Case Study: Steadily achieves automated compliance and 75% less staff time with AgentSync

Steadily cuts compliance staff time by 75% with AgentSync

Steadily, a tech-enabled managing general agency (MGA) specializing in landlord insurance, faced a significant operational challenge with its agent licensing compliance. Despite using a legacy vendor, Sircon, the process remained highly manual, requiring extensive spreadsheet tracking and consuming substantial staff time. This lack of automation and visibility led to duplicate submissions, wasted fees, and constant follow-ups with agents, distracting from the company's core business goals.

By implementing AgentSync's Manage product, Steadily automated its license validation, renewals, and agent communications. The solution provided robust workflow rules, self-service tools for agents, and automated email reminders. As a result, Steadily reduced the staff time spent on compliance by 75 percent, grew its agent force by 41 percent without adding operational staff, and eliminated wasteful fees. AgentSync provided a "set-it-and-forget-it" system that improved both operational efficiency and agent satisfaction.

Steadily