CEO
Profile summary: BS in Marketing at American University - Kogod School of Business
AgentSync
AgentSync provides a cloud-native platform that automates producer management and compliance for insurance carriers, agencies, and MGAs, ensuring accurate and actionable data access. This technology reduces operational inefficiencies and compliance risks, enabling organizations to scale their distribution channels effectively.
- Enterprise Software
- Financial Technology
- Insurance Technology
- Software Only
Updated 6 months ago
Funding
Raised to date
$161.1MRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
across 5 rounds
+7$50M · Series B Extension
Announced Oct 2023
Disclosed cumulative: $161.1M
5/5
RoundDateAmountValuationInvestors
Founders
Product
Problem
Insurance carriers, agencies, and MGAs face challenges in managing producer compliance, including keeping up with regulatory changes, managing licensing and appointments, and ensuring data accuracy across distribution channels. Manual processes are time-consuming, costly, and prone to errors, leading to compliance risks and operational inefficiencies.
Solution
AgentSync provides a cloud-native platform that automates insurance producer management and compliance. The platform offers a single source of truth for producer data, streamlining onboarding, licensing, and appointment processes. By integrating regulatory updates and automating compliance checks, AgentSync reduces operational costs, minimizes risk, and enables organizations to scale their distribution channels efficiently. The platform's API stack facilitates seamless data flow into existing internal infrastructure, ensuring continuous compliance checks throughout the entire producer lifecycle.
Target Audience
AgentSync primarily serves insurance carriers, agencies, and MGAs/MGUs seeking to streamline producer management, automate compliance processes, and improve data visibility across their distribution channels.
Features
- Automated producer onboarding workflows with integrated compliance checks
- Real-time license verification through direct NIPR integration
- Automated appointment management, including renewals and terminations
- Customizable dashboards and reports for distribution channel visibility
- API access for integrating producer data into downstream systems
- Compliance monitoring with proactive alerts for regulatory changes
- Integration with background check providers
- Tailored agent portal for streamlined communication and self-service