Your entire compliance back office, automated.
Manage is a producer compliance system of record that keeps thousands of producers licensed, appointed, and audit-ready so your team can stop chasing paperwork and start managing by exception.
SOC 2 Type II compliant- Real-time NIPR & FINRA Sync
- Salesforce AppExchange registered ISV partner
License and appoint. From one to a thousand.
Tell Manage where a producer should be selling and what they should be selling. It works out what they already hold, what’s missing, and what’s eligible, then files the lot with NIPR.
- 1
Set the target
Define where and what a producer needs to sell. Choose the states and lines of business for one producer or an entire team.
- 2
Check eligibility
Manage compares the target against existing licenses and appointments, removing anything that doesn’t qualify before submission.
- 3
Submit together
Select, create and send licenses and appointments to NIPR in one run, across producers, states and lines of business.
Pay to appoint producers only where they actually sell.
Carriers pay a state fee for every appointment, even when a producer never writes a policy there. Manage holds the appointment until the first policy is written, then files it with NIPR.
- MRM. RiveraNPN 17449305 · Vertex GroupLicensed inIn ManageTX · P&COK · P&CNM · P&CFL · P&CGA · P&C
Synced from NIPR · 5 licenses, 0 appointments
01Producer onboarded
Their record is in Manage with every state they’re licensed in.
- Appointment queueNationwide
- TXAppointment · P&CHeld
- OKAppointment · P&CHeld
- NMAppointment · P&CHeld
3 transactions waitingState fees: $0
02Appointments queued
One transaction per state, held for submission. No fee yet.
- First policyFrom policy admin
PA-4821314 Sep, 09:58
Personal auto · TX · written by M. Rivera
TX appointment released for filing03First policy written
When business is written, Manage files the appointment with NIPR.
- NIPR transactionsAutomatic
TXFiled · 14 Sep, 10:02- OKHeld
- NMHeld
One fee paid, where the business is. Nobody touched it.
04Filed to NIPR
The held appointment releases automatically. Nobody touches it.
Compliance where your team already works.
AgentSync Manage enables insurance carriers, agencies, and MGAs to seamlessly navigate state compliance nuances and drive greater efficiencies in producer workflows.
Credential sync
- NIPR credential sync
- Producer records reconciled with NIPR in real time.
- FINRA credential sync
- Securities registrations kept current alongside insurance.
- Bulk NIPR transactions
- Process thousands of producers in a single run.
Licensing
- New state licences
- Apply for non-resident licenses across all 50 states.
- State licence renewals
- Automated, deadline-aware, before anything lapses.
- Resident licencing
- Track and maintain home-state licenses and LOAs.
Appointments & contracting
- Appointments
- File, renew, and terminate carrier appointments by state.
- Producer contracting
- Manage carrier contracts and their full lifecycle.
- Background checks
- Initiate and track screenings within the record.
Producer management
- Producer assignments
- Route producers to teams, hierarchies, and OMs.
- Contact info changes
- Self-service updates that flow straight to NIPR.
- Document uploads
- E&O certs, voided checks, and W-9s attached to the record.
Compliance & CE
- Compliance scorecards
- A live readiness score per producer, team, and book.
- CE tracking
- Continuing-education hours monitored against state rules.
- Automated notifications
- Producers nudged before deadlines—no manual chasing.
Reporting & dashboards
- Native reports
- Built on Salesforce reporting—slice by any field.
- Compliance dashboards
- Executive-ready views of readiness and risk.
- Audit trail
- Every filing and change, timestamped and exportable.
Manage Highlights
The AgentSync team bakes state DOI regulatory changes into our products as soon as they’re in effect. That’s 300+ updates handled automatically each year—No work required from your team.
Whether your organization is growing, restructuring its distribution channels, or managing seasonal volume fluctuations, Manage meets you where you’re at.
Manage eliminates compliance-related complexity in distribution channel management processes for leading insurers. Automate manual steps, break down silos, and retire those spreadsheets, freeing your team to focus on company goals.
Built on Salesforce. Not sold with it.
Manage runs on the Salesforce platform. What that means for you depends on whether you already run Salesforce.
registered ISVpartnerSalesforce registered ISV partnerQIf you are running Salesforce?
It installs into your org
Manage is a managed package from the AppExchange. Your users, your permission sets, your reports and dashboards. Compliance data lives on your own objects, so there’s nothing to export and nowhere new to log in.
QNot running Salesforce?
You’ll never need to purchase a license
You contract with AgentSync only. We stand up and run the environment for you, and your team logs in to Manage. Onboarding, Contracting and Hierarchies run on AgentSync’s own web application either way.
“AgentSync [Manage] gives us the ability to scale up, stay fully compliant, and incredibly efficient. When we bring a new partner on board, we can credibly say, ‘I can deliver a team as a regional player or even nationwide on a predictable timeline.’ And it makes our partners look like heroes.”
Chris Raebel
VP of Sales at Salelytics
Onboarding gets them ready. Manage keeps them that way.
The two products are part of one continuous journey. AgentSync Onboarding activates a producer in minutes and Manage runs their compliance for the remainder of their relationship with your business.
AgentSync Onboarding
A consumer-grade producer experience that takes someone from invite to appointed and ready to sell in minutes. The producer-facing front door.
Explore Onboarding
AgentSync Manage
The back-office system of record that keeps every producer licensed, appointed, and audit-ready inside Salesforce — for the life of the relationship.
See the capabilities
See Manage in action
Book a walkthrough and we’ll show NIPR sync, licensing and appointing in one workflow, and the compliance scorecard on real producer data.
No commitment- Live in as little as 30 days
Frequently asked questions
Answers to common questions about AgentSync Manage. If you have any other questions, please don’t hesitate to contact us.
