Founded Year

2018

Stage

Series B - II | Alive

Total Raised

$161.1M

Last Raised

$50M | 2 yrs ago

Revenue

$0000 

Mosaic Score
The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.

-39 points in the past 30 days

About AgentSync

AgentSync provides insurance compliance software within the financial services sector. The company has tools for producer management, compliance, and onboarding processes for distribution networks for insurers. AgentSync serves the insurance industry, including carriers, agencies, and MGAs. It was founded in 2018 and is based in Denver, Colorado.

Headquarters Location

3601 Walnut Street Suite 450

Denver, Colorado, 80205,

United States

415-290-6204

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ESPs containing AgentSync

The ESP matrix leverages data and analyst insight to identify and rank leading companies in a given technology landscape.

EXECUTION STRENGTH ➡MARKET STRENGTH ➡LEADERHIGHFLIEROUTPERFORMERCHALLENGER
Insurance / P&C Insurance Tech

The insurance agency management market provides digital platforms for insurance agencies to manage their business operations and workflows in a consistent and efficient manner. These solutions address key challenges including legacy systems integration, high customer acquisition costs, and manual processes through features such as no-code product building, omni-channel distribution, and process au…

AgentSync named as Highflier among 15 other companies, including Zywave, Equisoft, and Veruna.

AgentSync's Products & Differentiators

    AgentSync Manage

    Our core solution, AgentSync Manage, is a powerful platform that effortlessly enforces state producer licensing and appointment regulatory requirements through an integration with the National Insurance Producer Registry (NIPR). Manage minimizes compliance costs and prevents regulatory violations before they occur by automating the administrative paper chase required to verify that agents have the necessary appointments and state licenses to sell. By simplifying the complexity of selling insurance, you can drastically reduce costs and compliance risks associated with manually managing these tasks via spreadsheets and disparate legacy systems.

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Expert Collections containing AgentSync

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

AgentSync is included in 5 Expert Collections, including Unicorns- Billion Dollar Startups.

U

Unicorns- Billion Dollar Startups

1,297 items

I

Insurtech

3,403 items

Companies and startups that use technology to improve core and ancillary insurance operations. Companies in this collection are creating new product architectures, improving underwriting models, accelerating claims and creating a better customer experience

F

Fintech

9,809 items

Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.

I

ITC Vegas 2024 - Exhibitors and Sponsors

699 items

Created 9/9/24. Updated 10.22.24. Company list source: ITC Vegas. Check ITC Vegas' website for final list: https://events.clarionevents.com/InsureTech2024/Public/EventMap.aspx?shMode=E&ID=84001

I

ITC Vegas 2025

496 items

Based on sponsor list as of 9.22.2025

Latest AgentSync News

AgentSync Welcomes David Samuels as CEO to Lead Next Phase of Growth for Category-Defining InsurTech Company

Oct 14, 2025

of Growth for Category-Defining InsurTech Company Niji Sabharwal transitions to executive chair of the board, ensuring continued vision and innovation as the company strengthens leadership to scale and serve customers October 14, 2025 11:00 ET AgentSync DENVER, Oct. 14, 2025 (GLOBE NEWSWIRE) -- AgentSync today announced a leadership transition as Niji Sabharwal, who founded the company with Jenn Knight in 2018, passes the CEO role to SaaS, technology and insurance veteran, David Samuels. This change marks an exciting new chapter in the company’s journey. Since founding the company, Niji has dedicated his vision and energy to creating an industry-leading producer onboarding, management, and compliance experience that has become a trusted solution across all lines of business in the insurance industry. Under his leadership, the company has built a reputation for innovation, quality and customer focus. Together, Sabharwal and Knight decided this was the ideal timing for a leadership transition that reflects the company’s growth and future potential. Samuels brings over 30 years of experience in insurance and SaaS leading high-performing, people-first teams and scaling organizations to new levels of success. “As we enter this next chapter, the timing feels right to bring in a leader who has the experience to scale what we’ve built together. I couldn’t be more confident in David to carry our mission forward,” said Niji Sabharwal. “This is a company with strong momentum, a powerful product and a mission that matters. My focus will be on building the processes and structures that help us scale sustainably, while keeping our customers and employees at the center of everything we do. As we grow, we’ll invest in strengthening the way we deliver, ensuring customers experience not just great products, but consistent innovation, dependable service and true partnership that helps them achieve their goals,” said David Samuels. This transition represents continuity for the AgentSync mission and an exciting opportunity to build on the business’s foundation by ensuring the company continues to serve customers, employees and partners with excellence. About AgentSync AgentSync engineers distribution channel management (DCM) solutions that connect the insurance ecosystem. By automating producer onboarding workflows and integrating real-time data across systems, AgentSync enables insurers to scale and optimize their distribution networks while remaining compliant. Our configurable, intuitive platform simplifies the producer ready-to-sell process, supported by API connectivity for seamless data exchange across systems. AgentSync recognizes compliance as the ultimate enabler for optimized distribution, unlocking agility and new revenue opportunity. Founded in 2018 by Niji Sabharwal and Jenn Knight, and headquartered in Denver, CO, AgentSync has been recognized as one of Denver’s Best Places to Work, a Forbes Cloud 100 Rising Star, an Insurtech Insights Future 50 winner, and was ranked 65th on Forbes’ America’s Best Startup Employers 2023. To learn more, visit www.agentsync.io . Jessica Brown

AgentSync Frequently Asked Questions (FAQ)

  • When was AgentSync founded?

    AgentSync was founded in 2018.

  • Where is AgentSync's headquarters?

    AgentSync's headquarters is located at 3601 Walnut Street, Denver.

  • What is AgentSync's latest funding round?

    AgentSync's latest funding round is Series B - II.

  • How much did AgentSync raise?

    AgentSync raised a total of $161.1M.

  • Who are the investors of AgentSync?

    Investors of AgentSync include Craft Ventures, Valor Equity Partners, Anthemis, Atreides Management, Tiger Global Management and 13 more.

  • Who are AgentSync's competitors?

    Competitors of AgentSync include SuranceBay and 5 more.

  • What products does AgentSync offer?

    AgentSync's products include AgentSync Manage and 1 more.

  • Who are AgentSync's customers?

    Customers of AgentSync include Senior Life and Online Medicare Distributor.

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