Updated:
AgentSync
AgentSync provides a modern insurance compliance platform that automates the producer lifecycle for carriers, MGAs, and agencies.
AgentSync
AgentSync provides a modern insurance compliance platform that automates the producer lifecycle for carriers, MGAs, and agencies. The company's software integrates with NIPR data to enforce state producer licensing and appointment requirements. The platform spans producer onboarding, license monitoring, appointment management, and compliance reporting. AgentSync reports a 99.9% success rate on up to 500,000 simultaneous NPN transactions with retrieval times under 1.1 seconds. The system tracks over 302 regulatory changes and delivers up to a 100x improvement in producer-to-administration ratios. Known customers and partners include Jay Moyer, Rick McCathron, Lisa Ruzzi, and Jim Mastowski. AgentSync operates out of Denver, United States. The firm does not publicly disclose headcount, AUM, or deployment figures. Its client base includes insurers and MGAs across North America, as indicated by case-study testimonials from leaders at large carriers. Structurally, AgentSync is a software company, not a capital allocator. Its differentiation lies in combining direct NIPR data integration with a subscription-based model, eliminating manual compliance workflows. There is no disclosed relationship with any family office or asset manager.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Denver
Corporate office
Denver, CO, United States
Principals
Jay Moyer
VP, Director of Marketing
Rick McCathron
President
Lisa Ruzzi
Surplus Lines Filing and Compliance Manager
Jim Mastowski
President & Chief Information Officer
Sector focus
Frequently asked questions
How does AgentSync ensure insurance licensing compliance in real time?
AgentSync integrates directly with NIPR data to automatically enforce state producer licensing and appointment regulatory requirements. The platform updates in real time as states change rules, tracking over 302 regulatory modifications (per the firm website).
What types of insurance companies use AgentSync?
AgentSync serves carriers, managing general agents, and agencies. The platform is designed for organizations that distribute insurance through a network of producers and need to manage compliance at scale.
Does AgentSync offer a product beyond producer licensing?
The core AgentSync platform automates the entire producer lifecycle, including onboarding, license monitoring, appointment management, and compliance reporting. No separate products for claims or underwriting are disclosed.
How much does AgentSync cost?
AgentSync does not publicly disclose pricing. Typically insurtech compliance platforms charge on a per-producer or per-transaction basis, but no published rate card exists.
Who are the investors or backers of AgentSync?
AgentSync does not publicly list investors. The firm's website features testimonials from industry executives but does not disclose equity ownership or funding rounds.
Where is AgentSync headquartered?
AgentSync is based in Denver, United States. No additional offices are listed on the company's contact page.
What is the typical time to implement AgentSync?
AgentSync claims a 95% improvement in ready-to-sell timelines, but does not provide a specific implementation duration. Typical regtech onboarding for compliance software ranges from weeks to months depending on data migration and integration complexity.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: