Case Study: Insurtech Agency cuts compliance costs and headaches with AgentSync

Insurtech Agency - Customer Case Study

Insurtech Agency, a fast-growing startup helping make renting more affordable through security deposit solutions, was struggling to manage producer and adjuster compliance across multiple vendors and manual processes. Despite paying outside services, its compliance manager still had to spot-check renewals, chase down information, and worry about licenses slipping through the cracks. AgentSync Manage was already in place, but the company wasn’t using it to its full potential.

The Agency fully switched to AgentSync Manage to centralize license applications, renewals, and ongoing compliance in one system. With AgentSync, the compliance manager could automate data entry, self-serve producers and adjusters through a portal, and get clearer visibility into license status and action items. The result was lower cost, fewer renewal risks, less manual work, and a faster, more scalable compliance process, with the compliance manager reporting that AgentSync saves her hours upon hours of time.