync for smooth performance
- Configurable by state and business line
- Faster deployment, less development time
- Fewer manual license checks
- Seamless NIPR access in Salesforce
- Flexible data model mapping
Screenshots and videos
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Pricing
Paid, from $30 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $30 per user | Monthly |
Please contact Solutions@Mastek.com for any pricing questions.
Compatibility
- Works with
- Service Cloud
- Experience Cloud
- Health Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on May 1, 2025
- Industries
- Healthcare & Life Sciences
- Languages
- English