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

Agencies bleed revenue from stalled deals, missed renewals, and zero visibility.
LeadSyncd monitors your pipeline 24/7, enforces follow-up, and replaces your $100K Ops Manager.

Book 15-min Discovery Call Watch 3-Min Demo

Limited implementation slots available for March.

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

SOC-2 compliant. Works with AMS360, Applied Epic, and more via API.

1. Pipeline Surveillance

Monitors your AMS 24/7 and flags any deal stagnant for >7 days.

2. Renewal Tracking

Auto-triggers workflows 60 days out so you never miss an expiration.

3. Promise Extraction

AI listens to calls & emails to capture "I'll send it by Friday" commitments.

4. Enforced Follow-Up

Alerts agents 24hr before a promise is due. Escalates if missed.

5. Task Escalation

If a task isn't done, the manager gets notified immediately. No cracks.

6. Owner Dashboard

Real-time view of at-risk revenue and exactly who is dropping the ball.

Simple ROI-Focused Pricing

Replaces an $80k-$110k Ops Manager for a fraction of the cost.

Implementation

$10,000 one-time

✓ 30-Day White-Glove Setup
✓ Custom AMS Integration
✓ Workflow Mapping

POPULAR

Ongoing Access

$2,500/mo

✓ 24/7 AI Pipeline Monitoring
✓ Unlimited Agent Seats
✓ Dedicated Support Manager

We only onboard 5 agencies per month to ensure successful implementation.

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

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