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
Evolution is crafted specifically for agents, making it a cost-effective solution. Regardless of what products your clients seek, an innovative agency management system is essential to efficiently manage your business operations. With a robust client application that features quoting, claims, and payment capabilities, your clients can conveniently access their policies anytime and anywhere they wish. eVo stands out as a thorough and budget-friendly agency management system, equipped with an array of cutting-edge features. If you're prepared to enhance your management capabilities with eVo, or if you would like additional information, please reach out to us. Your satisfaction remains our utmost priority during these challenging times, and we are available to address any inquiries you may have. Don't hesitate to get in touch with us regarding any concerns. The system also includes a secured hierarchical structure, seamless integration with DocuSign, compatibility with Microsoft Outlook, a mobile app for clients, and in-platform texting features to streamline communication. These elements combine to create a powerful tool designed to elevate your agency's efficiency and client satisfaction.
API Access
Has API
No
API Access
Has API
No
Integrations
Docusign
No
Salesforce
No
Varicent
No
Verified First
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$200 per month
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
Yes
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
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
Evolution Agency Management
Founded
2006
Country
United States
Website
www.my-evo.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
Yes
Commission Management
Yes
Contact Management
Yes
Document Management
Yes
Insurance Rating
No
Life & Health
Yes
Policy Management
Yes
Property & Casualty
Yes
Quote Management
No