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Joined July 2022 | Last Updated April 2025

Synatic helps insurance agencies improve data visibility, transfer information between siloed systems, eliminate errors, and automate data processes for greater efficiency. Its advanced solution enhances AMS data quality by cleansing, consolidating client information, and enabling seamless bi-directional integration with CRM systems, eliminating the need to switch between platforms and ensuring effortless access to client data for better customer support.

Features & Quick Stats

Key Features

  • DataFix: Your Data Clean, Accurate, & Duplicate Free
  • AgencySync: Seamless CRM and AMS Integration

How Synatic Helps Independent Agents & Brokers

Enhancing Data Quality: Synatic's DataFix solution cleanses and consolidates client information within Agency Management Systems (AMS), ensuring accurate and duplicate-free data. ​Ensure the data collected is cleansed on a continual basis. Synatic’s DataFix solution streamlines and simplifies the data cleansing process, allowing agents to spend less time dealing with data quality issues and more time serving clients and being productive. 

 

Integrating AMS and CRM Systems: Synatic’s AgencySync facilitates seamless bi-directional data flow between AMS and Customer Relationship Management (CRM) systems, eliminating the need for duplicate data entry and enhancing client service efficiency. ​ AgencySync brings all your data together, allowing Agencies to build dashboards that provide real-time insights into the business.  

 

Integrations

Integrate mostly via API and also via database. Integrates with QQCatalyst, AMS360, BenefitPoint, Sagitta, Hawksoft, AgencyBloc, Applied, HubSpot, pipedrive, OptifiNow, Salesforce, Dynamics 365, RedTail, Accord 

 

Partnerships

Wunderite, Vertafore, IPFS, Relativity6, PS Advisory

Certifications & Awards

SOC2 Type 2