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AI Insights
AI Insights
AI Insights
Sales Intelligence for Group Insurance.
Automatically record every renewal and new business,
without any manual CRM entries.
Automatically record every renewal and new business, without any manual CRM entries.
Deals
☷
Insights◇
Pipeline⬡
Status♜
ReviewConnections
▥
Companies▣
ContactsTeam
ϟ
Activity insights♧
MembersPipeline›Acme Group
AI live · Live
● New Business
Group Life
Requirements
▥
Acme Group
Group Life Insurance
Opportunity
Requirements
Market / RFQ
Quote Review
Proposal
Placement
EST. PREMIUM
€420,000
DEAL OWNER
John Henrick
BROKER
Aon
STAGE
Requirements
AI ACTIVITY
2 signals
✣ AI INSIGHT
AI has identified a...
Activities
Emails
Participants
Automatically detected by AI
↑
Client confirms benefit requirements
Requirements
Today, 10:42
↑
Group life opportunity identified
Opportunity
Yesterday, 16:18
-0%
-0%
Manual entries
-0%
-0%
Manual entries
-0%
-0%
Manual entries
0M+
0M+
Tasks automated
0M+
0M+
Tasks automated
0M+
0M+
Tasks automated
$0M+
$0M+
Premium protected
$0M+
$0M+
Premium protected
$0M+
$0M+
Premium protected
0+
0+
Deals captured
0+
0+
Deals captured
0+
0+
Deals captured
THE PROBLEM
THE PROBLEM
THE PROBLEM
Deadlines, files, and data lost in inboxes, costing carriers time and money.
70% of sales activity not visible in CRM
Opportunities and relationship signals are scattered across inboxes, calendars and individual memory.
70% of sales activity not visible in CRM
Opportunities and relationship signals are scattered across inboxes, calendars and individual memory.
70% of sales activity not visible in CRM
Opportunities and relationship signals are scattered across inboxes, calendars and individual memory.
23% of renewals lost to late engagement
Renewal risk, expansion potential and weakening tender momentum often become visible too late.
23% of renewals lost to late engagement
Renewal risk, expansion potential and weakening tender momentum often become visible too late.
20% of time spent on manual entries
Reps spend time maintaining CRM records, while leaders still depend on incomplete data and subjective forecasts.
20% of time spent on manual entries
Reps spend time maintaining CRM records, while leaders still depend on incomplete data and subjective forecasts.
HOW IT WORKS
HOW IT WORKS
HOW IT WORKS
Turn your inbox into structured sales data.
Sign-in with Microsoft
Sign-in with Microsoft
Syncast analyses inboxes, files, and more to uncover insights
Syncast analyses inboxes, files, and more to uncover insights
Syncast turns insights into structured sales data
Syncast turns insights into structured sales data
Sign in with Microsoft
$
Sign in with Microsoft
$
SOLUTIONS
SOLUTIONS
SOLUTIONS
Put AI auto-capture behind every
tender, renewal, and decision.
Put AI auto-capture behind every tender, renewal, and decision.
Finds and maps
every relationship
See the decision-makers, brokers, advisers, and internal specialists involved in each opportunity.
Contacts
Companies
Team Members
Opportunities
Claire Duboisclaire@lumamanufacturing.dk
Luma Manufacturing
MJS+5
Aon
Strong
2d ago
Martin Kellermartin@novacore.eu
Novacore
JN
Howden
Good
5d ago
Leila Hassanleila@greenfieldfoods.com
Greenfield Foods
SAN+2
Marsh
Good
1w ago
Thomas Beckerthomas@meridianenergy.de
Meridian Energy
AM
WTW
Weak
2w ago
Isabelle Moreauisabelle@beaumontretail.fr
Beaumont Retail
ELS+1
Marsh
Strong
1mo ago
David Thompsondavid@harbortechnologies.co.uk
Harbor Technologies
NAF
Howden
Weak
2mo ago
Detects renewal risks, tenders stalled, …
Identify stalled tenders, weakening broker or employer engagement, renewal deadlines and more, early enough to act.
