Case Study: SageSure Automates Producer Licensing and Compliance with AgentSync

SageSure - Customer Case Study

SageSure, a leading homeowners insurtech and MGU, needed a faster, more efficient way to manage producer licensing and compliance across thousands of partners. Before working with AgentSync, the team relied on manual, state-by-state checks, NIPR lookups, and cumbersome spreadsheets to stay compliant.

With AgentSync integrated into SageSure’s Salesforce CRM, the company automated producer onboarding and licensing workflows, received daily compliance alerts, and gave sales and marketing a new prospecting tool. AgentSync helped SageSure eliminate hours of manual work, improve efficiency, and keep producer partners up to date and compliant.

SageSure

Rob Evans

Agency Operations Manager