AgentSync

AgentSync is an automated Producer Management and Compliance service.

AgentSync is a Compliance as a Service solution built 100% on Salesforce. It directly integrates regulatory database sources of truth (i.e. NIPR, FINRA) with core business systems (i.e. Salesforce) so it can automate the critical business processes associated with these compliance requirements.

In August 2020 AgentSync announced it had raised $4.4m in Seed funding, in a round led by Elad Gil and Caffeinated Capital. The company also revealed that it had scaled to $1.9m ARR at the time of the announcement, and that it was planning on expanding its team from 17 to 22 by the end of the year.

In December 2020 AgentSync raised $6.7m in new "Seed-extension" funding, just a few months after it raised $4.4m in August. AgentSync has seen its revenue scale 4x since the pandemic began, and 10x in the last 12-months. The company is bringing forward its 2021 hiring plans as it aims to scale its selling process.

The company raised a Series A of $25m in March 2021, eith Craft Ventures and Elad Gil leading the round.

In December 2021 Producer management tool provider AgentSync became a Unicorn after raising $75m at a $1.2bn valuation. Since raising its first Seed round 17 months ago, the company has seen 3.5x YoY ARR growth, and seen its valuation grow 55x. The new funds will be used to meet demand and scale product development for existing and new solutions.

During September 2022 launched AgentSync ID, which the company calls a dynamic online insurance producer profile. It was created to transform the onboarding and compliance experience that carriers and MGAs deliver to their agents. The launch was announced at the InsureTech Connect in Las Vegas.

AgentSync was founded in 2018 and is headquartered in Denver, Colorado, USA.