PCF Insurance Gains Operational Efficiencies Through Enterprise Agreement With AgentSync

PCF Insurance Services, a top 20 U.S. insurance brokerage firm, announced that it has signed an enterprise agreement with AgentSync, a leader in insurance producer and compliance management, as part of PCF Insurance’s strategic focus to drive comprehensive regulatory compliance and sustained organic growth through operational efficiencies.

“Our partnership with AgentSync advances our strategy to empower our people through continued investment in technology, and enhanced processes across the enterprise,” said Felix Morgan, CEO of PCF Insurance. “Throughout the implementation, we will enhance operational efficiencies, reduce risk and fuel growth.”

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AgentSync’s tech-enabled offerings aim to promote growth and compliance simultaneously. The company’s solutions provide data intelligence and streamlined onboarding and compliance management processes that reduce costs, increase efficiency, and get producers ready to sell in hours instead of weeks.

PCF Insurance will leverage AgentSync’s Manage platform and the ProducerSync application programming interface (API) to layer data into its customer relationship management solution.

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“By using AgentSync Manage and our ProducerSync API, the PCF Insurance team is going to have a comprehensive overview of producer data to make real-time business decisions,” said Niji Sabharwal, co-founder and CEO of AgentSync. “For this partnership, we’re leveraging automation and our CRM-native origins to help PCF Insurance scale while ensuring their growth is both speedy and compliant.”

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