Case Study: Rate Insurance boosts onboarding excellence with AgentSync Contracting

Rate Insurance cuts onboarding time from two days to one hour with AgentSync

Rate Insurance, the insurance division of a mortgage brokerage, faced significant challenges in scaling their agent onboarding process. They struggled with high NIGO (Not In Good Order) application rates to carriers, a lack of visibility into their distribution channel, and a cumbersome, manual process that relied on spreadsheets and a separate e-signature tool. This led to agent frustration, administrative burden, and a risk of agent churn. They initially implemented AgentSync's Manage product to address compliance management but still needed a solution for the contracting piece of onboarding.

By adding AgentSync Contracting to their tech stack, Rate Insurance automated and streamlined the entire agent contracting process. The solution integrated data from the National Insurance Producer Registry to autofill applications, eliminating repetitive data entry and errors. As a result, AgentSync helped Rate Insurance lower NIGO rates by over 90 percent, reduce agent administrative onboarding time from two days to one hour, and more than double their agent headcount and number of carrier relationships over three years.

Rate Insurance