Case Study: Omaha National achieves streamlined, automated compliance with AgentSync Autopilot

Omaha National Group took compliance from a constant concern to “set it and forget it” with AgentSync’s Autopilot

Omaha National Group, a fast-growing workers’ compensation insurer writing business in 35 states, needed a better way to manage producer and adjuster licenses. As the company expanded, its compliance team was still relying on paper binders, spreadsheets, and manual cross-checking, making ongoing license compliance time-consuming and difficult to scale.

AgentSync, using its Autopilot service, replaced those manual workflows with a streamlined, automated system connected to NIPR and a single source of truth for compliance data. The result was faster onboarding, real-time accuracy, self-service for producers and adjusters, fewer panicked support calls, and strong confidence ahead of audits—helping Omaha National Group make compliance “set it and forget it.”

Omaha National

Stephanie Davis

Paralegal on the Compliance Team