AgentSync
21 Case Studies
A AgentSync Case Study
Rhino, an insurtech startup focused on making renting more affordable through security-deposit solutions, was managing producer and adjuster compliance with multiple outside vendors and a lot of manual work. Compliance manager Lisa Ruzzi found the process frustrating and risky, with licenses sometimes nearing lapse despite paid support, and spent too much time chasing information across portals, spreadsheets, and emails. Rhino used AgentSync Manage to overhaul its license compliance workflow.
With AgentSync, Rhino centralized producer and adjuster licensing and renewals in one in-house system, reduced repetitive data entry, and gave staff and producers a clearer real-time view of status and next steps. The result was lower cost, fewer compliance headaches, less risk of missed renewals, and significant time savings for Ruzzi—who said AgentSync saved her hours by eliminating duplicate data entry and helping her manage licenses more efficiently.
Lisa Ruzzi
Compliance Manager