Thesis
Insurance & Risk Management
Strategy
Growth
Stage
Growth
Headquarters
Denver, USA

AgentSync is where Producer Management & Compliance meet technology & automation. AgentSync is a powerful, easy-to-use Compliance as a Service solution, built 100% on Salesforce. AgentSync directly integrate regulatory database sources of truth (i.e. NIPR, FINRA) with core business systems (i.e. Salesforce) automating the critical business processes associated w/ these compliance requirements.