Risk signals
Renewal alerts
Deal monitoring
Deal status
4 risks · 1 momentum
Fjord Mobility · Renewal approachingRenewal due in 21 days · decision meeting has not been booked
Greenfield Foods · Tender stalledNo progress for 18 days · evaluation meeting still not scheduled
Novacore · Missed follow-upNext step overdue · employer follow-up was due 6 days ago
Meridian Energy · Requirements clearedPricing unblocked · all critical requirements resolved
Helps you prioritize opportunities
Assess which opportunities are active and realistically winnable using sales activity evidence.
Winnability
Next action
Opportunity scoring
Status›Acme Corp
New business · Group life
WinnabilityMedium
Premium opportunityExcellent
Stakeholder engagementExcellent
Intermediary supportGood
Case progressMedium
Resources investedLow
Decision accessPoor
Gives you full
pipeline visibility
Identify opps and track their true stage, stakeholders, and likelihood - turning sales forecasts from rep opinion into evidence.
Pipeline stages
Forecasting
Deal progression
Opportunity1
Requirements0
Market / RFQ0
“Syncast gives us a live view of what’s happening across our book — surfacing opportunities, renewal risks and broker activity automatically, so we can act earlier and spend less time on manual reporting.”
Michael Hansen
CEO at Swiss Life
↓0hrs
↓0hrs
Manual CRM work
↑95%
↑95%
Premium visibility
↑2x
↑2x
Renewal retention
“Syncast gives us a live view of what’s happening across our book — surfacing opportunities, renewal risks and broker activity automatically, so we can act earlier and spend less time on manual reporting.”
Michael Hansen
CEO at Swiss Life
↓0hrs
↓0hrs
Manual CRM work
↑95%
↑95%
Premium visibility
↑2x
↑2x
Renewal retention
“Syncast gives us a live view of what’s happening across our book — surfacing opportunities, renewal risks and broker activity automatically, so we can act earlier and spend less time on manual reporting.”
Michael Hansen
CEO at Swiss Life
↓0hrs
↓0hrs
Manual CRM work
↑95%
↑95%
Premium visibility
↑2x
↑2x
Renewal retention
OPPORTUNITY INSIGHTS
OPPORTUNITY INSIGHTS
Record every account and broker opportunity.
Accounts
Builds a fully traceable account history from emails and meetings, so teams can see what happened, when, and with whom.
Brokers
Get a complete view of opportunities originating through brokers, with in-depth insights on relationships, win-rates, and more.
86420
6
8
8
5
1
< €250k€250–500k€500k–1m€1–2m€2m+
Account
Contracts
Total Value
Team Members
Lives
Renewal
Broker
Connection
Luma ManufacturingManufacturing
4
€4.8m
MJS+2
6,400
30 Sep
Aon
Strong
NovacoreTechnology
3
€3.2m
JN
4,150
15 Nov
Howden
Weak
Greenfield FoodsFood & beverage
5
€5.6m
SAM+1
8,900
31 Dec
Marsh
Good
Meridian EnergyEnergy
2
€2.9m
AMF
3,700
1 Oct
WTW
Good
Oakbridge HotelsHospitality
4
€3.9m
NJE+3
5,250
1 Jan
Lockton
Weak
Accounts
Builds a fully traceable account history from emails and meetings, so teams can see what happened, when, and with whom.
Brokers
Get a complete view of opportunities originating through brokers, with in-depth insights on relationships, win-rates, and more.
129630
8
11
11
8
2
< €250k€250–500k€500k–1m€1–2m€2m+
Broker
Clients
Contracts
Total Value
Broker Team
Lives
Win Rate
Connection
AonGlobal · Nordic
14
22
€18.4m
EKP+2
24,800
68%
Strong
MarshGlobal · Nordic
11
17
€14.2m
DEL+1
19,600
61%
Strong
WTWGlobal · Nordic
9
14
€11.8m
COM
15,200
54%
Good
HowdenInternational · Nordic
7
10
€8.1m
AJ
10,900
72%
Strong
LocktonGlobal · Specialty
6
9
€6.9m
ETM+3
8,700
47%
Weak
Accounts
Builds a fully traceable account history from emails and meetings, so teams can see what happened, when, and with whom.
Brokers
Get a complete view of opportunities originating through brokers, with in-depth insights on relationships, win-rates, and more.
