For Agents & Agencies
MedaSynq is your post-sale team — AI-powered client service, retention, annual reviews, lapse alerts, and a claims concierge for your entire book. Free to join. Unlimited clients.
Running an agency or IMO? Book a demo · IMOs & FMOs
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, e-sign, follow-up. $0 upfront for the family, service fee only after successful payout.
A serviced book is a sticky book. The retention, the alerts, and the claims work come first — the revenue share is the bonus.
A policy flagged at lapse risk triggers an alert to you the same day. One call usually saves it — and the trail commissions that go with it. Included free.
AI finds underinsured clients and notifies you first. You write the business as agent of record and keep your full commission. We take no cut.
A death claim costs you 10–20 hours. MedaSynq runs the whole thing — carrier, paperwork, follow-up — and the family gets white-glove care under your name.
Annual reviews, policy monitoring, beneficiary hygiene, client questions — the post-sale work you never have time for, done for every client you refer.
Earn 10–20% of your clients' Vault subscriptions for as long as they stay subscribed. No 12-month cutoff. Paid monthly via Stripe Connect.
The Partner tier costs nothing, ever, with no client limit. No credit card. No commitment. Bring your whole book.
We work for families and for the agents who protect them — never for the carriers, and never from a family's payout.
Encryption at rest and in transit. Audit logging on all data access.
All client data stored in US regions. Nothing offshore, ever.
Referral links, not codes. W-9 on file, Stripe Connect payouts. And no one — including you — is ever paid a percentage of a family's claim money.
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 — with you named as their advisor.
Lapse and gap alerts flow to you. Claims get handled. Subscription share accrues while your clients stay. All automatic.
The Math
Free Partner tier — illustrative example
New business you write from gap alerts
AI flags underinsured clients and notifies you. You write the policy as agent of record and keep your full carrier commission.
Your commission
Trail commissions protected
Lapse-risk alerts on every client's policies — a call this week usually saves a policy that would have quietly lapsed.
Your renewals
Death claims off your desk
A death claim costs an agent 10–20 hours. MedaSynq handles the entire claim — carrier, paperwork, follow-up — and the family gets white-glove care under your name.
Your time
Subscription revenue share
Example: 40 clients on a paid Vault plan × ~$25/mo avg × 10% share ≈ $1,200/yr — paid for as long as they stay subscribed. No 12-month cutoff.
~$1,200/yr
The biggest numbers on this page are yours, not ours: commissions you write and renewals you keep. The subscription share is the only payment MedaSynq makes — and it never comes from a family's claim money.
Every tier gets the full service for every client. Paid tiers earn a bigger share and add team tooling.
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 subscription revenue share is paid out monthly via Stripe Connect.
No. When our AI finds a coverage gap, you're notified first and your name is what the client sees. You write the business as agent of record and keep your full carrier commission — MedaSynq takes no cut of it.
Partner is free forever with a 10% subscription revenue share and unlimited clients. Pro is $29/mo with a 15% share and priority support. Agency is $199/mo with a 20% share, multi-agent teams, and a dedicated account manager. Every tier gets the full service — alerts, reviews, and claims handling. No long-term contracts.
MedaSynq handles the entire claim — carrier communication, paperwork, follow-up — at no cost to you. And no, you don't earn a percentage of the family's claim fee, deliberately: nobody does. We never share a family's claim money with anyone. What you get is 10–20 hours back and a family that watched your recommendation take care of them.
More questions? Read the full partner FAQ
Every client you refer gets AI-powered service, annual reviews, and a claims team on standby — and you get the alerts, the credit, and the retention. Free to join, unlimited clients.
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