Stay ahead of the game: growth, efficiency & compliance in a changing landscape

16th October 2023, America 16:30 - 18:00 BST | 09:30 - 11:00 MDT

How can leaders create a holistic view of their entire insurance and variable insurance distribution channels and how can they keep pace with a changing compliance landscape?

The risks of lost opportunities are rife when navigating distribution channel onboarding and management: from wasting time and revenue on unnecessary manual processes, to dealing with inaccurate information hidden in disconnected data sources.

Not to mention, the landscape is constantly changing as regulatory requirements evolve and compliance demands increase.

Currently, many industry leaders rely on a patchwork of disparate tools and manual processes to tackle their distribution channel challenges, hindering strategic decision making and impacting profitability.

So, how do we tackle this by creating a holistic view of the entire distribution channel - including both the insurance and variable insurance sides of your business? How can we facilitate an automated onboarding experience? And what can leaders do to keep pace with moving regulatory goalposts?

Join AgentSync and a select group of industry executives at this Meet the Boss Digital Roundtable experience to discuss how the best-in-class are transforming their channel onboarding and management processes to enable real-time compliance, seamless operations and business growth.

Apply to attend

Event host

Crystal Darling

Head of Solutions Consulting
Crystal Darling is an insurance industry trailblazer driving digital transformation as Head of Solutions find out more

Kimberley Smathers

Chief Risk Officer
Kimberley Smathers is a dedicated security and privacy leader who drives organizational vision, strategy, find out more

About AgentSync

AgentSync builds modern insurance infrastructure that connects carriers, agencies, MGAs, and producers.
Our solutions create onboarding, licensing, and appointing processes insurers, producers, and agents love while ensuring growth and compliance never compete.

Headquartered in Denver with 100% of our team onshore, AgentSync’s values below are a direct reflection of who we are and how we operate every day. They drive our business decisions, how we interact with our beloved customers, and how we build our ambitious products.

Find out more

Discussion topics

How can the compliance status of both the insurance and variable insurance sides of your business be maintained?

What mix of tools and manual processes are the best-in-class using for onboarding and distribution channel management?

How should leaders measure the success of their compliance and onboarding, and what KPIs/metrics are unlocking success?

Why Attend

Closed door, tailored conversations to benchmark, share and get better equipped to solve complex transformation projects.

Experience shared learning

Meet industry leading like-minded executives tackling similar initiatives.

Benchmark with your industry peers

Discover and network to gain expertise and experience on how to best act and succeed.

Accelerate your projects

Accelerate In-depth face time with the world’s leading tech companies pushing the boundaries to solve your challenges.

"Very engaging on the right topics and with the right people, I very much look forward to (attending more) in the future"
Alex Boehme, CTO, H&M Group
"Since the session I did have several of the attendees reach out to me. We were able to grow our networks, connect together, share experiences, and I look forward to continuing those dialogs into the future"
Jeffrey Johnson, Vice President, Chief Information Security Officer and Chief Security Officer, Siemens Health Affairs for North America
"A great mixture of good topics, great technology, very engaging and having some leading experts in the field being there"
Dr Brian Letort, Fellow & Chief Enterprise Architect, Northrop Grumman
"It's not a business of selling, it's a business of sharing. And so GDS helps create the environment to share with trust."
David Kidder, CEO & Co-Founder, Bionic
"The roundtables were really valuable sessions."
Mike Welna, Senior Information Security Director, Boys Town
"I made quite a few contacts that will be beneficial to me."
Margaret Bond, Director of Cyber Security, Numotion
"This is not your typical zoom. This is a lot more innovative. The look and feel is far more advanced than what I've seen before. "
Marty Sprinzen, Founder & CEO, Vantiq

Digital event benefits

Solve key challenges and ensure relevant discussions connect with outcomes efficiently and at pace.


Access to industry leading like-minded executives tackling similar initiatives


Collaborate and network to gain expertise and experience on how to best act and succeed


In-depth face time with the world’s leading tech companies pushing the boundaries to solve your challenges

Apply to attend

Meet with fellow industry leaders and solve today’s greatest business challenges.

Thank you for your interest. One of the team will be in touch soon.

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