For Agencies & IMOs
Turn Your Book of Business
Into Recurring Revenue
Policy Vault + Claim Assist for your clients. White-labeled. We handle billing, admin, and claims. You get paid monthly.
The Problem: Post-Sale Dropoff
You sold the policy. Now what?
Post-Sale Dropoff
You sold the policy. Now what? Clients disappear until renewal, leaving you vulnerable to churn.
Lapses + Orphaned Policies
20-30% lapse rate hurts everyone. Clients forget what they have, and you lose revenue.
Claims Chaos
Your clients struggle with claims, you field the calls. Time-consuming, relationship-damaging, and unprofitable.
The Solution: Policy Vault + Claim Assist
Three value props that transform your client relationships
Policy Vault
Digital hub keeps clients engaged, reduces lapses. Clients see all their policies in one place, track coverage, and stay connected to your agency.
Claim Assist
We handle claim filing ($0 upfront, 5% success fee), you maintain relationship. Clients file claims through your portal, we do the paperwork, you stay the hero.
Revenue Share
Get paid monthly for every active client (15-25% of subscriptions + claim fees). Turn your book into predictable recurring revenue.
How It Works
Get started in minutes, not months
Sign Up & Choose Plan
Select Starter, Professional, or Enterprise. Set up your agency account in minutes.
Invite Clients
CSV import or one-by-one. Send branded invitations that link clients to your portal.
Clients Subscribe
Clients pay MedaSynq subscriptions ($9.99-$19.99/mo). You don't handle billing.
Track & Get Paid
Monitor adoption metrics, see revenue share in real-time. Monthly payouts via Stripe Connect.
Everything You Need to Serve Clients
Frequently Asked Questions
Do I need to change my CRM?
No. Policy Vault doesn't replace your CRM. It's a client-facing portal that complements your CRM by keeping clients engaged between renewals.
Who bills the client?
MedaSynq (we handle all billing). Clients pay us directly, and you receive your revenue share monthly via Stripe Connect.
How do payouts work?
Monthly via Stripe Connect. You'll see pending/paid amounts in your dashboard. Setup takes 5 minutes.
What if a client cancels?
You stop earning on that client. No penalties. You can re-invite them anytime.
Ready to Get Started?
Start your free trial or talk to our sales team about your agency's needs.