AgentSync Hierarchy Management is a SaaS solution designed for insurance carriers, agencies, and managing general agents (MGAs) to efficiently manage complex producer hierarchies and distribution networks. The platform centralizes all hierarchy data, providing a single source of truth for organizational relationships, commission structures, and compliance status. It automates manual processes such as hierarchy updates, commission alignment, and onboarding, reducing errors and administrative overhead. With real-time data integration, audit-ready historical records, and API-driven workflows, AgentSync Hierarchy Management ensures accurate commission payments, rapid onboarding, and regulatory compliance. The system is built to scale with organizational growth, supporting bulk actions, effective dating, and seamless integration with existing technology stacks.

Key Features

Centralized Hierarchy Management Single source of truth for all producer and distribution relationships.

• Visualizes complex uplines, downlines, and commission structures.
• Supports multi-level overrides and effective dating.

Automated Workflows Streamlines hierarchy updates and onboarding processes.

• Reduces onboarding time from weeks to days.
• Automatically routes approval requests and updates across systems.

Real-Time Data Integration API-driven integrations with licensing, contracting, and commission systems.

• Ensures data consistency and eliminates manual entry.
• Integrates with background checks and other third-party tools.

Audit-Ready Compliance Maintains comprehensive historical records and audit logs.

• Effective-dated tracking for regulatory and internal audits.
• Ensures compliance with changing regulations and appointments.

Commission Accuracy Aligns commission payments with real-time, accurate hierarchy data.

• Reduces payment errors and disputes.
• Supports complex commission structures and bulk actions.

Bulk Actions and Reporting Enables mass updates and robust reporting.

• Submit records in bulk for rapid expansion or restructuring.
• Out-of-the-box reporting for appointments, licensing, and distribution gaps.

Benefits

Operational Efficiency Automates and centralizes hierarchy management tasks.

• Frees staff from manual data entry and repetitive updates.
• Accelerates onboarding and change management.

Risk Mitigation Ensures compliance and audit readiness.

• Reduces risk of regulatory violations and commission errors.

Scalability Supports organizational growth and complex distribution networks.

• Handles thousands of downlines and multiple commission levels.

Data Accuracy and Transparency Provides reliable, up-to-date information for decision-making.

• Eliminates data silos and manual reconciliation.