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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

AgentSync builds modern insurance infrastructure to eliminate complexities and drive efficiencies in producer management and compliance workflows. Improving your broker onboarding, contracting, licensing, appointing, and compliance processes, AgentSync’s customer-centric design, seamless APIs, automation, and unparalleled service enable you to grow your business, create an exceptional producer experience, and prevent regulatory violations. Manage, AgentSync’s core product, reduces compliance costs and prevents regulatory violations before they happen. Manage automates the administrative paper chase necessary to verify that agents have the required appointments and state licenses to sell. By automating such tasks, the complexity of selling insurance is dramatically reduced.

Description

Utilize the potential of data and technology to pave a way towards the future. Our efficient, secure, compliant, and scalable frameworks encompass comprehensive processes and services designed to enhance your institution's effectiveness and influence. By harnessing advanced digital technologies, you can revolutionize customer interaction and boost operational efficiencies. With state-of-the-art technology and extensive domain knowledge, we enable you to accelerate your market entry and realize value more quickly. Our solutions are designed to be lightweight and user-friendly, integrating smoothly into your existing processes, minimizing errors through automation, and enhancing overall performance. With an agile foundation, we possess the expertise and experience needed to elevate your digital transformation initiatives. Companies that place a premium on innovation and digital transformation in their business strategies often experience remarkable outcomes. Our specialized technology, business transformation frameworks, and profound insights in HealthTech, InsurTech, and FinTech position you for success. Embracing these advancements not only streamlines operations but also sets the stage for long-term growth.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Docusign
Salesforce
Varicent
Verified First

Integrations

Docusign
Salesforce
Varicent
Verified First

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AgentSync

Founded

2018

Country

Denver, Colo.

Website

agentsync.io

Vendor Details

Company Name

Excellarate

Country

United States

Website

www.excellarate.com

Product Features

Commercial Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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