AgentSync

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. We directly integrate regulatory database sources of truth (i.e. NIPR, FINRA) w/ core business systems (i.e. Salesforce) so we can automate the critical business processes associated w/ 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 Benefits

 

 

Current Job Openings

Customer Success

Strategic Customer Success Manager
Denver, Colorado, United States

Engineering

Data Engineering

Operations

Revenue Operations Director
Denver, Colorado, United States

Product