86420
6
8
8
5
1
< €250k€250–500k€500k–1m€1–2m€2m+
Account
Contracts
Total Value
Team Members
Lives
Renewal
Broker
Connection
Luma ManufacturingManufacturing
4
€4.8m
MJS+2
6,400
30 Sep
Aon
Strong
NovacoreTechnology
3
€3.2m
JN
4,150
15 Nov
Howden
Weak
Greenfield FoodsFood & beverage
5
€5.6m
SAM+1
8,900
31 Dec
Marsh
Good
Meridian EnergyEnergy
2
€2.9m
AMF
3,700
1 Oct
WTW
Good
Oakbridge HotelsHospitality
4
€3.9m
NJE+3
5,250
1 Jan
Lockton
Weak
TEAM INSIGHTS
TEAM INSIGHTS
Spot quote-to-bind leakage,
with team insights.
Team Member
Maya Chenmaya@northstar.life
Jonas Bergjonas@northstar.life
Sofia Lindsofia@northstar.life
Activity 7d
Active Pipeline
18 deals€8.4m
15 deals€7.1m
21 deals€9.6m
Conversion Bottleneck
RFQ → Quote43% conversion
Opportunity → Req.68% conversion
Quote → Proposal51% conversion
Prioritization
82% focused2 shadow deals
91% focusedNo shadow deals
64% focused6 shadow deals
Follow-up Discipline
71% on time4 overdue
94% on timeNone overdue
63% on time7 overdue
Stakeholder Coverage
76% mapped3 single-threaded
88% mapped1 single-threaded
58% mapped6 single-threaded
Coaching Signal
Coach
Quote follow-up gapsHealthy
Healthy broker cadenceWatch
Pipeline spread too wideTeam Member
Maya Chenmaya@northstar.life
Activity 7d
Active Pipeline
18 deals€8.4m
Conversion Bottleneck
RFQ → Quote43% conversion
Prioritization
82% focused2 shadow deals
Follow-up Discipline
71% on time4 overdue
Stakeholder Coverage
76% mapped3 single-threaded
Coaching Signal
Coach
Quote follow-up gapsSpot conversion bottlenecks
Managers can uncover where and why pipeline conversion breaks for each team member.
Spot conversion bottlenecks
Managers can uncover where and why pipeline conversion breaks for each team member.
Spot conversion bottlenecks
Managers can uncover where and why pipeline conversion breaks for each team member.
Lift team pipeline throughput
Managers avoid shadow pipeline, and get direct insight into team members’ pipeline and prioritization statistics.
Lift team pipeline throughput
Managers avoid shadow pipeline, and get direct insight into team members’ pipeline and prioritization statistics.
Remove coaching blindspots
Managers get insights on each reps’ performance, and work patterns to remove blind spots in review sessions or 1:1s.
Remove coaching blindspots
Managers get insights on each reps’ performance, and work patterns to remove blind spots in review sessions or 1:1s.
Remove coaching blindspots
Managers get insights on each reps’ performance, and work patterns to remove blind spots in review sessions or 1:1s.
SECURITY
SECURITY
SECURITY
Enterprise-grade security, built in.
ISO 27001
aligned
Security practices aligned with ISO 27001 principles and structured controls.
ISO 27001-aligned controls
GDPR-conscious data handling
Security policies and access controls
ISO 27001
aligned
Security practices aligned with ISO 27001 principles and structured controls.
ISO 27001-aligned controls
GDPR-conscious data handling
Security policies and access controls
ISO 27001
aligned
Security practices aligned with ISO 27001 principles and structured controls.
ISO 27001-aligned controls
GDPR-conscious data handling
Security policies and access controls
256-bit
encryption
Industry-standard encryption protects your data in transit and at rest.
Encryption in transit and at rest
Secure Microsoft infrastructure
Controlled data access
256-bit
encryption
Industry-standard encryption protects your data in transit and at rest.
Encryption in transit and at rest
Secure Microsoft infrastructure
Controlled data access
256-bit
encryption
Industry-standard encryption protects your data in transit and at rest.
Encryption in transit and at rest
Secure Microsoft infrastructure
Controlled data access