Stop losing clients to renewal blind spots
InsurSync is the operations platform for independent P&C agencies. Automatically monitor renewals, identify at-risk accounts, and requote with available carriers before clients shop elsewhere.
Renewals are slipping through the cracks
Every month, CSRs manually review hundreds of personal lines renewals. They jump between the AMS, carrier portals, and rating engines – comparing terms, flagging premium increases, deciding what to remarket. It’s time-consuming. It’s inconsistent. And when the workload piles up, accounts fall through the cracks.
Average industry retention rate – top performers hit 93-95% with proactive workflows
Minutes lost to admin work per renewal – time that could be spent building client relationships
Average CSR salary – too valuable to spend on manual data entry
The agencies winning today aren’t working harder. They’re working with smarter systems.
“InsurSync has completely transformed the way our team handles personal lines renewals and non-renewals. The efficiency this platform brings is unbelievable. It gives agents immediate insight into why premiums may be increasing, provides quick ‘what-if’ quote options, and delivers quotes within minutes. The ability to quickly present clients with alternative solutions has been invaluable."
The automation layer agencies have been waiting for
InsurSync works alongside the tools agencies already use. It monitors the book in real time, surfaces accounts that need attention, and takes action automatically so the team spends time on relationships, not data entry. You don’t replace your AMS. You finally get the most out of it.
Monitor every renewal daily, detect premium increases, and flag accounts worth remarketing automatically, based on configurable thresholds.
When the renewal premium increase exceeds your agency’s preset threshold, InsurSync automatically runs quotes with your agency's supported carriers.
Reshop any existing client mid-term whether they called about their bill or a policy change pushed their premium up. Results in minutes, not hours.
Retention is the highest-leverage number
Independent agencies run on thin margins. Losing a client costs more than keeping one, so retention is the biggest lever on profitability. Clients who feel looked after refer new business too, which is how agencies grow without growing their marketing budget. InsurSync is built around that math.
Average time to complete a full renewal review – down from 45+
More renewals processed per CSR per day with InsurSync automation
Retention rate achievable when agencies shift from reactive to proactive renewal workflows
Works within the agency’s existing workflow
InsurSync connects to your AMS and works within your existing workflow, with two-way integration currently available for HawkSoft agencies. Getting started doesn’t require replacing your current systems or disrupting day-to-day operations, and most agencies are up and running in days.
We've been in the seat you're in
InsurSync wasn’t built by software engineers guessing at insurance problems. The founding team brings over 70 years of combined experience in P&C insurance and insurance technology – including a founder who ran an independent agency for 17 years. The tool that always should have existed. Now it does.
The renewal work is handled. Imagine what the agency could do with that time.
Book a 30-minute demo and see how InsurSync works with your existing agency setup.
