AgentSync Manage review: pricing, NIPR filing and features
AgentSync Manage keeps producer licenses, appointments and continuing education (CE) in one place and checks them against NIPR every day. It also files new licenses, renewals, appointments and terminations through the NIPR Gateway.
It fits carriers, agencies and MGAs that run on Salesforce, since Manage lives inside it. It's priced by quote, and setup is billed as a separate project.
- Best for
- Carriers, agencies and MGAs that run licensing inside Salesforce
- Price
- Quote only. Setup is billed as its own project
- State and NIPR fees
- You pay them from your own NIPR payment account
- NIPR sync
- Daily, from the NIPR Producer Database
- License filing
- New licenses and renewals through the NIPR Gateway
- Appointments
- Files appointments and terminations, one at a time or in bulk
- Carrier contracting
- A separate product, AgentSync Contracting
- Demo or trial
- Live and recorded demos. No trial
Our take
Manage suits a carrier, agency or MGA with a licensing team big enough to run producer compliance as a system, not a side task. It goes past tracking. It files license applications, renewals, appointments and terminations, and it can hold a just-in-time appointment until business comes in.
The limit that matters most is Salesforce. Manage runs inside it, so you either buy a Salesforce license through AgentSync or install Manage in your own org, and setup is a scoped project. Carrier contracting and multi-level hierarchies are sold as separate products.
Pros
- Files licenses, renewals, appointments and terminations through NIPR
- Bulk appointing and bulk terminating
- Holds just-in-time appointments until new business comes in
- Scorecards show where each producer should be licensed
- FINRA and NIPR data in one profile for variable lines
- Producer portal for documents and background checks
Cons
- No published price, and setup is billed as its own project
- Requires Salesforce
- Carrier contracting and hierarchies are separate products
- No refunds, and you can't cut licenses during a term
- Documents and attachments aren't moved over at setup
Plans and pricing
- How it's priced
- Quote only. An Order Form sets your user licenses and fees, which don't change with how much you file
- What sets the price
- The services you buy and the number of admin and view-only users
- Who pays
- The carrier, agency or MGA. Producers pay nothing
| Fee | Amount | Who pays |
|---|---|---|
| State license and appointment fees | Set by each state | You, from a NIPR payment account you set up |
| NIPR transaction fees | NIPR's rates, passed through | You |
From AgentSync's terms and implementation guide, checked October 2026. NIPR calls the payment account an EFT account.
Good to know before you buy
- Implementation is a separate project with its own statement of work.
- Training packages cost extra. Training Foundations has to come with any other package.
- Manage runs on Salesforce. You buy that license through AgentSync, or you keep your own org and pay Salesforce for extra storage.
AutoPilot, the managed service
AgentSync staff can run onboarding, licensing and appointments inside your Manage account. A request starts within five business days once you send what they need. If a filing has to go straight to a state or NIPR, those fees are invoiced to you.
NIPR and state filing
- Connection to NIPR
- Direct. Pulls from the Producer Database and files through the NIPR Gateway
- How often it syncs
- Once a day. NIPR updates its database after hours on weeknights
- States covered
- Each state that accepts a given transaction through the Gateway
What it pulls from NIPR
- The full producer report when you add a National Producer Number (NPN)
- Daily license and appointment changes
- Daily regulatory action notices
What it files for you
- New license applications
- License renewals
- Appointments
- Terminations
You must register with NIPR before you use Manage. The terms also require each producer's written consent before you use that producer's NIPR data.
Licenses and credentials
License types
- Producer licenses
- Agency licenses
- Lines of authority
- Variable lines, with FINRA data in the same profile
Other credentials tracked
- Continuing education
- Background checks
- Producer documents
- State and carrier product training
CE records follow each resident state's rules, and producers get reminders to finish. Course completions can flow in from AgentSync Learn, a separate product run with WebCE.
Compliance scorecards show the states and lines of authority where each producer should be licensed. Setup includes up to 100 of them.
Appointments and terminations
- How appointments are filed
- Sent through the NIPR Gateway, one at a time or in bulk
- States
- Each state that takes appointments through the Gateway
- Terminations
- Single or bulk, through the Gateway
- Just-in-time appointing
- The appointment waits until you release it, or until new business arrives from a carrier's policy system
- List-only states
- Tracks agents writing business in states that keep a list of agents instead of appointments
Contracting and onboarding
- Carrier paperwork
- AgentSync Contracting, sold separately, fills carrier forms for e-signature and sends data by secure email or encrypted file transfer. One producer can go to several carriers at once, but not many producers in one send
- Ready-to-sell check
- Eligibility checks run before an action is sent. A Ready to Sell status lives in the separate Hierarchies product
- Producer portal
- Producers see their licenses and appointments, update details, upload documents and finish background checks
- Who pays for contracting
- The organization that licenses it. Producers pay nothing
Hierarchies and roles
Each agent's link to an agency loads with the producer data. Multi-level hierarchies and commission levels need Hierarchies, a separate product with screens inside Manage.
