See InsurSync work with your agency’s setup

InsurSync currently focuses on personal lines insurance. This includes auto, home, condo, and renters policies.

When a customer calls in wanting to shop their rate — at any time, not just at renewal — your CSR simply types a request into InsurSync's AI chat interface. InsurSync pulls the customer's existing information automatically and returns competitive quotes directly inside the platform in under a minute. No switching systems, no re-entering data, no 15 screens to click through.

Pricing is based on the number of active personal lines accounts in your agency — This means your cost scales with your book of business, and you're never paying for more than you have. Pricing is locked for 12 months from your start date. Explore our pricing tiers.

InsurSync uses your existing policy and customer data from your AMS and IVANS to automatically populate quote requests. Our built-in rating engine handles the quoting process behind the scenes. There's no need to log into a separate system or re-enter customer information.

Customer data accessed through InsurSync is used solely to power the renewal automation and quoting workflows for your agency. We do not sell, share, or use your customer data for any other purpose. We maintain appropriate technical and organizational security measures and comply with all applicable data protection laws.

You do. Your customer and policy data belongs to your agency. InsurSync accesses it to perform the automation you've authorized — nothing more.

Yes — and this is something most systems can't handle. InsurSync recognizes household accounts even when the auto and home policies are with different carriers or aren't aligned on the same effective date. When a re-quote is triggered, the system treats them as a package and quotes them together, so your CSRs get a complete picture without having to manually piece policies together across multiple systems.