Does this work with our AMS?

Yes. We support Applied Epic and AMS360. These systems have APIs we can integrate with. If you use a different AMS, we'll evaluate during discovery if integration is possible.

How is this different from HubSpot or generic CRMs?

Generic CRMs require you to build the logic. LeadSyncd comes pre-trained on insurance workflows (renewals, win-backs, cross-sells) and writes back to your AMS.

Yes. We use bank-level encryption and do not store your customer PII longer than necessary for the active workflow. We are SOC2 Type II compliant.

Stop Losing $50K–$150K/Year
To Broken Promises

LeadSyncd monitors your AMS, calls, and emails 24/7. Shows agents exactly what to work on today. Shows owners what revenue is at risk before it's lost.

Book 15-min Discovery Call See Interactive Demo

Your Agency Is Leaking Revenue.
Here's Where It Goes.

01. Stalled Deals

$50K+ Lost

Deals sit in "Quoted" for weeks and die because agents are too busy to chase them.

02. Broken Promises

Trust Destroyed

"I'll send the quote by Friday" — but it never gets sent. You lose the client instantly.

03. Missed Renewals

15-20 / Year

Policies expire simply because no one reached out 60 days in advance to lock them in.

04. Zero Visibility

Blind Flying

You find out about dead deals 3 weeks too late, when it's impossible to save them.

6 Layers of Revenue Protection

Enterprise-grade security. Works with AMS360, Applied Epic, and more via API.

1. Pipeline Surveillance

Monitors your AMS 24/7. Flags any deal that hasn't moved in 7+ days or renewal coming up in 60 days.

2. Renewal Tracking

Automatically alerts you 60 days before renewal. No more policies expiring because someone forgot.

3. Promise Extraction

Listens to calls and reads emails. Catches every 'I'll send it by Friday' commitment.

4. Enforced Follow-Up

Reminds agents 24 hours before promises are due. Escalates to you if ignored.

5. Task Escalation

If agent ignores a task, you get notified immediately. Nothing falls through cracks.

6. Owner Dashboard

See exactly what revenue is at risk and who's responsible. Agents get clean daily task lists.

Simple ROI-Focused Pricing

Stop Revenue Leakage Starting at $18K/Year

Basic

Pipeline Monitoring

$1,000/mo

+$6,000 one-time setup

✓ 30-Day Setup
✓ AMS Integration
✓ Email Promise Tracking
✓ Daily Task Lists for Agents
✓ AI-Generated Follow-up Scripts
✓ Owner Dashboard
✓ Unlimited Users

Full Enforcement

$1,500/mo

+$10,000 one-time setup

✓ Everything in Pipeline Monitoring
✓ PLUS: VoIP Call Tracking
✓ PLUS: Promise Extraction from Calls
✓ PLUS: Call Transcription & Analysis

We onboard agencies on a first-come basis to ensure successful implementation.

Stop Losing $50K–$150K/Year To Broken Promises

Your Agency Is Leaking Revenue. Here's Where It Goes.