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
No
API Access
Has API
No
Integrations
Docusign
Yes
Equisoft/centralize
No
Equisoft/connect
No
Equisoft/manage
No
Salesforce
Yes
Varicent
Yes
Verified First
Yes
Integrations
Docusign
No
Equisoft/centralize
Yes
Equisoft/connect
Yes
Equisoft/manage
Yes
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
No
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
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