Set it up once. Runs daily.
InsurSync plugs into the systems agencies already use and runs the renewal workflow automatically — monitoring, flagging, and quoting in the background while the team stays focused on clients.
From renewal download to requoted account — automatically.
Here's exactly what happens from the moment InsurSync connects to an agency's management system to the moment a CSR has everything they need to act.
One
Connect
InsurSync connects directly to an agency’s existing management system and automatically syncs renewal data on a daily basis. No manual exports. No duplicate entry.
Two
Monitor
Every renewal that comes through is automatically reviewed. InsurSync compares current policy terms against prior year, flags premium increases, and identifies accounts that fall outside the agency’s acceptable threshold.
Three
Requote
When an account hits the threshold, InsurSync automatically runs quotes with available carriers. The CSR doesn't search — they decide. Quotes are ready before the client's renewal notice ever hits their inbox.
Four
Act
InsurSync creates a task for every renewal in the queue — already reviewed, compared, and quoted before your CSR opens it. They present options or confirm. That's it. Impact: 50% improvement in CSR efficiency · Up to 5% increase in retention.
Getting started is simpler than it sounds.
Quick Integration
InsurSync connects to the agency’s existing management system during onboarding. The technical setup is handled — no IT department required.
Configure Thresholds
Set agency parameters: how much of a premium increase triggers a requote and how tasks get routed to the team.
Go Live
Once connected and configured, InsurSync starts monitoring automatically. Most agencies are fully operational within days of signing up.
See it in action with a real agency workflow
Book a 30-minute demo and we’ll walk through exactly how InsurSync fits your current agency setup and book of business.