For MGAs & Program Administrators
Every carrier wants its own bordereau. Synopsis reconciles them from one dataset.
Every carrier-paper relationship demands its own bordereau format and cadence, so policy, claims, and commission data gets reconciled by hand, one carrier at a time, in spreadsheets — with no shared key linking a bound policy to its carrier, claims, producer, and cash.
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 joins your policy, claims, and bordereau data on a shared key centrally, so your finance team runs reconciliations as queries instead of by hand.
We just onboarded a new carrier. Does that add work?
New bordereau data lands into the same warehouse and key, so a new carrier becomes another view of one dataset instead of another parallel spreadsheet pipeline.
How is policy and claims data handled?
Your data lands in your own warehouse, and Synopsis queries it in place, so it stays under your control.
Can this get us ready for a carrier books-and-records review?
Yes. Policy-level premium, claims, and commission history is answerable directly from the warehouse instead of assembled ad hoc each review.
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 mgas & program administrators data.
We'll be in touch within 24 hours.
