AgentSync B2B Case Studies & Customer Successes

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

Bridger achieves 450% growth and streamlined producer compliance with AgentSync

Bridger

EverQuote achieves faster producer compliance and licensing management with AgentSync Manage

EverQuote

Carrie Dehaven

Director of Agency Operations

Evertree scales producer compliance with AgentSync

Evertree

Max Morelli

Compliance Manager

GPM Life boosts producer onboarding efficiency with AgentSync Manage

GPM Life

Jay Moyer

Vice President Director of Marketing

HUB International streamlines brokerage operations with AgentSync

HUB International

John Albright

Chief Legal Officer

Insurtech Agency cuts compliance costs and headaches with AgentSync

Insurtech Agency

Jetty reduces compliance risk and saves time with AgentSync Autopilot

Jetty Inc.

Kylie Gauthier

Vice President of Financial Products

Jimcor Agencies reduces producer compliance risk with AgentSync ProducerSync API

Jimcor Agencies

Jim Mastowski

President & Chief Information Officer

Largest Online Medicare Distributor achieves faster agent onboarding and improved licensing compliance with AgentSync

Largest Online Medicare Distributor

Leading Insurance Services Firm streamlines adjuster onboarding and license compliance with AgentSync

Leading Insurance Services Firm

Leading Online Healthcare Marketplace reduces agent onboarding time by 50% with AgentSync

Leading Online Healthcare Marketplace

M3 Insurance achieves faster, compliant producer growth with AgentSync

M3 Insurance

Kim Lockwood

Carrier Relations Coordinator

Omaha National achieves streamlined, automated compliance with AgentSync Autopilot

Omaha National

Stephanie Davis

Paralegal on the Compliance Team

REIN streamlines producer licensing and compliance with AgentSync AutoPilot

REIN

Lisa Ruzzi

Surplus Lines Filing and Compliance Manager

Rhino cuts compliance costs and headaches with AgentSync

Rhino

Lisa Ruzzi

Compliance Manager

Rippling streamlines licensing compliance with AgentSync

Rippling

Daniela Lagoteta

Legal and Compliance Analyst

SageSure Automates Producer Licensing and Compliance with AgentSync

SageSure

Rob Evans

Agency Operations Manager

Security Health Plan speeds producer onboarding with AgentSync

Security Health Plan

Kara Johnson

Director of Strategic Growth Initiatives

Service Insurance Companies streamlines producer compliance with AgentSync

Service Insurance Companies

Jay Howard

Director of Compliance and Risk Management

Tokio Marine Highland streamlines producer management and compliance with AgentSync Manage

Tokio Marine

Aaron Allen

Legal and Compliance Manager

Veterans United Insurance reduces producer compliance time and cost with AgentSync

Veterans United Insurance

Matt Brockmeier

Business Development Specialist

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