MedaSynq Assistant
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For Agents & Agencies
MedaSynq is your post-sale team — AI-powered client service, retention, annual reviews, and claims concierge for your entire book. When we find coverage gaps or handle a claim, you earn. Free to join.
Your clients get an AI-powered app that keeps them engaged with their coverage. You get credited as their advisor. MedaSynq handles the service.
Clients upload a policy. Our AI reads every page — coverage, riders, premiums, cash value, beneficiaries. Plain-English summary in 60 seconds.
DIME-method calculator + AI analysis identifies when clients are underinsured. They know exactly what they need.
Every year, AI reviews their policies — flags expirations, coverage gaps, life changes, beneficiary issues. Not a reminder email — an actual analysis.
For whole life, UL, and IUL policies — projected growth, index tracking, loan availability. Clients see their money working.
If a client goes inactive for 90 days, MedaSynq checks in. If they've passed, beneficiaries are notified and claims begin automatically.
When someone dies, MedaSynq handles the entire claim — carrier communication, paperwork, DocuSign, follow-up. $0 upfront, service fee only after successful payout.
Every client on MedaSynq is an opportunity. AI finds the revenue. You collect it.
Your clients generate revenue through subscriptions, claims, and coverage purchases. You earn 15-25% of all of it — automatically, via Stripe Connect.
When your clients need more coverage, they can shop and buy directly in the MedaSynq app. You're credited as their advisor and earn your revenue share on every policy sold.
AI finds underinsured clients. You get notified first so you can reach out directly — or let them buy through the app. Either way, you earn.
Term policies expiring? Clients going inactive? You get notified first. Protect your book without lifting a finger.
MedaSynq handles the entire claim — carrier communication, paperwork, follow-up. The service fee is part of your revenue share. You earn without doing any of the work.
Partner tier is free. Forever. No credit card. No commitment. You earn from day one.
Four steps. No integration. No technical setup.
Create your partner account. Get your unique referral link. No payment required.
Clients click your link and sign up for MedaSynq. Free Basic tier. No friction.
AI analyzes policies, handles annual reviews, monitors coverage, and services your clients. When they need more coverage, they buy right in the app.
One revenue share on subscriptions, claims, and insurance purchases. All passive, all automatic, all via Stripe Connect.
The Math
Pro Partner, $29/mo
Subscription revenue share
100 paid clients × ~$25/mo avg × 20% × 12 months
$6,000
Claim revenue share
~3 claims/yr × $150K avg × 10% fee × 20% share
$9,000
Insurance revenue share
~10 clients buy coverage in-app × $750 avg MedaSynq commission × 20%
$1,500
Start free. Upgrade when the revenue justifies it.
Get started
Free
Most popular
$29/mo
For teams
$199/mo
No. MedaSynq is client-facing — the app your clients use. Your CRM stays your source of truth.
MedaSynq bills clients directly. Your revenue share is paid out monthly via Stripe Connect.
No. When your client needs more coverage, they see your name first with an option to contact you directly. If they buy through the app instead, you earn your revenue share automatically. We created the opportunity — you earn either way.
Partner tier is free forever with 15% revenue share. Pro is $29/mo with 20% revenue share and coverage gap alerts. Agency is $199/mo with 25% revenue share and multi-agent team management. No long-term contracts.
MedaSynq handles everything — carrier communication, paperwork, follow-up. AI-powered. 20-stage pipeline. Claim service fees are part of your revenue share — you earn without doing any of the work.
Every client in your book generates revenue — subscriptions, claims, coverage purchases. MedaSynq finds the opportunities. You earn 15-25% of all of it.