AgentSync

What AgentSync does

AgentSync, founded in 2018 and headquartered in Denver, Colorado, is an insurtech company that builds compliance and producer-management infrastructure for the US insurance distribution chain. Its platform connects insurance carriers, agencies, managing general agents (MGAs/MGUs), and individual producers, automating the full producer lifecycle from onboarding through licensing, appointment, contracting, compliance monitoring, and termination. The core product, AgentSync Manage, is built natively on Salesforce Service Cloud and integrates directly with the National Insurance Producer Registry (NIPR) for real-time licensing data; this is supplemented by the ProducerSync API (a REST API exposing 200+ data points), AgentSync AutoPilot (a managed compliance service), an AgentSync Contracting module for carrier workflows, and a self-service onboarding portal.

The business operates primarily as a B2B SaaS subscription company with annual billing and order-form-based pricing, augmented by managed-services revenue from AutoPilot and add-on training packages. AgentSync sells to insurance carriers, agencies, and MGAs/MGUs through direct enterprise field sales complemented by self-serve producer onboarding, an API-first motion for technical buyers, and channel distribution via the Salesforce Reseller Program and the G2 marketplace. The company reports serving more than 100 customers, including 15 public companies, with logos spanning HUB, Lemonade, Hippo, Tokio Marine Highland, SageSure, Rippling, eHealth, and others across life, home, landlord, and surplus-lines insurance. AgentSync achieved unicorn status with a $1.2 billion valuation in December 2021 and remains privately held under venture ownership, with 251–500 employees.

Name

AgentSync

Legal name

AgentSync, Inc.

Website

https://agentsync.io

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

101–250 employees

Short description

AgentSync is a Denver-based insurtech providing SaaS infrastructure that automates insurance producer licensing, appointments, contracting, and compliance for carriers, agencies, and MGAs using real-time NIPR data integration.

Ownership category

akta.pro rank

Product category

Insurance Compliance Software

NAICS

Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242), Software Publishers (5132)

SIC

Insurance Agents, Brokers & Service (6411), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro industry

PRIMARYFSAEADAN

Insurtech-Enabled Brokerage (Digital Brokers & Aggregators)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Insurance Brokerage & Risk Advisory

Keywords

• Insurance compliance software
• Producer management platform
• Insurance licensing API
• Carrier appointment automation
• Insurance distribution compliance

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription Software (SaaS): AgentSync operates primarily as a SaaS subscription business, providing access to its producer management and compliance platform on a subscription basis. The subscription model includes software licenses, implementation, training, and technical support. The Terms & Conditions indicate subscription licenses are limited, non-exclusive, non-sublicensable, non-transferable, and non-revocable. Fees are based on services purchased rather than usage, with payment obligations non-cancelable and non-refundable.
2. Managed Services (AutoPilot): AgentSync offers managed compliance services through its AutoPilot product, where the company's experts handle producer licensing management on behalf of customers. This includes both internal agent license management and external agent appointment management. Pass-through costs for state fees and NIPR fees may be billed to customers in addition to service fees.
3. Training Services: AgentSync offers tiered training packages including Training Foundations, Live Training Lite, Live Training, and Live Training + Documentation. Training can be delivered virtually or in-person and is sold as an add-on to the core software subscription. Travel and expense costs are billed separately for in-person training.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels9 records

Core offering

AgentSync provides a cloud-based insurance producer management platform, built on Salesforce Service Cloud, that automates the full producer lifecycle — onboarding, licensing, carrier appointments, contracting, and compliance — for insurance carriers, agencies, MGAs, and MGUs using real-time NIPR (National Insurance Producer Registry) data integration. It sells both a software platform (AgentSync Manage), a standalone REST API (ProducerSync API), and a managed compliance service (AgentSync AutoPilot).

Product overview

AgentSync is an insurance compliance and producer management platform that offers a modular suite of products centered on automating the producer lifecycle. The core product is AgentSync Manage, a Salesforce-based producer management platform that provides real-time NIPR data integration for compliance management. This is supplemented by ProducerSync API for programmatic data access, AgentSync AutoPilot for managed compliance services, and AgentSync Contracting for carrier contracting workflows. Additional modules include Hierarchy Management for distribution channel modeling, a Self-Service Onboarding Portal for agent onboarding, and Salesforce Shield for enterprise security. The platform connects carriers, agencies, MGAs, and producers to improve growth, efficiency, and compliance within the US insurance industry.

