Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
MD Tech Solution’s Digital Contract Management System (DCMS) offers your agency an enhanced way to oversee your contracts effectively. With DCMS, you can avoid the risk of contracts expiring without notice, ensuring that you can consistently deliver the necessary support. Additionally, this system assists in preparing for audits efficiently. Our dedicated development team is ready to provide customized solutions that align perfectly with your agency's needs. The system safeguards essential content while facilitating quicker and better decision-making. By utilizing our integrated case management, workflow, search, and records management features, organizations can effortlessly streamline their business operations, all while having the assurance that they are adhering to regulatory and legal compliance standards. This innovative approach not only enhances operational efficiency but also fosters a culture of accountability within your agency.
API Access
Has API
No
API Access
Has API
No
Integrations
Docusign
No
Salesforce
No
Varicent
No
Verified First
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
AgentSync
Founded
2018
Country
Denver, Colo.
Website
agentsync.io
Vendor Details
Company Name
MD Tech Solutions
Country
United States
Website
mdtechgo.com
Product Features
Commercial Insurance
Billing & Invoicing
No
Broker / Agent Portal
Yes
Claims Management
No
Commission Management
No
Customer Portal
No
Document Management
Yes
Insurance Rating
No
Policy Management
No
Quote Management
No
Reinsurance Administration
No
Risk Assessment
No
Underwriting Management
No
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
No
Document Management
Yes
Insurance Rating
No
Life & Health
Yes
Policy Management
No
Property & Casualty
Yes
Quote Management
No
P&C Insurance
Billing & Invoicing
No
Broker / Agent Portal
Yes
Claims Management
No
Commission Management
No
Customer Portal
No
Document Management
Yes
Insurance Rating
No
Marketing Automation
No
Policy Management
No
Quote Management
No
Reinsurance Administration
No
Underwriting Management
No
Product Features
Project Management
Agile Methodologies
No
Budget Management
Yes
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
Yes
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
No