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Visit WebsiteBridger Insurance Services expands operational efficiencies and gains exponential business growth with AgentSync’s innovative and best-in-class technology
Bridger
AgentSync
AgentSync is where Producer Management & Compliance meet technology & automation. AgentSync is a powerful, easy-to-use Compliance as a Service solution, built 100% on Salesforce. They directly integrate regulatory database sources of truth (i.e. NIPR, FINRA) w/ core business systems (i.e. Salesforce) so they can automate the critical business processes associated w/ these compliance requirements. They’re a new-school solution tackling an age-old, ubiquitous problem with smart technology & automation in a market full of old-school, inefficient, high-cost solution options - spreadsheets, manual processes, legacy software, more headcount, outsourcing, etc.
Case Studies
Showing 21 AgentSync Customer Success Stories
With competitive growth goals, EverQuote turned to AgentSync Manage to drive operational eiciencies
EverQuote
Carrie Dehaven
Director of Agency Operations
Evertree - Customer Case Study
Evertree
Max Morelli
Compliance Manager
GPM Life fuels its growth with the ability to onboard more producers faster than ever
GPM Life
Jay Moyer
Vice President Director of Marketing
Tapping into AgentSync's powerful capabilities, HUB International leverages the actionable database to streamline operations and the robust reporting tools to increase visibility
HUB International
John Albright
Chief Legal Officer
Insurtech Agency - Customer Case Study
Insurtech Agency
How Jetty cut costs, improved employee and producer experience, and reduced compliance risk all at the same time with AgentSync’s Autopilot service
Jetty Inc.
Kylie Gauthier
Vice President of Financial Products
Jimcor Agencies - Customer Case Study
Jimcor Agencies
Jim Mastowski
President & Chief Information Officer
Largest Online Medicare Distributor - Customer Case Study
Largest Online Medicare Distributor
An Insurance Services Firm + AgentSync Manage
Leading Insurance Services Firm
A leading online healthcare marketplace + AgentSync Manage
Leading Online Healthcare Marketplace
How taking charge of agent licensing reduced cost and risk while enhancing producer experience
M3 Insurance
Kim Lockwood
Carrier Relations Coordinator
Omaha National Group took compliance from a constant concern to “set it and forget it” with AgentSync’s Autopilot
Omaha National
Stephanie Davis
Paralegal on the Compliance Team
REIN chooses AgentSync AutoPilot to streamline licensing and producer management workflows
REIN
Lisa Ruzzi
Surplus Lines Filing and Compliance Manager
Rhino cuts costs and headaches by swapping out other compliance vendors for AgentSync
Rhino
Lisa Ruzzi
Compliance Manager
Reducing risk and creating operational efficiency by streamlining the licensing process helps put Rippling’s Compliance team at ease
Rippling
Daniela Lagoteta
Legal and Compliance Analyst
SageSure - Customer Case Study
SageSure
Rob Evans
Agency Operations Manager
Security Health Plan of Wisconsin took its producer onboarding process from months to days by putting agents in the driver’s seat with AgentSync
Security Health Plan
Kara Johnson
Director of Strategic Growth Initiatives
How producer appointments and other tasks went from two days to two minutes with the help of AgentSync
Service Insurance Companies
Jay Howard
Director of Compliance and Risk Management
Tokio Marine Highland builds scalable producer management workflows with AgentSync’s best-in-class technology
Tokio Marine
Aaron Allen
Legal and Compliance Manager
Veterans United Insurance has drastically reduced the time and money it spends managing producer compliance even as its producer force increased by over 500 percent
Veterans United Insurance
Matt Brockmeier
Business Development Specialist
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