Differentiator

Problem solved

Functional benefit

Products and services

• AgentSync Manage Cloud-based insurance producer management software built on Salesforce Service Cloud that enables insurance carriers, agencies, and MGAs to streamline onboarding, licensing, appointments, terminations, and distribution channel management with real-time NIPR data integration.
• ProducerSync API A standalone REST API product that exposes more than 200 data points on producer licensing, carrier appointments, and adjuster licensing for embedding into MGAs', agencies', and carriers' existing technology stacks, with sub-1.1s NPN data retrieval and 99.9% success rate at up to 500K simultaneous transactions.
• AgentSync AutoPilot Managed compliance service in which AgentSync's experts handle producer license management, renewal, and carrier appointment processes on behalf of carriers, agencies, and MGAs, including internal agent license management and external agent carrier appointment management.
• AgentSync Contracting Carrier contracting workflow product that streamlines how agencies and their producers complete carrier contract assignments, combining carrier contracting requirements with producer data, packaging submissions to carriers via NIPR sync, e-signature, and SFTP, with daily license updates.

Quantifiable outcome

• Up to 100x improvement in producer-to-administration ratios
• +9 more outcomes

Named customers20 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature8 records

Partnerships

Three partnerships are on record, tiered core.

• FinveracoreStrategic or Co-development Partner · 4 November 2021AgentSync acquired Finvera, a cloud-based identity verification platform, in November 2021. Finvera verifies licensed insurance brokers and was acquired to improve broker onboarding and verification processes. The acquisition enhanced AgentSync's platform for producer management and efficiency in connecting brokers with insurance carriers.
• National Insurance Producer Registry (NIPR)coreTechnology or IntegrationNIPR owns and operates the Producer Database (PDB) and NIPR Gateway, containing licensing and regulatory information on insurance companies and producers. AgentSync integrates directly with NIPR as a primary data source, using NIPR data in its compliance workflows. Customer use of NIPR data is subject to NIPR Use Agreement, NIPR Pass-Through Terms, and Fair Credit Reporting Act requirements.
• Salesforce (via Salesforce Reseller Program)coreChannel Partner/ Reseller/ DistributorAgentSync's Manage platform is built on Salesforce Service Cloud and distributed through Salesforce's reseller program. AgentSync can sell Salesforce Platform licenses alongside its software. The platform syncs producer data between customer Salesforce instances and NIPR. Salesforce Shield (Platform Encryption and Field Audit Trail) is available as an optional add-on for customers requiring enhanced security and audit capabilities.

Scale indicators11 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Vertafore: Vertafore (owned by Roper Technologies) offers producer management and compliance solutions including Sircon, the most direct legacy competitor to AgentSync Manage for licensing, appointments, and CE tracking in the US insurance distribution market.
• Applied Systems: Applied Systems is the dominant agency management system (Epic, TAM, EZLynx) used by US insurance agencies; it overlaps with AgentSync on producer data, compliance, and downstream carrier connectivity, making it both a competitor and a potential integration partner.
• Ivans (Applied Systems): Ivans operates industry-standard download and connectivity networks for insurance agencies and carriers, directly competing with AgentSync's data-exchange and compliance synchronization capabilities between producers, agencies, and carriers.
• NowCerts: NowCerts is an insurance comparative rater and agency management platform that handles producer licensing and appointment workflows, competing with AgentSync for the same mid-market insurance agency customer.
• HawkSoft: HawkSoft is an agency management system for independent insurance agencies with integrated producer management and carrier appointment features, directly comparable to AgentSync's agency-tier offering.
• Zywave: Zywave provides insurance distribution and agency management software including producer onboarding and compliance tools; it competes with AgentSync in serving MGAs, agencies, and carriers with workflow automation.

Broad incumbents

• Salesforce Industries (Financial Services Cloud): Salesforce is AgentSync's underlying platform vendor and a broad incumbent in financial services CRM; Salesforce could expand native insurance producer compliance functionality, potentially encroaching on AgentSync's niche.
• Guidewire Software: Guidewire is a major core systems provider for insurance carriers and could expand into producer management and compliance workflows, positioning it as a broader incumbent competitor to AgentSync at the carrier level.
• Duck Creek Technologies: Duck Creek provides core insurance software suites for carriers and could extend into producer lifecycle and compliance modules, competing with AgentSync at the enterprise carrier tier as part of a broader platform play.

Emerging players

• SuranceBay: SuranceBay provides producer onboarding, contracting, and compliance software for carriers, agencies, and MGAs, with substantial overlap to AgentSync's Contracting and AutoPilot offerings in US life and health insurance distribution.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/agentsync
• LinkedInlinkedin.com/company/agentsync
• Instagraminstagram.com/agentsync.io
• Facebookfacebook.com/agentsync

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries1 record

Funding overview

Funding rounds5 records

Investors10 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AgentSync