Automate 90% of your agency’s personal lines renewal process while boosting customer retention by up to 10%
Insursync will automatically monitor your agency’s renewals, review and compare policy terms, and requote at risk accounts with all of your agency’s remaining carriers.
Insursync monitors policy renewals and will automatically remarket business based on configurable settings.
Pick an account and use Insursync's comparative rating technology to get quotes on-demand.
Insursync can automatically complete certain customer service requests that come in via email or your agency portal.
Organize, prioritize, and assign your agency's customer service requests in our Task Manager.
Prevent mistakes caused by human error. Insursync can access your AMS data directly so your CSRs have far less to enter manually.
Improve retention and increase new business referrals, while reducing new customer acquisition costs.
Insursync comes with agency "best practice" workflows out of the box, but can easily be configured to suit your agency's needs.
Insursync automates certain routine servicing tasks, often letting your CSRs just review and approve what Insursync has done.
Reallocate your staff from doing mundane, time-consuming servicing tasks to cross-selling and strengthening client relationships.
Let Insursync do a lot of the grunt work. Retain your best employees by making their jobs easier and more enjoyable.
We understand the challenges faced by independent insurance brokers and agencies like yours. Our people are experienced insurance technologists and P&C insurance industry experts who have a passion for coming up with software solutions to common problems that plague independent insurance agencies.
The number one way to differentiate your agency from the competition is by providing top-notch customer service to your customers. Doing so will increase retention, referrals, and overall revenue. Providing consistent, high quality service is challenging due to high customer expectations, staffing issues, and the ever-changing landscape of the P&C insurance market.
Our solution harnesses modern SaaS technology with fit-for-purpose application of AI technology to empower your agency to operate more efficiently, drive sales, and provide unparalleled service to your customers. We look forward to the opportunity to transform the way you do business.
