Insurance distribution management has grown more complex as carriers, MGAs and agencies navigate multiple state regulations and expanding producer networks. Producerflow has compiled a detailed comparison of leading platforms to help organisations streamline licensing, appointments and compliance, while accelerating growth.
Option 1 – Producerflow: Best overall for most organisations
Producerflow is ideal for carriers, MGAs and agencies that want enterprise-level features at a lower cost. The platform delivers comprehensive automation, full NIPR integration, and proven reliability with 99% uptime.
Key features:
-
Onboards producers 70% faster through automation
-
Reduces distribution management costs by 40–60%
-
Transparent subscription pricing, 30% lower than alternatives
-
Modern API-first architecture for seamless integrations
-
Direct NIPR connectivity with automated, just-in-time appointment triggers
-
Responsive support from insurance compliance experts
Best for: Organisations scaling their distribution network, managing multi-carrier relationships, or reducing administrative workload.
Option 2 – AgentSync: Enterprise platform for Salesforce users
AgentSync is suited for large enterprises that rely fully on Salesforce and prefer managed services over self-service automation.
Key features:
-
Salesforce-native architecture
-
Strong customer support with proactive compliance management
-
Interactive dashboards and comprehensive compliance library
-
Users report up to 80% reduction in licensing time
Best for: Enterprises with deep Salesforce adoption that can justify higher costs for managed services.
Option 3 – Agenzee: Modern platform for mid-market agencies
Agenzee targets mid-market agencies and MGAs seeking an intuitive, user-friendly interface with personalised support.
Key features:
-
Clean, modern interface for web, mobile, and smartwatch apps
-
Centralised hub for licences, appointments, and continuing education
-
Highly responsive customer support team
-
Smooth implementation and flexible feature options
Best for: Mid-market agencies that prioritise modern user experience and flexibility over enterprise scale.
Option 4 – RegEd: Enterprise RegTech for complex, multi-line distribution
RegEd is perfect for large carriers, national distributors, and financial institutions needing full RegTech capabilities beyond producer management.
Key features:
-
Manages 14M+ licences with 90%+ straight-through processing
-
Includes advertising compliance, regulatory change management, branch audits, and training
-
Hybrid model combining enterprise software with managed services
-
AI-powered automation via the “Eddie” assistant
-
Supports U.S. and Canadian operations
Best for: Large insurers needing multi-line distribution and compliance tools alongside traditional producer management.
Option 5 – ReSource Pro: Managed compliance and operations partner
ReSource Pro is a service-led platform ideal for organisations that want to outsource licensing and corporate compliance.
Key features:
-
10,000+ specialists managing 60+ compliance duties via 24/7 portals
-
Handles licensing, renewals, CE tracking, surplus lines, and corporate compliance (SOS/DOR filings, COAs, franchise tax)
-
Can complement primary distribution platforms like Producerflow or AgentSync
Best for: Organisations outsourcing compliance operations or managing multi-state corporate filings while using a primary distribution platform for producer management.
Option 6 – Sircon: Legacy state portal
Sircon is a state-mandated filing system but receives consistently poor customer reviews.
Best for: Only use when state regulations specifically require it; integrate with modern platforms when possible.
Option 7 – Rhoads PCRM: Specialized for adjuster licensing
Rhoads PCRM automates adjuster-only licensing and compliance workflows.
Key features:
-
One-click automation for adjuster licensing
-
Reporting by renewal date, state, or licensee
-
Email notifications for exceptions
Best for: Organisations managing only adjusters with separate systems for broader distribution management.
Read the full blog from Producerflow here.
Copyright © 2025 FinTech Global




