AgentSync Stock
AgentSync is a Producer Management Platform used for broker onboarding, licensing, and compliance requirements.
Sign up today and learn more about AgentSync Stock
Invest in or value your shares in one or many pre-IPO companies through an EquityZen investment vehicle.
About AgentSync Stock
AgentSync is where Producer Management and Compliance meet smart technology and automation. AgentSync is a powerful, easy-to-use Compliance as a Service solution. It directly integrates regulatory database sources of truth (i.e. NIPR, FINRA) with core business systems (i.e. Salesforce) so they can automate the critical business processes associated with these compliance requirements. We’re a new-school solution tackling an age-old, ubiquitous problem with smart technology & automation in a market full of old-school, inefficient, high-cost solution options - spreadsheets, manual processes, legacy software, more headcount, outsourcing, etc. AgentSync was founded in 2018 and is headquartered in Denver, Colorado, USA.
Funding History
August 2020 | $4.4M |
---|---|
December 2020 | $6.7M |
March 2021 | $25.0M |
December 2021 | $75.0M |
Management
Co-Founder & CTO
Jenn Knight
Co-Founder & CEO
Niranjan Sabharwal
Head of Product
Cameron Nordholm
COO
Brandon Naber
Press
globenewswire - Mar, 15 2024
AgentSync Named “Best InsurTech Startup” in 8th Annual FinTech Breakthrough Awardscoverager - Feb, 29 2024
Join the Future: 6 Reasons to Explore Automated Compliance and Producer Management with AgentSyncprnewswire - Feb, 8 2024
Assurance IQ Chooses AgentSync to Provide Excellent Agent Experienceprnewswire - Jan, 30 2024
Pathpoint, AgentSync Unite for Superior Client Experienceprnewswire - Jan, 23 2024
AgentSync Launches API to Streamline Insurance Producer Onboarding and Compliance