SYNQ speaks your language out of the box. Policyholders are policyholders, work is tracked as policies, and every policy carries a live status your policyholder can watch from their own portal — no status calls, no “where are we at?” emails.
The dashboard Insurance teams see
Policies in force
Active coverage on the books
Open quotes
Awaiting decision
Renewals (30d)
Policies up for renewal
Premium book
Annualized premium tracked
Your policy pipeline, prebuilt
Service menu your policyholders can order from
Personal lines review
Auto, home, and umbrella coverage audit.
Commercial package
GL, property, and workers comp placement.
Life & benefits
Term, whole life, and group benefits.
Claims advocacy
Filing support and carrier follow-through.
Task library included
- Intake questionnaire complete
- Coverage needs analysis
- Carrier quotes requested
- Quote comparison delivered
- Application submitted
- Underwriting questions answered
- Policy bound
- Declarations page delivered
- Payment method on file
- Annual review scheduled
- Claim reported
- Claim documentation submitted
Compliance context
SYNQ is built with insurance obligations in mind, including State DOI licensing, NAIC suitability, PII safeguarding. Data is isolated per firm with row-level access control, and every record change is attributable to a user.