For Agents & Agencies
MedaSynq is your post-sale team — AI-powered client service, retention, AI coverage reviews, premium and term reminders, and a claims concierge for your entire book. Free to join. Unlimited clients.
Running an agency or IMO? Book a demo · IMOs & FMOs
Your clients get an AI-powered app that keeps them engaged with their coverage. You get credited as their advisor. MedaSynq handles the service.
Clients upload a policy. Our AI reads every page — coverage, riders, premiums, cash value, beneficiaries. Plain-English summary in 60 seconds.
DIME-method calculator + AI analysis identifies when clients are underinsured. They know exactly what they need.
Clients on MedaSynq Plus or Family can request one AI review of their coverage each year, with findings and suggested next steps.
For whole life, UL, and IUL policies — projected growth, index tracking, loan availability. Clients see their money working.
Clients name the family members who can open their coverage and documents the day they are needed. Lapse, term-expiry and premium-due alerts keep the policy alive until then.
When a client dies, MedaSynq files the claim — carrier communication, paperwork, e-sign, follow-up. $0 upfront for the family, and the service fee is only ever after payout: 10% on Basic, 7% on MedaSynq Plus, 5% on MedaSynq Family, with Settle and the Reclaim kit already included on Family.
A serviced book is a sticky book. The retention, the alerts, and the claims work come first — the revenue share is the bonus.
Your clients get premium-due and term-expiry reminders before a policy lapses, and a monthly Protection Pulse in the app that flags what needs fixing — so the trail commissions that go with the policy survive. Included free.
When a client asks for help addressing a coverage gap, their request can reach their agency. You write the business as agent of record and keep your full commission. We take no cut.
A death claim costs you 10–20 hours. MedaSynq runs the whole thing — carrier, paperwork, follow-up — and the family gets white-glove care under your name.
Policy summaries, premium and term reminders, client questions, and claims support for the clients you refer. Plus and Family members can request an AI review each year.
Earn 10–20% of your clients' MedaSynq memberships for as long as they stay subscribed. No 12-month cutoff. Paid via Stripe Connect from your Payouts page.
The Partner tier costs nothing, ever, with no client limit. No credit card. No commitment. Bring your whole book.
We work for families and for the agents who protect them — never for the carriers, and never from a family's payout.
Encryption at rest and in transit. Audit logging on all data access.
All client data stored in US regions. Nothing offshore, ever.
Referral links, not codes. W-9 on file, Stripe Connect payouts. And no one — including you — is ever paid a percentage of a family's claim money.
Four steps. No integration. No technical setup.
Create your partner account. Get your unique referral link. No payment required.
Clients click your link and create a MedaSynq account. Basic is free, no card. No friction.
AI summarizes policies, members receive premium and term reminders, and Plus and Family members can request a yearly AI review, with you named as their advisor.
Lapse and gap alerts flow to you. Claims get handled. Subscription share accrues while your clients stay. All automatic.
The MedaSynq membership
Every client you refer gets a MedaSynq account: every policy in one place, read by our AI, watched for lapses, with Meda to answer their questions. Basic is free and generous. Plus does their policy paperwork. Family handles it all and has the after-loss work (Settle, the Reclaim kit, the claim) already covered, which is the conversation you are already having at the kitchen table.
Anyone with a policy. Free, no card.
Free
At a loss, the family gets
One policyholder who wants it handled properly.
$129/yror $14.99/mo
At a loss, the family gets
Your share, for as long as they stay: $12.90/yr on Partner · $19.35/yr on Pro · $25.80/yr on Agency
A household that wants it done for them.
$299/yror $29.99/mo
At a loss, the family gets
Your share, for as long as they stay: $29.90/yr on Partner · $44.85/yr on Pro · $59.80/yr on Agency
The claim fee is charged to the family only after the carrier pays, never to you and never shared with you. The membership share is your only compensation, and it is uncapped.
See the full membership pageThe Math
Free Partner tier — illustrative example
New business you write from gap alerts
AI flags underinsured clients and notifies you. You write the policy as agent of record and keep your full carrier commission.
Your commission
Trail commissions protected
Lapse-risk alerts on every client's policies — a call this week usually saves a policy that would have quietly lapsed.
Your renewals
Death claims off your desk
A death claim costs an agent 10–20 hours. MedaSynq handles the entire claim — carrier, paperwork, follow-up — and the family gets white-glove care under your name.
Your time
Subscription revenue share
Example: 40 clients on a paid MedaSynq plan × ~$214/yr avg × 10% share ≈ $856/yr — paid for as long as they stay subscribed. No 12-month cutoff.
~$856/yr
The biggest numbers on this page are yours, not ours: commissions you write and renewals you keep. The subscription share is the only payment MedaSynq makes — and it never comes from a family's claim money.
Every tier gets the full service for every client. Paid tiers earn a bigger share and add team tooling.
Get started
Free
Most popular
$29/mo
For teams
$199/mo
No. MedaSynq is client-facing — the app your clients use. Your CRM stays your source of truth.
MedaSynq bills clients directly. Your subscription revenue share is paid out via Stripe Connect from your Payouts page.
No. When our AI finds a coverage gap, you're notified first and your name is what the client sees. You write the business as agent of record and keep your full carrier commission — MedaSynq takes no cut of it.
Partner is free forever with a 10% subscription revenue share and unlimited clients. Pro is $29/mo with a 15% share and priority support. Agency is $199/mo with a 20% share, multi-agent teams, and a dedicated account manager. Every tier gets the full service — alerts, reviews, and claims handling. No long-term contracts.
MedaSynq handles the entire claim — carrier communication, paperwork, follow-up — at no cost to you. And no, you don't earn a percentage of the family's claim fee, deliberately: nobody does. We never share a family's claim money with anyone. What you get is 10–20 hours back and a family that watched your recommendation take care of them.
More questions? Read the full partner FAQ
Every client you refer gets policy summaries, premium and term reminders, and access to Claim Assist. Plus and Family members can request a yearly AI review. You remain their named advisor. Free to join, unlimited clients.
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