- User roles
- Customer administrator with full edit and delete rights, and view only
Alerts and renewals
Alerts and reports
- Regulatory action notices from NIPR every day
- Reminders to producers to finish CE, background checks or documents
- Two task and two email automations set up for you
- 50 standard reports and six dashboards, plus up to 10 custom reports and one custom dashboard
Integrations
| Connects to | Type | Direction | What it does |
|---|---|---|---|
| NIPR Producer Database | NIPR | In | The full report for each new NPN, then daily changes |
| NIPR Gateway | NIPR | Out | License applications, renewals, appointments and terminations |
| Salesforce | CRM | Runs inside it | Manage is a Salesforce package, in AgentSync's org or yours |
| FINRA | Regulator data | In | Variable lines data in the same producer profile |
| AgentSync Contracting | Contracting | Both ways | Keeps the two products in sync when you license both |
| Carrier policy systems | Carrier | In | New business can release a held appointment |
| AgentSync Salesforce APIs | API | Varies | Your team builds other connections with middleware or code |
| Single sign-on | Login | In | Sign in through your identity provider, with up to 10 hours of setup help |
Getting started
Book a demo
AgentSync walks through Manage live. Recorded demos are also on its site.
Sign the Order Form
It sets your user licenses. Implementation is scoped in a separate statement of work.
Register with NIPR
Set up your NIPR registration and payment account. Name a project manager and an executive sponsor.
Load producers by NPN
Fill in AgentSync's template with producer details, NPNs and agency links. Clean out duplicates first, and plan to move documents yourself.
Go live and train
The project runs through design, testing and go live, then a settling-in period with weekly calls. Your team takes AgentSync Academy courses along the way.
Email and phone support runs weekdays from 7 a.m. to 6 p.m. in Mountain Time, and the help center is always open.
Security
How producer data is protected
- SOC 2 Type II report
- Audit reports on written request, once a year
- Extra encryption on up to 15 fields, with a log of every change
- Multi-factor login with Salesforce Authenticator
- SAML single sign-on
- Hosted on Salesforce, which sets uptime and disaster recovery
Contract and your data
- Term
- Set in your Order Form
- Renewal
- Renews on its own for 12 months at a time
- Notice
- 30 days before the term ends
- Refunds
- None, and you can't cut licenses mid-term. Prepaid fees come back only if you end it over a breach AgentSync didn't fix
- Late payment
- 1% a month. Service can stop once a bill is 30 days late, after 10 days notice
- Your data when you leave
- You own it. Download it within 30 days of the end, since AgentSync deletes it after that unless you buy a data retention addendum
- Terms
- Arbitration in Denver under Delaware law
From AgentSync's terms and conditions, checked October 2026.
What users say
What reviewers say most often, as of October 2026.
What users like
- The direct NIPR connection saves manual lookups
- The service team is quick to help
- Licensing work takes less time
What users dislike
- The price feels high to some teams
- Setup takes time to learn
- Billing questions can be slow to sort out
AgentSync Manage alternatives
- Sircon Producer CentralQuote onlyCarrier system, with fast answers from the states that run Sircon
- ProducerflowQuote onlyNo Salesforce needed, and most teams go live in weeks
- RegEd XchangeQuote onlyClear-to-sell check can file a missing appointment first
- SureLCQuote only. Producers pay no subscriptionUplines send one producer profile to many carriers
See every option in insurance licensing software.
Frequently asked questions
How much does AgentSync Manage cost?
AgentSync quotes each customer in an Order Form, with setup and training billed on top. State fees come out of your own NIPR payment account, and NIPR fees pass through to you.
Does AgentSync file appointments and terminations?
Yes. Manage sends them through the NIPR Gateway, one at a time or in bulk, in each state that takes them there.
Does AgentSync require Salesforce?
Yes. You buy the Salesforce license through AgentSync or install Manage in your own Salesforce org.
How often does AgentSync sync with NIPR?
Once a day. A state change shows up after NIPR posts it to its database on a weeknight.
Does AgentSync track CE?
Yes, against each resident state's rules, with reminders to producers. Course completions can feed in from AgentSync Learn, a separate product.
Can AgentSync do the licensing work for me?
Yes, through AutoPilot. In that managed service, AgentSync staff handle onboarding, licensing and appointments inside your Manage account.
How we researched this review. We based this review on the terms and product pages published by AgentSync Manage, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan AgentSync Manage quit selling or a contract term that reads different now, let us know and send the link to the page where AgentSync Manage has it. Somebody here pulls up that page and checks it before we change anything on ours.