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What is Sentry?

Sentry is an innovative management platform tailored to simplify the administration of insurance policies for modern insurance professionals. Acting as an essential ally for agents who aim to showcase their expertise and uphold a standard of professionalism, it prioritizes both security and cutting-edge technology. This policy management system is designed to enhance the skill set of contemporary insurance agents, driving them toward greater achievements. It provides a comprehensive suite of tools that facilitate outstanding service delivery, allowing agents to stay organized, save time, improve communication with clients, and much more. By utilizing Sentry, agents can adeptly maneuver through the intricacies of the insurance sector, all while fostering strong and enduring client relationships. Ultimately, Sentry empowers agents to not only meet but exceed their clients' expectations, positioning them for long-term success.

What is AgentSync?

AgentSync develops contemporary insurance infrastructure aimed at simplifying complexities and enhancing efficiencies in managing producers and ensuring compliance. By refining your processes for broker onboarding, contracting, licensing, appointing, and compliance, AgentSync’s user-focused design, integrated APIs, automation features, and exceptional customer support help you expand your business, deliver a remarkable experience to producers, and avoid regulatory infractions. The cornerstone of AgentSync’s offerings, Manage, helps to minimize compliance-related expenses and proactively averts regulatory issues. This tool streamlines the often cumbersome administrative tasks involved in confirming that agents possess the necessary appointments and state licenses for selling insurance. Through the automation of these functions, AgentSync significantly alleviates the intricacies associated with the insurance sales process, allowing businesses to operate more smoothly.

Media

Media

Integrations Supported

Integrations Supported

Docusign
Salesforce
Varicent
Verified First

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Sentry Insurance

Date Founded

2017

Company Location

United States

Company Website

sentryims.com

Company Facts

Organization Name

AgentSync

Date Founded

2018

Company Location

Denver, Colo.

Company Website

agentsync.io

Categories and Features

Insurance Agency Management

Claims Management
Commission Management
Contact Management
Document Management
Life & Health
Policy Management
Property & Casualty
Quote Management

Categories and Features

Commercial Insurance

Broker / Agent Portal
Document Management

Health Insurance

Not specified

Insurance

Not specified

Insurance Agency Management

Document Management
Life & Health
Property & Casualty

Life Insurance

Not specified

P&C Insurance

Broker / Agent Portal
Document Management

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