For Agencies & Brokers
Your Clients Disappear After the Sale. Policy Vault Fixes That.
The post-sale retention and revenue system built for life insurance agencies. Keep clients engaged, reduce lapses, and earn recurring revenue from your existing book — long after the initial placement.
The Problem: Post-Sale Dropoff
You close the deal, deliver the policy, and then the relationship goes quiet. That silence is costing you.
Clients Go Dark
After policy delivery, most clients don't hear from their agent again until renewal — if they're still around. No touchpoints means no loyalty. By the time you reach out, they've already moved on or forgotten you exist.
Policies Lapse. Revenue Disappears.
Industry lapse rates hover around 20-30%. Clients forget what they have, miss payments, or let coverage expire. Every lapsed policy is lost revenue, lost trust, and a lost client you already paid to acquire.
Claims Drain Time and Relationships
When a beneficiary calls about a death claim, they're confused and overwhelmed. You field the calls, chase paperwork, and spend hours on something that generates zero revenue. The relationship often dies with the policyholder.
The Solution: Policy Vault + Vault Claims
Two layers that turn your book of business into an income-producing asset after the initial sale.
Policy Vault
The Retention Hub
A white-labeled client portal where policyholders manage their coverage, track beneficiaries, and stay connected to your agency. Clients log in, see their policies, get reminders, and update information — all under your brand. Fewer lapses. Stronger relationships. A reason for clients to stay.
- Centralized policy visibility for every client
- Beneficiary and payment update management
- Automated term expiration and lapse alerts
- White-labeled under your agency brand
Vault Claims
The Claims Layer
When a beneficiary needs to file a claim, it happens inside your Policy Vault ecosystem — not through a random 1-800 number. MedaSynq handles the paperwork, carrier communication, and follow-up. Your agency stays connected through the entire claim moment instead of losing the relationship.
- Claims initiated through your ecosystem
- MedaSynq handles all operational burden
- Beneficiary gets concierge-level support
- Agency relationship stays intact through claim
Recurring Revenue
The Business Model
The free tier gets clients into the ecosystem with zero friction. Paid tiers ($19 and $29/month) create actual recurring revenue — you earn a share of every subscription. Plus 10% of Vault Claims revenue when claims are filed through your ecosystem. Your book finally pays you after the sale.
- Free tier drives adoption at scale
- Paid tiers ($19/$29) generate monthly revenue
- 25-50% subscription revenue share (by plan)
- 10% of Vault Claims service fee revenue
Three Tiers. Built for Agency Economics.
Your clients choose a tier. You earn a share of every paid subscription — automatically, every month.
Basic
Activation Layer
Free
Gets clients into the ecosystem with zero friction. They see their policies, get reminders, and stay aware of their coverage. No cost to the client, no barrier to adoption.
Drives adoption at scale. Every client on Basic is one step from a paid tier.
- Secure policy storage
- Policy dashboard
- Term expiration alerts
- Beneficiary visibility
- Email support
Standard
Core Retention Tier
$19/mo
The tier where real value starts. MedaSynq handles beneficiary changes, prepares carrier forms, and manages annual reviews — work that used to fall on your agency or not happen at all.
Your primary recurring revenue driver. Most clients land here.
- Everything in Basic
- Beneficiary changes handled
- Carrier forms prepared & submitted
- Change tracking & confirmation
- Annual policy review
- Priority support
Premium
Full-Service Relationship
$29/mo
Full carrier coordination, proactive beneficiary updates, a dedicated specialist, and annual reports. The highest-value retention tier for your most engaged clients.
Highest revenue per client. Best retention. Strongest relationship.
- Everything in Standard
- Full carrier coordination
- Proactive beneficiary updates
- Dedicated policy specialist
- Annual policy reports
- Phone, chat & escalation support
How It Works
Get started in minutes. No integration required.
Create Your Agency Account
Pick your plan, set up your brand, and configure your white-labeled portal. Takes less than 10 minutes.
Invite Your Clients
Import your book via CSV or invite clients individually. Branded invitations go out under your agency name.
Clients Choose Their Tier
Clients sign up for Basic (free), Standard ($19), or Premium ($29). MedaSynq handles all billing directly.
You Earn Every Month
Track adoption, monitor engagement, and receive your revenue share monthly via Stripe Connect. No invoicing required.
Built for How Agencies Actually Work
Common Questions
Does this replace my CRM?
No. Policy Vault is client-facing — it's the portal your clients log into to see their policies. It complements your CRM by keeping clients engaged between touchpoints.
Who handles billing?
MedaSynq bills clients directly. You never invoice anyone. Revenue share is calculated automatically and paid out monthly via Stripe Connect.
What's the difference between Vault Claims and Claim Assist?
Vault Claims handles claims initiated through your Policy Vault ecosystem — the relationship stays with your agency. Claim Assist is a separate MedaSynq product for one-time consumers who aren't connected to an agency.
How much can I earn?
It depends on your book size and tier mix. For every client on Standard ($19/mo), you earn a recurring share. For every client on Premium ($29/mo), the share is higher. Plus 10% of any Vault Claims service fee revenue. The more clients you activate, the more predictable the income.
What if a client stays on Basic (free)?
You don't earn revenue share on free clients, but they're in your ecosystem. They see your brand, get policy reminders, and they're one step from upgrading. Basic clients reduce lapse risk and keep the relationship alive.
Note: Claim Assist is a separate MedaSynq service for consumers who need one-time help filing a life insurance claim outside of the Policy Vault ecosystem.
Stop Losing Clients After the Sale
Every month you wait is another month your book generates zero post-sale revenue. Policy Vault turns your existing clients into a recurring income stream — and keeps claim moments inside your agency.
30-day free trial. No credit card required. No integration needed.