AgentSync
36 Case Studies
A AgentSync Case Study
Jimcor Agencies, an independent managing general agency (MGA), faced a significant challenge in managing producer license compliance. Despite having a sophisticated, proprietary agency management system, the company was forced to rely on manual processes and multiple spreadsheets to track its 4,400 producers' licenses, a time-consuming and error-prone task that left them exposed to compliance risk. They sought a solution to integrate real-time, automated producer data directly into their existing system and found it with AgentSync's ProducerSync API.
By implementing AgentSync's ProducerSync API, Jimcor automated its producer license compliance process. The solution integrated seamlessly with their management system, providing a transparent and always-up-to-date view of every producer’s status. This allowed Jimcor to reduce the time spent on license management from the equivalent of 1.5 full-time employees (roughly 60 hours a week) to just 30 minutes per day, while also virtually eliminating the risk of producers selling outside of their licensed authority.