Case Study: Jetty reduces compliance risk and saves time with AgentSync Autopilot

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., a financial services platform and insurtech MGA, needed a better way to manage producer licensing across all 50 states. After a compliance fire drill caused by a departing Designated Responsible Licensed Producer (DRLP), the lean compliance team realized its manual, email- and PDF-based process was too time-consuming, costly, and risky. Jetty turned to AgentSync and its Autopilot service to simplify and centralize producer license management.

With AgentSync Autopilot, Jetty replaced outside consultants and contractors with an automated, expert-led licensing workflow. The company saved money, gave two compliance employees back about 25% of their time, cut DRLP updates from a month to two weeks, and reduced compliance risk while improving visibility and producer experience through a self-service portal. AgentSync helped Jetty move faster, lower costs, and give leadership greater peace of mind.

Jetty Inc.

Kylie Gauthier

Vice President of Financial Products