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features
design
support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Our adaptable product framework allows you to create captivating products and experiences that resonate with your customers' needs. You can develop any kind of insurance offering tailored for specific regions and choose your preferred distribution methods. Whether you want to establish traditional lines of business or innovate for the future, you can do so with ease and minimal effort. At Socotra, we consider our platform to be dynamic software that evolves over time. As the pioneering true-cloud solution for insurance, we provide continuous, automatic, and complimentary upgrades. This ensures that Socotra consistently expands, incorporating new features and enhancements. Consequently, you receive fully functional, current software without disruptions or additional costs. From day one, Socotra is designed to be a ready-to-use product, eliminating the need to invest your valuable resources into a custom solution for your project. This enables you to begin configuring your insurance products immediately and experience tangible benefits right from the start. Ultimately, our goal is to empower you to focus on your core business while we manage the complexities of software evolution.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Coherent
Docusign
Salesforce
Varicent
Verified First

Integrations

Coherent
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

Socotra

Founded

2014

Country

United Statess

Website

www.socotra.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

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

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