Case Study: Omaha National achieves automated, accurate compliance with AgentSync AutoPilot

Omaha National streamlines licensing compliance across 36 states with AgentSync

Omaha National Insurance Company, a rapidly growing workers' compensation insurer, faced a significant challenge in managing producer and adjuster licenses across 36 states. Their small compliance team was burdened with a manual, paper-based process that was inefficient and error-prone, having already tried and been disappointed by another software solution. This led them to seek out a new vendor, AgentSync, and its Autopilot service.

By implementing AgentSync, the company automated its compliance management. The solution provided a single source of truth by seamlessly syncing with the NIPR database, ensuring 100% data accuracy and eliminating manual data entry. This gave the compliance team hours back in their day, drastically reduced panicked calls from producers, and provided full transparency into license statuses. The implementation was described as seamless, and the results were so effective that Omaha National halted plans to build its own internal software.

Omaha National