Active claims tracked in a spreadsheet nobody updates. The same client details re-typed into five carrier ACORD forms. Renewal comparisons rebuilt from scratch every year. InsureSynq reads the documents you already have and does the grunt work around them — so your time goes back to clients. Keep your AMS. Nothing to migrate.
Takes a minute to request. Every account is reviewed by a person — so everyone in here is a verified, working broker.See a live comparisonClaims pile up in a shared spreadsheet that's only current when someone remembers to update it. A carrier's loss-control deadline slips by and suddenly the account is at risk. Every new submission means typing the same client details into a different set of ACORD boxes. Repeat for every account, every week.
Same inputs you already get. Same outputs your clients and carriers expect. The retyping in the middle goes away.
Each tool reads from the same client record. Extract a policy once and the data is already there for the claim, the comparison, the proposal.
Report a loss from the loss-notice PDF — insured, carrier, adjuster, and loss date pre-filled — or enter it by hand. Six tracked stages, a document checklist that walks every item from needed to accepted, and the adjuster, reserve, and estimate record on the file. Nothing falls through the cracks because nothing lives in a side spreadsheet.
Paste the email, upload the ACORD they faxed, drop in the call transcript. Every source lands in one structured client record — and when two sources disagree on a field, you pick which value wins. Then the record maps onto the ACORD forms the submission needs (125, 126, 130, 140, and the rest), shows you how complete each one is, and lets you fill the gaps right in the form view before anything goes to a carrier.
Upload the carrier's loss-control letter. The case metadata and every numbered recommendation come out structured — then you drive each one to closure, attach the client's evidence, and submit the compiled packet back to the carrier. The dashboard rolls up every open case by urgency: Overdue, Due Soon, On Track.
Upload 2–5 policy or quote PDFs — native or scanned. Every limit, premium, deductible, and endorsement lines up side by side, differences flagged, gaps called out, every value linked to the page it came from. Cuts a 45-minute comparison to about three.
See it against the spreadsheet it replaces ↓Upload the inspection report. Construction, Occupancy, Protection, and Exposure each score 0–100, rolled into an A/B/C/D grade — Preferred, Standard, Watch, Distressed. You know whether to submit, re-inspect, or decline before you've spent a carrier relationship on it.
Author your Requirements Template once (a 25-item seed ships with it). Run any incoming commercial lease against it: each clause comes back Compliant, Deficient, or Not Addressed with a weighted 0–100 score, plus a branded deficiency report ready to send to the tenant, landlord, or their counsel.
Vacancy reconfirmation on a rolling cycle. Builder's-risk expiry ahead of the policy end date. New-tenant follow-up before the coverage gap opens. Plus custom rules. Alerts land in-app and by email — to you and to the client contacts you put on the rule.
Pulls the data straight from a finished comparison — no copy-paste. Choose the sections, write your recommendation, apply your firm's name, logo, and colors, and export a print-ready PDF or a shareable preview link.
17 characters in; make, model, year, body class, engine, GVWR out — the fields commercial auto carriers ask for at submission. Runs standalone or inside an intake to fill a vehicle card.
One address in; square footage, year built, property type, beds, baths, lot size, and estimated value out. The fields you chase on every property submission, pre-filled.
Certificates issued from the policy data the other tools already extracted. A 4 p.m. cert request stops being an emergency.
A 90-day forward view of every renewal due, reminders at the touchpoints you set, and a one-click start that pre-loads last year's policy into a fresh comparison — because starting from blank is half the reason renewals run late.
Upload 2–5 policy or quote PDFs. Every coverage field across every standard line — GL, property, BOP, auto, home, umbrella, workers comp, cyber, and more — lined up column by column. Differences flagged. Missing values called out, never papered over. Click any cell to see the exact page it came from. Correct anything that looks off; your correction sticks.
Every extracted value links to the exact page and text it came from. No guessing whether the limit is right — check it in one click.
Every field carries a confidence level. Low-confidence values are flagged for your review — never slipped in silently.
If a value isn't in the document, the field stays empty. It will never borrow a limit from one coverage to fill a blank in another.
Change any cell and your correction sticks to the record. The tool extracts; you decide.
You keep Epic, AMS360, EZLynx, or HawkSoft — we kill the retyping around it. Nothing to migrate. Nothing to re-train on. Your AMS stays the system of record for policies, clients, and accounting.
Every access request is reviewed before an account exists. You know who else is in here: working brokers.
Your documents and extracted data are scoped to your firm. No other account can see them.
Uploads don't sit on a server forever.
A one-time emailed link — no password to leak or reuse.
We charge per task, not per seat. A task is one finished piece of work: a comparison, a claim file, an intake, a proposal. Busy renewal season, the cost scales with the work done. Quiet month, your bill shrinks. Add your whole team without multiplying anything.
No per-seat floor · No annual minimum · No tier upsell · No credit card to start
Because your client documents sit alongside other brokers' — so we verify every account belongs to a working broker before we open it. A person reviews each request, and you get your sign-in link by email the moment you're approved.
No. It's a set of tools that read insurance documents and fill in the fields you'd otherwise retype by hand. No chat window, no copilot, no dashboard to "have a conversation with." Treat the extraction like a very fast, very patient assistant — you still decide what the numbers mean.
No. Every value cites its source page, carries a confidence level, and can be edited — your correction sticks. Low-confidence fields are flagged for review before anything moves downstream.
Reads fine. Native PDFs and scanned, faxed, or photographed pages all work — text recognition kicks in only where the document needs it. You don't retype anything.
No. Keep Epic, AMS360, EZLynx, HawkSoft — whatever you run. InsureSynq sits next to it and removes the retyping between inbox and portal. Your AMS stays the system of record.
One finished piece of work: one comparison job (2–5 documents is still one task), one claim file, one intake, one proposal. Re-running after a small edit doesn't charge again.
Honest answer: not yet — auto-submission is on the roadmap. Today we remove the prep around it: every field a portal asks for is already pulled out of your documents and ready to go.
They're isolated to your account and auto-delete after 14 days.
They don't have to. Forward the email thread, drop in the dec-page photo, upload the ACORD they sent six months ago. Intake reads whatever they actually give you.
Same day you're approved. No IT project, no migration window, no kickoff deck — you upload your first document and go.
Request access, get approved, and run your own documents through end to end — intake, comparison, claim file, proposal. See what your week looks like on the other side of the retyping.
Reviewed by a person · no credit card · you keep the output either way.