AI system that monitors your pipeline 24/7, tracks renewals, enforces follow-through, and prevents $50K-$150K in annual revenue leakage.
Silent revenue killers are destroying your agency's margins.
Deals sit for weeks and die from inaction because agents are "too busy" to follow up.
Agents say "quote by Friday" but never send it. You lose trust and the deal instantly.
15-20 renewals/year slip through the cracks simply because no one reached out in time.
You find out about dead deals 3 weeks too late, when it's impossible to save them.
Six layers of protection against revenue leakage.
Monitors your AMS 24/7. Automatically flags any deal that has been stagnant for >7 days.
Enforces 24hr contact on new leads. Alerts managers immediately if a new lead isn't touched.
Tracks expiration dates. Automatically triggers workflows 60 days out so you never miss a renewal.
AI listens to calls & reads emails to extract commitments (e.g., "I'll send the quote by Friday") and tracks them.
Performance tracking. Alerts you instantly when promises are broken or follow-ups are missed.
A real-time comprehensive view of at-risk revenue and exactly who is dropping the ball.
Simple, transparent pricing for independent agencies.
+ Benefits & Onboarding = $110K/yr
Year 1 Total (Setup + Annual)
LeadSyncd empowers them. Instead of hunting for data, they become managers of the AI. They can do 5x the work in 1/5th the time, focusing on high-value client interactions instead of chasing broken promises.
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.
We use bank-level encryption and zero-retention policies for sensitive PII. Our system is SOC-2 compliant and designed specifically for highly regulated insurance environments.
Because we do custom mapping for every agency, implementation takes 30 days. This ensures day 1 value with no "learning period" for the AI.
Most agencies see 3-5x ROI in the first 90 days by recovering renewed policies that otherwise would have churned and closing stalled new business.
"$34,200 recovered in first 30 days - from renewals we didn't even know were at risk. This system caught what our Ops Manager missed."
LeadSyncd