Senior Life Launches New AgentSync Powered Agent Portal Enabling Agent Onboarding in Minutes
Previously, Senior Life's agent onboarding process was manual, requiring multiple rounds of back-and-forth between Senior Life and the agent. Despite prior efforts to make the process as efficient as possible, Senior Life approached AgentSync with the goal of creating one central workflow where each step of the onboarding process could be accomplished in minutes.
"Senior Life is a company founded by agents and run by agents," said
For agents, getting set up to work with Senior Life is easier than ever. With the new onboarding flow, agents simply enter their personal information, submit for a background check, provide an e-signature on the agent contract, and start selling in the states they're licensed in same-day. The entire process happens all within the same onboarding workflow on the new custom portal, built by AgentSync.
This first-of-its-kind portal brings about cost and time savings for both agents and Senior life. With this new process, agents self-select the states they plan to start doing business in and are able to get appointed in additional eligible states when their first piece of business is submitted.
"The producer onboarding flow that we've worked in partnership with Senior Life to develop completely eliminates any friction from the agent onboarding process. Improving and accelerating the onboarding experience is at the heart of the value we create for our carrier customers and we're eager to use our learnings from our work with Senior Life to help other carriers modernize and improve the process for everyone participating," said
To check out our self-serving onboarding portal, visit: https://go.agentsync.io/self-serve-onboarding-portal. To learn more about how we work with carriers, visit agentsync.io/insurance-carriers, or reach out to [email protected] to learn more.
About AgentSync
AgentSync powers rapid growth for insurance carriers, agencies, and MGAs by offering modern tools for producer management. With its customer-centric design, seamless APIs, and automation, AgentSync's products reduce friction, increase efficiency, and maintain compliance, ultimately helping to improve the broker onboarding, contracting, licensing, and compliance processes. Founded in 2018 by Niranjan "Niji" Sabharwal and
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SOURCE AgentSync


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