AI system that eliminates 20-30 hours of weekly coordination waste across your entire team.
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.
Nobody knows the deal is dead until it's too late to recover. The "follow-up gap" is where revenue dies silently.
Your entire team wastes 20-30 collective hours weekly hunting for context. Ops spends hours triaging. Agents wait for info. Deals die in the gaps.
Critical info is buried across your AMS, email, call notes, and Teams/Slack. There is no single source of truth for deal health.
We don't just alert you. We prepare the work for you.
Real-time alerts when deals stall. Context is delivered instantly so they can close instead of dig.
Daily digest with prepared email drafts. They click "Approve" instead of spending hours coordinating.
Weekly pipeline health view. Know exactly which deals are dying and who needs coaching.
Integrates seamlessly with your Agency Management System (Applied/AMS360/Salesforce), Email (Outlook/Gmail), and Microsoft Teams or Slack.
Our model monitors every deal, reads communication context, and identifies exactly what is stalling and why.
Routes the right action to the right person: Agents get call reminders with context. Ops gets drafted emails. Owner gets pipeline dashboard.
No activity for 5 days. Last email was pending their signature. Risk of drift is high.
Send "Value Re-engagement" sequence. Personalized draft prepared based on last 3 emails.
Pay for results, not just software.
30-day money-back guarantee if you're not satisfied.
Insurance agencies with 5-25 employees looking to scale without adding headcount.
Using any major CRM or agency management system.
Team wastes 20+ collective hours weekly on manual coordination.