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
Exceptional insurance illustration software designed to enable your advisors to present with professionalism, as it automates many tasks for them. Acknowledged by Celent as a top performer in the 2020 Life illustrations report, it allows users to leverage multiple solutions, explore hypothetical scenarios, and compare complete products or specific features easily. With just one click, you can showcase insurance benefits and evaluate them against various financial products or strategies. Our platform is entirely web-based, yet it can also function offline on a laptop when necessary, ensuring that even in offline mode, all rules, rates, and calculations remain accessible and shareable. This versatility makes it an invaluable tool for advisors looking to enhance their client presentations effectively.
API Access
Has API
API Access
Has API
Integrations
Docusign
Equisoft/centralize
Equisoft/connect
Equisoft/manage
Salesforce
Varicent
Verified First
Integrations
Docusign
Equisoft/centralize
Equisoft/connect
Equisoft/manage
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
Equisoft
Founded
1994
Country
Canada
Website
www.equisoft.com/products/quotes-illustrations-illustrate
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