AI system that monitors your pipeline 24/7, tracks renewals, enforces follow-through, and prevents $50K-$150K in annual revenue leakage.
Your ops team is drowning in manual work. LeadSyncd connects the dots between your Agency Management System, email, and Teams/Slack to automate the recovery work.
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 "God Mode" 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 custom integrations for Applied Epic, AMS360, Salesforce, and HawkSoft. If you have an API, we can connect to it.
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.
"We recovered $34,200 in the first month from renewals that were about to slip through. It paid for itself 10x over."
LeadSyncd