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

A leading online healthcare marketplace + AgentSync Manage

Leading Online Healthcare Marketplace partnered with AgentSync to modernize producer onboarding and ongoing license management for thousands of licensed agents across 51 states and territories. As the company scaled its Medicare and Medicare Advantage business, its manual spreadsheet-based process was creating friction, slowing recruitment, and adding too much work for internal compliance staff.

Using AgentSync Manage alongside Salesforce custom workflows, the customer built an automated, real-time compliance experience for agents and staff. AgentSync helped reduce agents’ time to sell by 50%, cut onboarding to a 30:1 staff ratio and renewals to 180:1, and eliminate delays tied to in-person certifications while improving reporting, compliance visibility, and overall efficiency.