Case Study: Evertree scales producer compliance with AgentSync

Evertree - Customer Case Study

Evertree, a fast-growing insurance brokerage, needed a modern way to manage producer licensing and appointments as it expanded through acquisitions across multiple states. With one compliance manager overseeing roughly 1,400 licenses for more than 200 team members, manual spreadsheets and state website checks were no longer sustainable. Evertree turned to AgentSync and its AutoPilot service to replace those manual processes with an automated, scalable compliance workflow.

With AgentSync and AutoPilot, Evertree centralized producer licensing, renewals, appointments, and continuing education in a single system, while also integrating WebCE to support new producer licensing and CE. The result was major time savings for its solo compliance manager, who could instead focus on higher-value work like carrier appointments and agency integrations. Evertree also gained daily visibility into license status and the confidence to keep growing organically and through acquisition without compliance becoming a bottleneck.

Evertree

Max Morelli

Compliance Manager