For Insurance Agencies & Brokerages
One AMS, dozens of carrier portals, no shared key. Synopsis unifies them.
Your agency management system holds the book, but the authoritative policy, billing, and commission truth sits locked in a separate portal for every carrier you represent — with no shared key to the AMS or to each other.
The join, made visible
Every system you run — and the answers you can't get today.
One shared key across every system. No exports, no VLOOKUP — the tools you already run, finally answering the questions that matter.
Good morning, Morgan.
Q3 Revenue Review
Renewal due in 71 days. Usage down 12% QoQ and two support escalations open — flagged at risk by the renewal model.
Questions
Answers before you ask.
Do we need a data team?
No. Synopsis unifies your AMS and carrier commission data centrally, so account managers ask questions directly instead of cross-referencing portals by hand.
Does this log into each of our carrier portals?
No. Synopsis works from the data you already receive — your AMS records and the commission statements carriers send — and joins them on a shared policy key, rather than logging into carrier systems for you.
How is client data handled?
Your data lands in your own warehouse, and Synopsis queries it in place, so client and policy data stays under your control.
We're thinking about selling to a consolidator. Can this help?
Yes. A unified, reconciled book makes diligence faster and strengthens your position instead of triggering a last-minute data scramble.
Do we need a data team or anyone who knows SQL?
No. We configure your warehouse with you and connect the systems you already run; your team just asks questions in plain English. Nobody has to write SQL or babysit pipelines unless they want to.
Does Synopsis replace the software we already use?
No. Your systems of record — ERP, CRM, accounting, and the rest — stay exactly where they are. Synopsis sits on top and joins them into one place you can query, so you report across everything instead of exporting from each tool.
Where does our data live, and is it secure?
Your data stays in your own warehouse — we don't keep a copy. Access is governed per user and every query is audit-logged. Synopsis is SOC 2 Type II, and you can review our live security posture in the Trust Center.
How is this different from a BI tool or a stack of dashboards?
BI tools chart data that something else already had to clean and join. Synopsis does that upstream work — connecting your systems, resolving entities, and enforcing your metric definitions — then answers in plain English, builds the dashboards, and traces every number back to its source.
Get started
See it on your own data.
Most demos take about 30 minutes. Bring a question you've been waiting months to answer — we'll reply within 24 hours.
Book a 30-minute demo
See Synopsis run against insurance agencies & brokerages data.
We'll be in touch within 24 hours.
