AI Operating System

The AI Workfoce Built for
Insurance Agencies

24/7 AI employees that manage outreach, qualify leads, and follow up across your book of business — so your team can focus on closing business.

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Setup in minutes

AI Powered CRM

10k+ Intergrations

Connect With 10k+ Apps

Multi-channel AI Agents For Insurance

AI that can text, call, and email your customers across the full policy lifecycle — from lead capture to renewal.

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Meet the AI Agents

Human-like AI agents to support your front desk, lead inquiries, lead qualification, showing coordination, offer briefing, and transaction follow-ups — tailored for real estate.

Cardone.ai

Barbara.ai

Graham.ai

Aria.ai

Zane.ai

Dax.ai

In Action

Watch how AI agents handle inbound & outbound calls, prequalify leads, follow up on existing buiness, and handle recruiting.

Jon S.

Sample call recording here

Micheal N.

Sample call recording here

Stevie F.

Sample call recording here

Most agents can launch their AI agent in under 30 minutes.
No technical expertise required.

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Stop Losing Clients to Slow Responses

Slow follow-ups cost insurance teams policies, satisfaction, and retention.
Our AI platform ensures no inquiry goes unanswered 24/7, at scale.

Without AI

Missed leads from delayed outreach

Overworked service teams

Lost conversions & frustrated customers

Lost bookings & forgotten follow-ups

With AI

Always-on AI policy assistant

Instant responses to every inquiry

Automated follow-ups that convert

Smart task handling across channels

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AI Agents for Every
‍Insurance Use Case

Whether you’re a carrier, MGA, broker-dealer, or TPA, your AI agent helps manage and grow your book of business.

🏥

Lead Qualification & Policy Quotes

Instantly qualify web and phone leads, gather coverage requirements, and deliver personalized quote info — all without staff overhead.

✨

Claims Intake & Follow-Up

Capture claim details by phone, text or email, answer FAQs about the process, and keep claimants updated — 24/7.

💆

Renewals & Retention

Automatically reach out to expiring policies, present renewal options, and schedule advisor callbacks — boosting retention.

📅

Customer Service

Handle policy inquiries, coverage questions, billing clarification, and documentation requests with natural language AI that understands context.

📈

Multi-Location Operations

Scale service operations without adding headcount. Route inquiries, personalize interactions, and maintain consistent brand experience across regions.

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How It Works

Setup instant lead qualification, appointment bookings, and customer follow up in minutes.

01

Choose Your AI Agent

Select an AI agent tailored to your insurance use case and business goals. Customize personality and communication style to match your brand.

02

Customize the Voice

Set tone, terminology, and response preferences to reflect your carrier, broker, or agency voice.

03

Connect Your Booking System

Integrate with your CRM, policy admin, claims system, and communication platforms — and go live quickly.

Powerful Capabilities for Insurance

From first contact to loyal client — automate every step of the journey.

Inquiry Management

Automatically capture and connect with inbound leads.

Policy Servicing

Answer FAQs, deliver docs, update policy details.

Claims Support

Intake claims, schedule adjuster callbacks, provide status updates.

Renewal Outreach

Proactively re-engage expiring policies before it happens.

Scheduled Follow-Ups

Automatically nurture and convert prospects over time.

Client Reactivation

Win back dormant clients with smart re-engagement campaigns

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Benefits for Insurance Teams

Join hundreds of agencies that have transformed their client experience and grown their revenue with AI-powered automation.

Never miss a lead or inquiry.

More policies sold and renewed.

Instant, personalized replies.

Free your team from repetitive tasks.

Handle thousands of conversations without hiring additional employees.

4x

More bookings

75%

Response rate

8h

Saved daily

95%

Client satisfaction

Why Insurance Team Love It

Real results that transform how you run your business.

More Revenue

Capture every lead and convert more inquiries into paying clients automatically.

Less Admin Work

Free your team from repetitive tasks so they can focus on client care.

One Communication

Instant, personalized responses that make every client feel valued.

Scales Effortlessly

Handle 10 or 10,000 conversations without adding headcount.

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Start Your Insurance AI Journey

Get started with a free trial — setup in under 30 minutes, and cancel anytime. Adapt AI agents for your insurance workflows and see measurable improvements across sales, service, and claims operations.

Get Started Today

Setup in 30 minutes · Cancel anytime

Frequently Asked Questions

What does synqAGENT  do?
synqAGENT is designed to nurture, qualify, and schedule prospects through phone calls, and follow up with leads. It comes fully equipped with an AI CRM out of the box, you can also customize it to fit your sales style, giving you complete control.
What does synqAGENT include?
Beyond AI agents trained to handle your expired listings, circle prospecting, community updates, nurturing, manage leads, synqAGENT comes with a CRM and much more. 
Is there a trial period for synqAGENT?
We offer a trial period then it’ll renew on a pay-as-you-go plan so you can experience the benefits of Synq with minimal commitment. Get started today to fully experience having an AI sales agent.
How does synqAGENT improve over time?
synqAGENT uses machine learning to adapt and improve its performance based on client interactions. Over time, it becomes more effective at meeting your specific business needs.
Can I customize the types of calls synqAGENT makes?
Yes, synqAGENT can be tailored to handle specific types of calls, such as expired listings, circle prospecting, lead follow-ups, or even recruiting agents. Scripts and cadences are fully customizable to fit your goals.
How does synqAGENT support personalization?
synqAGENT features extensive customization options, allowing it to reflect your brand and personalize client interactions fully. You have complete control over modifying the communication style to suit your preferences.
What is the return on investment with synqAGENT ?
Choosing synqAGENT over traditional hires like virtual assistants or sales/customer service reps saves you thousands of dollars each month. synqAGENT 24/7 and can handle multiple interactions simultaneously, offering a superior return on investment. Did we mention they run on machines, so they’re never tired.
How does the auto-renewal system work for minutes and plans?
synqAGENT operates on a usage-based auto-renewal system. As you consume minutes, additional blocks of minutes are automatically purchased to ensure uninterrupted service. This system eliminates the risk of running out of minutes mid-campaign. You can set thresholds or limits to control auto-renewal, and you’ll receive notifications for each renewal for transparency.
What are the calling regulations I need to be aware of when using SynqAGENT?
As the user, you are responsible for ensuring that all contacts you reach out to have provided consent and are not listed on any Do Not Call (DNC) registries. While synqAGENT provides tools to help you manage compliance, the ultimate responsibility lies with you. We strongly recommend your campaigns comply with all applicable laws and regulations.
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