Your clients are churning.
You just do not know it yet.
BrokerSync monitors every carrier portal your agency uses and alerts you the moment a policy shows warning signs, before the cancellation instead of after it.
Floating insurance-retention command center with layered glass panels, carrier badges, premium-at-risk chips, and a glowing greenlight approval card.
Your carrier portals are a black hole
Three steps. Every carrier. One dashboard.
Preserve the structure from the concept reference, then elevate the surface with a premium light-mode design system.
Connect your portals
Add your carrier logins, define what matters, and let BrokerSync map the pages you actually review.
We watch, you work
Scheduled portal scans surface cancellations, lapses, non-renewals, coverage reductions, and premium spikes early.
Greenlight and go
Every alert ships with a recommendation, a draft message, and a human review gate before automation fires.
Built for independent agents by people who know the business
“I used to spend Monday mornings logging into every carrier portal just to check for cancellations. Now I open BrokerSync and it is all there.”
“The greenlight workflow is the difference-maker. The action is ready, the message is drafted, and I can still review before anything goes live.”
Stop losing clients in the dark
Join the early access program, connect your first carrier, and start greenlighting retention actions from one operational surface.