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support

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

The LifeGuide® Professional software is created without any connections to insurance sales or marketing organizations, ensuring complete independence from any such entities. Its main aim is to serve the insurance consumer with utmost objectivity, thoroughness, and professionalism. As a result, subscribers of LifeGuide® gain access to an expanding array of services, giving them a significant competitive advantage. This software encompasses a full spectrum of life insurance products. In Canada, no other independently developed software for life insurance research, comparison, and information offers as extensive a selection of products, companies, and in-depth research tools as the LifeGuide software provides to its users. The variety of offerings available within LifeGuide includes:

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

CompuOffice Software

Founded

1989

Country

Canada

Website

www.compuoffice.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 Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

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Intelligent Life Technologies Limited