List of AgentSync Manage Customers
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United States
Since 2010, our global team of researchers has been studying AgentSync Manage customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased AgentSync Manage for Governance, Risk and Compliance from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using AgentSync Manage for Governance, Risk and Compliance include: Insurica, a United States based Professional Services organisation with 700 employees and revenues of $105.0 million, Service Insurance Companies, a United States based Insurance organisation with 150 employees and revenues of $35.0 million, M3 Insurance Solutions, a United States based Insurance organisation with 200 employees and revenues of $20.0 million and many others.
Contact us if you need a completed and verified list of companies using AgentSync Manage, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The AgentSync Manage customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Insurica | Professional Services | 700 | $105M | United States | AgentSync | AgentSync Manage | Governance, Risk and Compliance | 2024 | n/a |
In 2024, Insurica implemented AgentSync Manage as a License and Compliance Management application to centralize producer licensing and compliance across multiple branches in the United States. The deployment targeted producer licensing administration and compliance operations across Insurica's branch network, with an emphasis on visibility and elimination of license lapses.
The AgentSync Manage implementation configured core modules for licensing record management, automated license expiration monitoring, compliance workflow orchestration, and onboarding automation. Configuration emphasized rule based license monitoring and notification workflows and included dashboards to surface producer licensing status to compliance and branch managers.
Implementation took three months and included an integration with Insurica's HR process to onboard licensed new hires within 24 hours, enabling automated provisioning of licensing records and immediate compliance checks. Operational coverage spanned compliance, HR, and branch operations across the US market, with the system used to track producer credentials and license status centrally.
Governance changes established a centralized licensing administration function, standardized renewal and audit workflows, and instrumented alerting to prevent lapses. Outcomes reported include rapid ROI and zero license lapse outcomes in the US market and acceleration of producer onboarding timelines to under 24 hours.
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M3 Insurance Solutions | Insurance | 200 | $20M | United States | AgentSync | AgentSync Manage | Governance, Risk and Compliance | 2020 | n/a |
In 2020 M3 Insurance Solutions implemented AgentSync Manage in the Producer Licensing category to take control of producer licensing previously handled through a vendor black box process. AgentSync Manage was deployed to provide real time visibility and automation for producer onboarding and renewals across the US market.
The implementation focused on licensing lifecycle automation within AgentSync Manage, including onboarding workflows, renewal tracking, license status monitoring, document capture, and rules-based validation to enforce appointment and compliance requirements. Configuration emphasized automated notification and task orchestration to accelerate new-producer readiness and to centralize license artifacts for auditability.
Operational coverage targeted M3 Insurance Solutions recruiting and compliance workflows for producers in the United States, and the platform was used to scale licensing operations without adding headcount. Since going live M3 Insurance Solutions increased licensed producers from 125 to approximately 350 while accelerating new-producer readiness to as little as one week in the US market.
Governance changes included centralized license oversight inside AgentSync Manage, standardized onboarding and renewal processes, and persistent license status visibility for compliance teams. The deployment positioned AgentSync Manage as the primary system of record for producer licensing and ongoing appointment management.
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Service Insurance Companies | Insurance | 150 | $35M | United States | AgentSync | AgentSync Manage | Governance, Risk and Compliance | 2021 | n/a |
In 2021, Service Insurance Companies implemented AgentSync Manage, Apps Category . The deployment centralized producer appointment and license verification workflows across all 50 states in the United States. The full application name AgentSync Manage is used to shift manual compliance tasks to automated processes for producer lifecycle management.
Implementation concentrated on automating producer appointments and license verification capabilities in AgentSync Manage, including appointment initiation, credential validation and status tracking aligned to state requirements. Configuration emphasized state-specific rulesets and audit-ready reporting to improve accounting visibility tied to producer records.
Operational scope covered a small central compliance team and a nationwide rollout across all 50 states, enabling the team to scale state appointments from a weekend task to minutes. The implementation governed producer onboarding and ongoing licensing workflows, bringing consistent process controls to producer management across the United States.
Governance and process change reoriented compliance work toward automated appointment and verification workflows, reducing manual work and dramatically lowering market-conduct risk, while improving reporting and accounting visibility as recorded after going live in 2021.
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