AgentSync Manage is a SaaS solution designed for insurance carriers, agencies, and managing general agents (MGAs) to streamline and automate the management of insurance producers. The platform centralizes and automates key processes such as onboarding, licensing, appointments, terminations, and compliance tracking, reducing manual work and the risk of regulatory violations. AgentSync Manage consolidates distribution partner data, provides real-time compliance status, and supports variable insurance lines by unifying FINRA and NIPR data into a single broker profile. The system integrates with Salesforce and other third-party applications, enabling seamless data flow and operational efficiency. Its intuitive interface and automation capabilities help organizations scale efficiently, manage seasonal fluctuations, and focus on business growth while maintaining compliance across jurisdictions.

Key Features

Automated Producer Onboarding and Licensing Streamlines the onboarding, licensing, and appointment process for insurance producers.

• Reduces manual data entry and paperwork.
• Accelerates time-to-sell for new producers.

Real-Time Compliance Management Continuously monitors and updates producer compliance status.

• Syncs with NIPR and FINRA for up-to-date regulatory data.
• Automated alerts for expiring licenses and regulatory changes.

Distribution Channel Management Centralizes and manages distribution partner and producer data.

• Provides a single source of truth for contact, license, and appointment information.
• Simplifies data cleanup and reporting.

Integration Capabilities Connects with Salesforce and other third-party systems.

• Enhances data accuracy and reduces manual work.
• Supports API integrations for real-time data exchange.

Intuitive User Experience User-friendly interface designed for efficiency.

• Reduces training time and operational complexity.
• Enables quick action on producer status and requirements.

Enhanced Variable Lines Support Unifies FINRA and NIPR data for variable insurance products.

• Consolidated broker profiles for informed decision-making.

Benefits

Operational Efficiency Automates manual compliance and onboarding tasks.

• Frees staff to focus on growth and customer service.
• Reduces errors and administrative overhead.

Risk Mitigation Ensures ongoing regulatory compliance.

• Minimizes risk of fines and violations through automated tracking and alerts.

Scalability Supports growth and seasonal fluctuations in producer volume.

• Enables rapid onboarding and management of large producer bases.

Data Accuracy and Transparency Centralizes and standardizes producer data.

• Provides real-time, reliable information for decision-making.