Built around the two moments that matter most
InsurSync is purpose-built for the operational realities of independent P&C agencies – automating the renewal workflow that consumes the most CSR time and delivering quoting speed that turns around at-risk accounts before they shop elsewhere.
Two pressure points. One solution.
In a personal lines agency, two things consistently drive client loss: renewals that don’t get reviewed in time, and requotes that take too long. InsurSync was built specifically around those two moments – automating the first, and dramatically accelerating the second.
Renewal Manager
Automate 90% of the personal lines renewal process – without changing how the agency operates.
Every month, independent agencies face the same challenge: a queue of personal lines renewals that each need to be reviewed, compared, and actioned. Done manually, this process pulls CSRs away from client-facing work for hours at a time. Done inconsistently, it means missed remarketing opportunities and clients who leave before anyone noticed the premium spike.
Renewal Manager eliminates that bottleneck, automatically monitoring incoming renewals, reviewing policy terms, detecting premium changes, and flagging accounts that fall outside the agency's acceptable threshold. When an account needs attention, it's already been identified, organized, and queued with the client email drafted, ready for CSR review.
Every renewal gets the same level of attention, every month, regardless of how busy the team is.
Nothing slips through the cracks
Captured
Renewals are automatically tracked as they download into your AMS.
Generated
Tasks are automatically generated for all incoming renewals.
Analyzed
Coverage changes, premium differences, and claims are reviewed and summarized.
Requoted
Accounts exceeding premium increase thresholds are requoted with your carriers.
Assigned
Tasks are assigned to the appropriate CSR or producer for follow-up.
The right message to your client, already written.
Every renewal includes an automatically generated client email, pulling from the same information behind the change summary. It adapts to the situation automatically.
Rate went up, staying put. The email explains the current and renewal premiums, the percentage increase, and the reason for the change when InsurSync can identify it. A quote comparison PDF showing the results from every carrier InsurSync automatically quoted can be attached as proof that your agency shopped the market.
Found a better rate. One click switches the email. The renewal details stay, the closing changes, and you can attach the finalized carrier proposal before sending.
Premium went down. Share the good news with an email letting the client know their premium decreased at renewal, including what they paid before and what they’ll pay now.
What the numbers show
CSR time freed up
Automation handles the routine work, letting teams focus on client relationships.
Retention improvement
Proactive outreach and faster requoting catch clients before they shop elsewhere.
On-Demand Quoting
Reshop any existing client in minutes, whenever they need it.
A client got a cheaper quote somewhere else. Something changed mid-term and the premium went up. Or the agency just wants to check a policy before the renewal notice goes out. Whatever it is, CSRs shouldn't be stuck pulling files and building the comparison by hand.
On-Demand Quoting runs the comparison automatically through a simple chat request, pulling quotes across available carriers and surfacing the options in minutes. The CSR reviews results, makes a recommendation, and the client gets an answer the same day.
It’s the kind of responsive service that builds loyalty. And the kind of loyalty that generates referrals.
Built for speed. Built for simplicity.
Request
Submit a requote request through the chat interface.
Collected
Policy and customer data are automatically pulled from your AMS.
Requoted
Accounts are instantly requoted across your agency’s other carriers in real time.
Compare
Review all carrier quotes in one place and choose the best path forward.
Repeat
Reduce requote time from 15–20 minutes to just 1–2 minutes.
Designed to fit the agency stack
Getting started doesn’t require replacing current systems or disrupting day-to-day operations. InsurSync connects to your AMS and works within your existing workflow, with two-way integration currently available for HawkSoft agencies. Onboarding is handled in days, not weeks or months.
See it working with a real agency workflow
Book a 30-minute demo. We’ll walk through both capabilities using a setup that reflects how your agency actually operates.