Case Study: Veterans United Insurance reduces producer compliance time and cost with AgentSync

Veterans United Insurance has drastically reduced the time and money it spends managing producer compliance even as its producer force increased by over 500 percent

Veterans United Insurance, an online-based insurance agency serving U.S. military service members and veterans, was struggling to keep up with producer licensing and compliance as its business rapidly expanded. With its producer force growing by more than 500 percent, the team needed a better way to manage onboarding and ongoing license status across all 50 states and the District of Columbia, and it turned to AgentSync Manage to replace time-consuming manual spreadsheets and state website checks.

AgentSync gave Veterans United Insurance real-time compliance scorecards, role-based profiles, and self-service tools for producers to update their own information, dramatically simplifying producer management. According to the case study, AgentSync reduced onboarding work from hours to a few clicks, saved weeks of effort per new hire class, enabled faster answers to compliance questions, and provided confidence in accurate compliance status while reducing the risk of violations and fees.

Veterans United Insurance

Matt Brockmeier

Business Development Specialist