6 Reasons to Explore Automated Compliance and Producer Management with AgentSync

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6 Reasons to Explore Automated Compliance and Producer Management with AgentSync


This put up is a part of a sequence sponsored by AgentSync.

The insurance coverage trade has been gradual to undertake digital-first frameworks for doing enterprise, and the a part of the enterprise that offers with compliance and regulation change administration much more so.

But, day-to-day, we’re seeing that pattern change. Someday this trickle of early adopters of insurance coverage compliance and producer administration tech will discover itself an entire flood as inside stakeholders and state regulators alike cease shopping for a shoulder shrug and a “that’s how we’ve always done it” as a convincing purpose for noncompliance.

With quite a lot of tech-based compliance options in the marketplace (and no, we’re not counting a digital spreadsheet as a tech-based compliance resolution, sorry, not sorry), why are extra firms turning to AgentSync? Stick with us and we’ll offer you six convincing causes.

1. Speed issues for producers, brokers, brokers, and shoppers

AgentSync Manage and Autopilot take an company’s or provider’s duties from hours of handbook knowledge entry, together with cross-referencing web sites and spreadsheets, to some minutes of exercise in a single platform.

Using APIs, cloud-native, and low-code tech options, AgentSync’s strong integrations and unparalleled knowledge accuracy breaks by the milieu of outdated legacy tech to revolutionize operations and compliance within the insurance coverage department of the monetary companies trade. This issues when the distinction between you and the competitors comes all the way down to speed-to-quote or speed-to-bind.

If you set your brokers and brokers on ice when you generate quotes, or worse, you ship straightforward quotes with zero license validation for assurance that it’s good, certified enterprise, you then danger dropping to a competitor. Or dropping enterprise to license verification missteps. Regardless, handbook compliance and handbook producer administration on this respect are straightforward methods to make a poor impression in your shoppers.

Since some traces of enterprise received’t see any direct connection between a provider and the top consumer till that first premium test is written, impressing them with correct and well timed enterprise processes is a should.

2. Reduce danger by placing fashionable compliance in every single place

If you’re already engaged on legacy tech, you don’t need your compliance resolution to look the identical: dated, advanced, custom-coded, and troublesome to make use of. Managing compliance “the way you always have” with gradual, handbook techniques means taking huge dangers: monetary, authorized, reputational, and extra.

AgentSync is dedicated to constructing insurance coverage infrastructure that’s present, computerized, and built-in into a company’s full tech stack. We constructed the first-of-its-kind API built-in with the trade’s supply of reality, giving our prospects a style of insurance coverage licensing and compliance knowledge up to date throughout all their techniques each day.

Our APIs weave compliance and agent administration by our prospects’ whole ecosystems, giving them the facility to cease violations earlier than they occur, and all with much less handbook hands-on time. By operating computerized license validation processes – no human contact needed except it comes again with a crimson flag! – you’ll be able to guarantee compliance at each level of the gross sales cycle, avoiding pricey regulatory errors, fee clawbacks, or, for adjusters, even fraudulent payouts.

3. Understand your knowledge and spend much less time saying, “however what does it imply?

It’s not nearly high quality knowledge – state variations in licensing and knowledge interpretation make 1:1 comparisons troublesome. AgentSync humanizes and contextualizes knowledge, explaining what it means state to state. For insurance coverage companies struggling to do extra with much less, this implies employees want fewer hours and fewer coaching to make sense of the knowledge at their fingertips, and may instantly act on it.

If you don’t perceive the significance of your employees taking speedy motion in your knowledge, perhaps you missed level No. 1, however we’ll reiterate right here, velocity equates to belief in lots of industries, so long as that velocity is paired with accuracy. With AgentSync’s integrations, and knowledge sourced each day from the trade’s supply of reality, it’s each/and.

4. Make change quick

Sometimes it is advisable to pivot in enterprise, and modifications of just about any sort really feel very dramatic if you’re strapped to legacy techniques like Wile E Coyote to an ACME weapon in a Roadrunner cartoon.

As the trade’s first cloud-native resolution, AgentSync has introduced low-code options to life, permitting us to nimbly deal with state regulatory modifications and customizations. By utilizing low-code fixes, we will change path in response to state modifications (like, for example, Texas’s and Kansas’s full overhauls of producer regulation in 2021) or to bespoke buyer wants.

5. Future-proof your enterprise

Late adopters to the automated compliance and producer administration pattern will discover themselves doing a cowboy shuffle on an empty dancefloor. Put one other method, at the moment’s tech is already figuring out tomorrow’s high canines within the insurance coverage trade.

We serve the fastest-growing firms in insurance coverage in addition to legacy companies, clearly demonstrating our capability to assist prospects use superior knowledge to develop and scale whereas decreasing danger and remaining compliant.

Good companies are dropping endurance with onboarding processes and distributors that take months to convey on new brokers after they know others can do it in weeks and even days. They don’t settle for that their operations division has to spend nights and weekends on handbook knowledge entry.

6. Join the long run

Our improvements have already modified trade expectations for compliance and agent administration, and we’re simply getting began.

Don’t simply take our phrase for it:

“When we were evaluating compliance technology solutions, the other products looked dated, bland, and didn’t seem to be customizable. They were hard to navigate around, and hard to read. AgentSync was the opposite. It felt cutting-edge and the interface was appealing to look at,” mentioned Matt Brockmeier, Business Development Specialist at Veterans United Insurance and an AgentSync buyer. “AgentSync showed a level of insurance industry expertise that we didn’t see in other vendors we were looking at. Some of them didn’t really seem that familiar with the industry.”

If you’re able to discover what the way forward for compliance and producer administration appear like on your group, take a look at a demo at the moment.

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