What Talent Gap? Making Adjuster Management a Recruiting Point with AgentSync

Onboarding processes are often a barrier to recruiting and retaining talented claims adjusters, but one innovative insurance services firm flipped the script by overhauling their adjuster onboarding to boost their reputation. 

By automating and simplifying the licensing and compliance process with AgentSync, this P&C and liability insurance services firm made life easier for their adjusters and internal staff members alike. With better onboarding, the firm made it easier to recruit adjusters and retain their end customers by delivering a superior experience.

Download this insurance services firm’s story today.

Identifying the adjuster management challenge

The adjuster licensing process can feel like a maze of regulatory obstacles and bureaucratic formalities. For this insurance services firm, managing thousands of licenses by hand was a problem on a good day.

Before adopting AgentSync, the firm had nearly 5,000 adjusters active at any given time, and onboarded more every week. But the firm was handling licensing and state reciprocity manually, and with no time or inclination to train a fulltime license coordinator. The Head of Adjuster Licensing spent hours each week managing these duties on top of other adjuster services, and lived with the constant threat of noncompliance and regulatory risk.   

“We were putting in every single license by hand,” the Head of Adjuster Licensing said, describing how they functioned before AgentSync. “That means going to different systems and databases to verify that each license is active in each state. Some adjusters have 20 licenses and we’re bringing on 15 to 25 new adjusters during an average week, so even if it only takes a few minutes to verify a license, you could be looking at 25 hours a week just verifying licenses by hand.”

But, thanks to AgentSync, the insurance services firm was able to avoid adding headcount and reallocated the Head of Adjuster Licensing hours to other, higher ROI tasks, like building and maintaining the kind of relationships that make recruiting adjusters easier. Find out more.

Enhancing the adjuster experience with streamlined onboarding

One of the key advantages of AgentSync is that our onboarding process makes it easier to onboard claims adjusters and cut down on their administrative effort. By automating routine processes like document submission and compliance checks, AgentSync enables adjusters to concentrate more on what really matters – handling claims and delivering top-notch service to their policyholders. 

“Adjusters are independent contractors and at the end of the day they’re going to choose to work for the firms that pay them well and make it easy for them,” explained the Head of Adjuster Licensing. “Our pay is competitive, but why would they go through all these extra steps? With AgentSync, we can get their Social Security number from their contract, or if they’ll just type in their NPN, all we have to do is check a little box on our end to make the API work and everything loads up the next day. It’s amazing!”

By removing the barriers to onboarding, this firm can provide more white-glove services without adding headcount to the team. And intuitive workflows make it easy for adjusters who aren’t particularly tech savvy, helping the firm better recruit and onboard both experienced adjusters and those who are new to the industry. Gone are the hours and thousands of dollars wasted in forming relationships with adjusters only to watch them fall off the grid somewhere between a contract, license validation, and first claim assignment.

The roll up effect: Emergency situations

As any adjuster shop knows, an insurance services firm that’s struggling to maintain compliance during a regular week may find itself in a real pickle when it comes to emergency situations. Wildfires, floods, mass data breaches: At times, insurance is an all-hands-on-deck endeavor.

“You can’t put a price on the peace of mind we get knowing that every adjuster is licensed where they need to be, without risk of human error,” the Head of Adjuster Licensing said. Plus, “It’s a huge selling point for our carriers. From their perspective, they’ve got this awesome company that’s verifying licenses so none of the adjusters working on their files are even potentially going to not have a valid license.”  

When an emergency hits and this firm has to send out claims adjusters en masse, it’s easier to score points with both downstream adjusters and upstream carrier partners by using a system that automates the administrative load. Before AgentSync, the insurance services firm simply hired several temporary staff members to process the 100-plus new adjusters per day they’d need to add in an emergency. By automating adjuster license management with AgentSync, the firm reduced the chaos of emergency response, made themselves a more attractive partner, and reduced the costs to the firm of every response.

Read more about how the insurance services firm made adjuster management easier.

Transforming recruitment with effective adjuster management

When it’s easy to maintain licensing for your adjusters, to onboard them in a frictionless system, and to deploy them accurately and efficiently in stressful situations, the cumulative effect is that the insurance services firm’s recruitment efforts are more effective, with fewer bottlenecks and churned applicants. 

To learn more about this insurance services firm’s transformation, download the case study.

And to learn more about how AgentSync might help you, schedule a demo.

About AgentSync

AgentSync provides 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 new revenue opportunity and agility to adapt in a rapidly evolving industry. 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 Magazine Cloud 100 Rising Star, an Insurtech Insights Future 50 winner, and was ranked 65th in Forbes’ America’s Best Startup Employers 2023. To learn more, visit www.agentsync.io.