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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Choose INSXCloud as your go-to platform for both on-exchange ACA health plans and off-exchange supplemental coverages, including options for dental, vision, accident, and short-term medical. Since the Federal Marketplace was launched in 2014, INSXCloud has been a valuable resource for agents, agencies, and issuers, facilitating the quoting and enrollment processes for individuals and families seeking Affordable Care Act coverage along with ancillary health options. Over the years, we have successfully helped agents and issuers enroll more than 2 million members in a variety of health, dental, vision, and supplemental plans. With our EDE version, e-Commerce is tailored to your needs, enabling both agent-led and direct-to-consumer enrollments. By partnering with us, you retain full control over your marketing strategies, ensuring that your messaging resonates with clients. Our platform also features convenient tools like an enhanced provider lookup to find doctors accepting specific plans and a 'Pay Now' feature available for numerous carriers, streamlining the payment setup for your clients. Additionally, this user-friendly interface makes it easier than ever for you to manage your clients’ healthcare needs efficiently.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 
Salesforce Yes 
Varicent Yes 
Verified First Yes 

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 Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

AgentSync

Founded

2018

Country

Denver, Colo.

Website

agentsync.io

Vendor Details

Company Name

My1HR

Founded

2011

Country

United States

Website

www.insxcloud.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

Insurance Agency Management

Claims Management No 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating No 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management Yes 

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