Everything your agency needs to stop silent churn
BrokerSync bridges the gap between carrier portals and the CRM so the team works from one operational surface instead of chasing signals across disconnected systems.
Multi-carrier portal monitoring
Browser agents log into each carrier portal on a schedule you define and return normalized policy, billing, renewal, and status data without relying on carrier APIs.
Churn detection and risk scoring
Payment lapses, non-renewals, coverage reductions, and premium spikes are scored and ranked so high-risk work hits the top of the dashboard first.
Conversation intelligence
BrokerSync watches CRM conversations for soft churn signals and folds those signals into the queue before the carrier portal even changes.
Greenlight approvals
Every alert comes with AI-drafted email and SMS copy plus a human review surface so the operator can approve, edit, or hold the action.
CRM sync with HighLevel first
HighLevel lands first, with a generic REST adapter path behind it, so field pushes and greenlight-triggered workflows can expand cleanly.
Smart caching and interval control
When repeat scans produce no structural change, BrokerSync stretches intervals automatically and records the before, after, and reason each time.
What changes when you stop logging into portals
| Task | Manual | With BrokerSync |
|---|---|---|
| Check all carrier portals | 2-3 hours/day | Automatic |
| Detect client cancellation | Weeks to months | Same day |
| Draft retention outreach | 15-20 min each | Pre-drafted, one click |
| Track renewal dates | Spreadsheet | Real-time dashboard |
| Spot pre-churn signals | Gut feeling | AI conversation analysis |
| Push to CRM | Manual data entry | Automatic field updates |
| Book of business view | Per-carrier only | All carriers, one screen |
Ready to see what you have been missing?
Start monitoring your carriers in minutes and push actions back into the CRM without losing the human review step.