A lapsed renewal is a client you never get back
Syntra chases every renewal across your entire book and follows up every quote until it converts or closes, so your commission book keeps compounding instead of quietly leaking away, one missed anniversary at a time.
The book leaks a little every month - one lapsed policy at a time
Renewals slip through
An entire book of anniversaries to track. Miss one and the client walks - with the commission you'd have earned every year after.
Quotes never chased
You quote a lead, they say they'll think about it, and the quote goes cold. Half your pipeline dies from silence, not from a no.
Chasing the paperwork
Fact-finds for an accurate quote, schedules and documents for a claim - endless back-and-forth to collect what you need.
Cross-sell left on the table
A motor client who'd take home cover, a landlord who needs contents - opportunities missed because no one had time to ask.
Every renewal chased, every quote followed up
Renewal outreach on autopilot
Triggered on each policy's anniversary across the whole book - a review invite goes out weeks before cover lapses.
Quote follow-up nurture
Every unconverted quote gets a sequence of gentle nudges - question, reminder, callback offer - until it converts or closes.
Fact-find quote forms
Sends the right fact-find for the cover type and gathers everything needed for an accurate quote - before you pick up the phone.
Lead scoring by cover & value
Scores every new enquiry by cover type and likely premium, so the enquiries worth your time surface first.
Document vault per client
Policies, schedules and claims filed against each client - pulled up in seconds when a renewal or claim comes round.
AI agent that quotes & books
Answers "can you quote me for X?", captures the details, scores the lead and books a callback or raises a quote request.
Every renewal chased before it lapses
The moment a policy nears its anniversary, Syntra reaches out on your behalf - a warm, on-brand invite to review the cover and check the client is still on the best value. It pulls comparable quotes, books the review and tags the outcome, so the whole book renews instead of leaking.
- ✓Per-policy outreach triggered on every anniversary
- ✓Comparable quotes pulled and a review booked automatically
- ✓Renewal retention across the whole book, not just the ones you remembered
Every quote followed up until it lands
A quote with no follow-up is a sale left to chance. Syntra runs a nurture sequence behind every unconverted quote - a helpful nudge, a validity reminder, a callback offer, and flags the warm ones for you to close, so your pipeline stops dying in silence.
- ✓A follow-up sequence behind every quote you send
- ✓Warm, ready-to-close leads flagged for a broker
- ✓Cross-sell prompts by policy type and renewal month
It knows your book, your cover types and every renewal date
Syntra learns your product lines, insurers and fact-find questions, tags every client by policy type, renewal month and cross-sell potential, and keeps their policies, schedules and claims to hand. So renewals chase themselves, quotes get followed up, and your commission book compounds year on year.
- ✓Every policy chased before its renewal date - across the whole book
- ✓Every quote followed up until it converts or closes
- ✓Clients tagged by policy type, renewal month and cross-sell potential
See Syntra run your business
Book a 30-minute walkthrough and we’ll show you exactly how Syntra fits your business - then answer every question you’ve got. No slides, no pressure.
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