AgencyRoot

AgencyRoot

– Crop insurance made easy for insurance agency– Includes a full prospecting and customer management system– CRM platform that can read policy data from all 16 USDA Approved Insurance Providers in the United States
 AgentSync

AgentSync

– An automated Producer Management and Compliance service built 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…