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.
Multi-carrier portal monitoring
Create a responsive 3D illustration showing many insurance carrier portals collapsing into one unified monitoring hub with floating browser windows, signal lines, and a clean central BrokerSync core on a porcelain background.
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.
Churn detection and risk scoring
Create a 3D SaaS illustration showing policy churn signals turning into ranked risk cards with cancellation, non-renewal, payment lapse, and premium increase markers on a bright editorial background.
Conversation intelligence
BrokerSync watches CRM conversations for soft churn signals and folds those signals into the queue before the carrier portal even changes.
Conversation intelligence
Create a 3D illustration for CRM conversation intelligence showing message threads, call transcripts, sentiment chips, and an AI insight layer connecting soft signals to a churn score.
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.
Greenlight approvals
Create a 3D feature visual showing a recommended retention action card with email draft, SMS draft, approve button, and automation path on a light neutral background.
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.
CRM sync with HighLevel first
Create a 3D illustration showing CRM systems connecting to a central action engine with HighLevel visible first, mapped fields, and workflow trigger paths.
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.
Smart caching and interval control
Create a premium SaaS illustration showing portal scans compressing into adaptive intervals, unchanged snapshots fading away, and a schedule ring stretching intelligently.
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.