Insurance Technologies
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CRM
Online Quoting & Sales
Communication Tools
Website
Branding
Client Portal
Product Access
Top Comp
Benefits Builder
OUR BRANDS
Work Smarter
Leverage SYNC for all of your back office needs and accelerate your production in 2023. With SYNC you'll be able to spend more of your time focusing on your clients and delivering the best insurance and risk management products.
Features
Industry Specific CRM
Powerful customer relationship management software designed by insurance agents for insurance agents. Everything you need in one place with CRM features that actually fit your business.
Online Quoting & Sales
Take advantage of modern quoting and sales tools designed to save you time and provide more value to your customers. Quote hundreds of carriers in real time and identify cross sales opportunities to make sure you never miss a sale.
Professional Custom Website
Configure and promote your agency website in minutes with our easy-to-use professional website builder. Leverage one of our brands or your own brand and elevate your online image overnight.
Dynamic Communication Tools
Initiate one-time or automate recurring communications across your entire network. Fully integrated email, text message and social media delivered directly from your dashboard. Stay relevant and top-of-mind with ease by tracking every touchpoint automatically.
Product Access
Access top contracts with over 700 insurance carriers and thousands of products across all lines (L&H, P&C, Individual, Group) with the click of a button. Fast and efficient online contracting powered by an experienced contracting team nationwide. No contracting required. No production minimums. No hold back. Full agent contracts!
Top Compensation
Contract and get paid directly from each carrier and receive full street level commissions on every product (L&H up to 145%, P&C up to 24%). There are no "commission tiers", there is never a reduction in commission, and agents are automatically eligible for commission advances, bonuses and carrier incentive trips.
Client Facing Portal
Ensure your clients are turning to your agency for all of their insurance and risk management needs with a custom client portal. Identify cross sale opportunities, deliver real-time quoting and capture sales while you sleep with direct-to-consumer solutions never before seen.
Branding Options
Boost your existing agency's brand or take advantage of true business-in-a-box agency options with the click of a button. Meet local retirees looking for annuities, estate, medicare and retirement solutions using the proven marketing of RetireCo since 2010. Or become your community's agency of choice for comprehensive insurance and risk management solutions leveraging our {Brand} brand. No franchise or license fee!
Benefits Builder
It has never been easier to tap into the rapidly growing benefits market with our proprietary benefits builder platform. In a matter of minutes you'll be able to provide local businesses of all sizes with a comprehensive benefits website and custom collateral materials. With easy access to thousands of products, local employees will be calling on your agency for all of their estate, insurance and retirement needs.