Case Study: REIN streamlines producer licensing and compliance with AgentSync AutoPilot

REIN chooses AgentSync AutoPilot to streamline licensing and producer management workflows

REIN, an insurance technology company focused on the embedded insurance landscape, needed help managing producer licensing and compliance. Surplus Lines Filing & Compliance Manager Lisa Ruzzi found that renewing licenses and handling day-to-day producer management was too time-consuming, creating a need for a partner to take work off her plate. REIN chose AgentSync AutoPilot to streamline licensing and producer management workflows.

AgentSync implemented a tailored compliance strategy for REIN, using AutoPilot to handle daily producer management, licensing renewals, submissions, and regulatory compliance tasks. The team also quickly delivered a requested feature enhancement within a couple of days, and REIN reported reduced stress around renewals and greater confidence that licensing requirements are being kept up to date.

REIN

Lisa Ruzzi

Surplus Lines Filing and Compliance Manager