Question 1

What does AI actually do with my clients' policies?

Accepted Answer

When a client uploads a policy document, our AI (powered by Claude) reads every page. It extracts coverage amounts, riders, premiums, cash value, beneficiary details — everything. It generates a plain-English summary, identifies potential issues, and projects future value for permanent policies. During annual reviews, AI compares life changes against coverage and recommends adjustments.

Question 2

How does the revenue share work?

Accepted Answer

You earn 15-25% (depending on your tier) of all revenue MedaSynq generates from your referred clients. That includes subscription payments, claim service fees, and insurance commissions when your clients buy coverage in the app. Subscription share applies for the first 12 months. Everything else is forever. Payouts are automatic via Stripe Connect.

Question 3

Do you integrate with carriers?

Accepted Answer

Yes. We have a library of 50+ carriers with verified contacts, processing timelines, IVR routes, and document requirements. Our AI reads policy documents and extracts data automatically. When a claim is filed, we communicate directly with carriers, track status, and handle all follow-up.

Question 4

Are you competing with me for my clients?

Accepted Answer

No. When your client needs more coverage, they see 'Talk to your advisor' as the first option. If they prefer to buy through the app, you still earn your revenue share. MedaSynq creates sales opportunities that wouldn't exist without our AI — you earn from them either way.

Question 5

Can MedaSynq sell insurance to my clients?

Accepted Answer

Yes. Your clients can shop for and buy coverage directly in the MedaSynq app. When they do, you earn your revenue share automatically. Your clients also see you as their advisor with an option to contact you directly — so you can sell the policy yourself for full commission if you prefer. Either way, MedaSynq found the gap, and you earn.

Question 6

What happened to white-labeling?

Accepted Answer

We replaced white-labeling with agent attribution. Your clients use the MedaSynq app — which has AI policy analysis, claims concierge, and a mobile app — under the MedaSynq brand. But you're listed as their advisor, and all revenue share is attributed to you. This is better for trust: clients trust MedaSynq's AI and claims track record, and you get credit for the relationship.

Question 7

What does it cost?

Accepted Answer

Partner tier is free forever for up to 25 clients with 15% revenue share. Pro is $29/month with 20% revenue share, coverage gap alerts, and unlimited clients. Agency is $199/month with 25% revenue share and multi-agent team management. No long-term contracts.

Question 8

How is this different from a CRM?

Accepted Answer

MedaSynq is client-facing — it's the app your clients actually use. They upload policies, get AI analysis, manage beneficiaries, track coverage gaps, and file claims through it. Your CRM manages your internal pipeline. MedaSynq manages the ongoing client experience. They complement each other.

Question 9

Do my clients get a mobile app?

Accepted Answer

Yes. MedaSynq has iOS and Android apps with push notifications, claim tracking, vault access, journey checklists, and coverage management. Clients get reminders, annual review prompts, and real-time claim status updates on their phone.

Question 10

What happens when a client dies?

Accepted Answer

MedaSynq handles the entire claim. Our team uses AI messaging, a 50+ carrier library, DocuSign integration, and a 20-stage pipeline to file the claim, communicate with the carrier, and follow up until payout. The family gets concierge-level support. The claim service fee is part of your revenue share — you earn without doing any of the work.

Question 11

How do I get paid?

Accepted Answer

Monthly via Stripe Connect. Your dashboard shows pending and paid amounts. Revenue share is calculated automatically — subscription share for the first 12 months per client, claim and insurance share forever. Setup takes 5 minutes.

Question 12

How do my clients sign up?

Accepted Answer

You share your unique referral link. Clients click it and create a free MedaSynq account. No code to type, no extra steps. Attribution happens automatically through the link. You can also import clients via CSV on Pro and Agency plans.

Everything You Need to Know

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Everything You Need to Know

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