Case Study: M3 Insurance achieves faster, compliant producer growth with AgentSync

How taking charge of agent licensing reduced cost and risk while enhancing producer experience

M3 Insurance, a Wisconsin-based insurance agency, partnered with AgentSync Manage to modernize producer licensing and gain better control over compliance. Before the switch, its licensing process lacked real-time visibility and felt like a black box, making it difficult to confidently track producer status while supporting growth.

With AgentSync, M3 Insurance streamlined licensing and appointments, giving a two-person team full transparency and control over 350+ licensed producers. The agency nearly tripled its producer count, onboarded 100 new agents in a single year, improved the producer experience, and saved money by eliminating unnecessary licenses, all while maintaining compliance and avoiding added staff.

M3 Insurance

Kim Lockwood

Carrier Relations Coordinator