Automate insurance & legal back-office workflows with AI
From commission reconciliation to document verification and natural-language search — Synk AI reduces manual work so your team focuses on high-impact tasks.
90% Time Savings
Reduce manual processing from hours to minutes
95%+ Accuracy
AI-powered document processing and reconciliation
Enterprise Ready
Secure, scalable, and compliant automation
Operations teams spend hours every week reconciling statements, extracting data from PDFs, and chasing documents.
Manual reconciliation causes revenue leakage
Slow policy servicing hurts client experience
Hard-to-find knowledge across AMS, CRM and shared drives
Our Solution
Fast Reconciliation
AI maps statements to policies and flags mismatches in minutes
Document Understanding
Extract key fields from PDFs, emails and images with high accuracy
Unified Search
Natural language search across internal & external knowledge sources
Common Use Cases
Streamline your most time-consuming back-office operations with intelligent automation
Commission Reconciliation
- Auto-parse carrier statements
- Match to policy records
- Generate receipts
- Flag discrepancies
COI Generation
- Template-based issuance
- One-click delivery
- PDF + email
- Auto-renewal tracking
Claims Intake (FNOL)
- Auto-create claim records
- Surface missing info
- Route to adjusters
- Timeline tracking
Policy Renewals & Endorsements
- Detect expiring policies
- Pre-fill renewals
- Generate endorsements
- Client notifications
Report Generation & BI
- Scheduled reports
- Audit trails
- Performance metrics
- Compliance dashboards
Lead Enrichment & CRM Sync
- Auto-fill company details
- NAICS codes
- Revenue data
- Contact information
Ready to automate your workflows?
Process 1,000+ statements per month with 90% less manual effort and recover lost revenue.
Frequently Asked Questions
Get answers to common questions about automating your insurance and legal workflows