About AgentSync
AgentSync is a compliance management software/platform from AgentSync that simplifies the management of insurance agents' licensing and appointment processes. It combines license tracking, appointment management, and compliance reporting so organizations can effectively manage their agents' credentials. The platform enables users to automate routine compliance tasks and keep up with regulatory changes, helping reduce the risk of non-compliance. Additionally, AgentSync offers integration with existing systems, providing a centralized solution for compliance management. Key capabilities: license verification appointment tracking regulatory updates reporting and analytics system integrations Best for: insurance agencies and brokerages that need assistance in managing agent compliance and licensing efficiently.
AgentSync Details
AgentSync's In-App Market Place
Does AgentSync have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥)
Pros & Cons
- Functional Product: The reviewer states the product is "ok" and functional.
- Salesforce & NIPR Integration: Built on Salesforce and connected to the NIPR (National Insurance Producer Registry).
- DIY Potential: A company with a development team could potentially build a similar system themselves.
- Poor Billing Experience: Negative experience with their billing team, described as "anything but helpful," especially during layoffs.
- Not Recommended: The reviewer explicitly states they "would not recommend working with them if you have a choice."
- Low Overall Rating: Received a very low overall rating of 1.0 out of 5.
- Poor Ease of Use: Rated low (2.0/5.0) for ease of use.
- Poor Customer Service: Rated very low (1.0/5.0) for customer service.
- Limited Features: Rated low (2.0/5.0) for features.
AgentSync's Support Options
Email Address
support@agentsync.ioContact
+1 860-297-3800