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

An Insurance Services Firm + AgentSync Manage

Leading Insurance Services Firm, an AgentSync customer, manages an active force of more than 5,000 independent adjusters and onboards 15 to 25 new adjusters each week, with demand spiking dramatically during catastrophic events. Before AgentSync, the Head of Adjuster Licensing and team relied on manual, time-consuming license verification across multiple states, creating compliance risk and threatening to consume the equivalent of one or more full-time employees.

With AgentSync’s adjuster onboarding and license compliance solution, the firm streamlined licensing checks, sped up onboarding, and reduced manual work for staff and temporary workers. AgentSync now provides fast, accurate license-status visibility, cuts hours of verification work each week, and helps the team focus on recruiting and higher-value tasks while giving the company and its carriers greater peace of mind and reducing human-error risk.