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AgentSync vs Modern Treasury

AgentSync logo
AgentSyncCompliance Management
CustomPublished price
Modern Treasury logo
Modern TreasuryPayment Processors
CustomPublished price
AgentSync logo
AgentSync
Compliance Management

Scale Your Distribution Without the compliance friction

Modern Treasury logo
Modern Treasury
Payment Processors

Payment operations software.

Overview
CategoryCompliance ManagementPayment Processors
What it isProducer management and licensing platform for insurance carriers and MGAs.Modern Treasury automates payment flows, reconciliation, and compliance.
Pricing
Published priceCustom
Implementation fee plus tiered monthly charges based on number of producers under management, with a dedicated CS team included; built on Salesforce. No public rate card (third-pa…
Custom
Payment operations and money-movement platform priced usage-based on transaction volume, payment rails, and account structure; per-unit costs decline as volume grows. No public li…
Pricing modelCustom quoteUsage-based
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20192018
Team size201-500 employees201-500
HeadquartersDenver, COSan Francisco, CA
Featured clientsNot availableGusto, ClassPass

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