Built for growing insurance agencies
Growth shouldn't make
your agency harder to run.
LyncCIS brings commissions, hierarchy-based distributions, producer portals, books of business, leads, retention, and agency intelligence together in one connected platform — built around the way your agency actually operates.
Seven-day free trial • complimentary expert-led setup call.
The problem
Every new agent adds revenue — and quietly adds chaos.
The bigger your book, the heavier the back-office gets. Most agencies feel it long before they can name it:
- Days lost every cycle to spreadsheets, reformatting, and re-keying carrier statements.
- Hierarchy splits and overrides that never quite tie out — and can't be defended on demand.
- Producers pinging you for numbers, statements, and book snapshots you don't have time to send.
- Retention leaking quietly because no one has bandwidth for birthdays, renewals, and check-ins.
See it in action
1-Minute Walkthrough
Problem, solution, and the real value — in under a minute.
The shift
Three to four days of processing, reduced to about one to two hours.
LyncCIS was built by insurance operators who were tired of watching real commissions get lost in spreadsheets. It's the simplest CRM-style system our customers say they've ever used — and the most powerful thing running behind their agency.
Your seven-day trial includes
- Agency, hierarchy, and user setup
- Carrier connections and statement mapping
- Your first commission workflow, running live
- Producer portal walkthrough for your team
No credit card gymnastics. A real person walks you through it.
One connected platform
Everything your agency runs on — finally in one place.
Not another dashboard bolted onto your workflow. The operational spine of your agency, redesigned around how commissions, hierarchies, and relationships actually move.
Commissions & Hierarchy
Ingest carrier statements, resolve every split down the hierarchy, and settle overrides without a spreadsheet in sight.
Producer Portals
A professional, branded experience for every agent and upline — their book, their earnings, their statements, on demand.
Books, Leads & Retention
Books of business, lead flow, and renewal cadences connected to the same source of truth your commissions run on.
AI Greetings & Automations
Birthdays, plan reviews, holidays, and welcomes — sent on time, in your voice, without anyone remembering to send them.
Agency Intelligence
Defensible reports and clean audit trails so you can answer any question — from a producer, an upline, or a carrier.
One Operating Layer
Stop stitching CRMs, spreadsheets, and portals together. One system, one hierarchy, one number everyone trusts.
AI Greetings & mass mailers
Handwritten-style outreach, sent at scale.
Birthdays, plan reviews, welcomes, holidays — designed, personalized, and mailed on autopilot. The retention play the biggest agencies use, built right into LyncCIS.
Real handwritten-style cards
Not another email in the inbox. Physical, personal, unforgettable.
Automated at the right moments
Birthdays, plan reviews, renewals, and welcome sequences trigger themselves.
Written in your voice with AI
AI drafts the message, you approve — or let it run fully automated.
The power of LyncCIS mass mailers.
Straight from our customers
Agencies like yours are already running calmer with LyncCIS.
Real agencies, real results, and the exact words they'd use to describe the difference.
“I've been in the Medicare insurance industry since 2006, managing multiple downline entities and LOA agents with monthly commission payouts. Before LyncCIS, commission tracking and reconciliation took days of spreadsheets, manual data entry, edits, and constant auditing. LyncCIS has completely transformed our process. What once took days is now reduced to minutes. The platform is simple to use, yet incredibly powerful behind the scenes. From commission tracking and reconciliation to policy and book-of-business management, everything is streamlined in one place. If you're a Medicare agent, agency, or FMO looking for a better way to manage commissions and operations, I highly recommend the LyncCIS platform. It has been a massive success for our organization.”
From the field
See LyncCIS in the wild.
Quick snapshots of what LyncCIS looks and feels like out in the world.
Request a demo
Choose when our demo team should reach out.
Tell us a bit about your agency and choose your preferred day and window for a quick confirmation call. We’ll discuss your needs, confirm the exact demo appointment, and send the Zoom link once it is set.
Pricing
Plans that grow with your book
Every plan includes a 7-day free trial. Annual billing saves you two months.
Solo
For individual agents tracking their own commissions.
- 1 agent seat
- 25 AI credits / month
- 12 carrier integrations
- 15 monthly statement uploads
Starter
For small agencies managing multiple carriers and agents.
- 5 agent seats
- 50 AI credits / month
- 15 carrier integrations
- PDF conversion + white-label
Professional
For mid-size agencies with multi-carrier books and teams.
- 25 agent seats
- 200 AI credits / month
- 25 carrier integrations
- API & webhook access
Enterprise
For large brokerages and FMOs with complex hierarchies.
- 50 agent seats
- 500 AI credits / month
- Unlimited carriers & uploads
- Priority support + custom integrations
Need more than 50 seats? Request a demo for a custom Enterprise plan.
FAQ
Common questions
See a better way to run your agency.
Seven-day free trial. Complimentary expert-led setup call. Your first commission workflow, live before the week is out.