Solo agent
Your own book of business. Statements come in and get sorted automatically, you see exactly what each carrier paid you, and you get an early warning the moment a chargeback shows up.
Ecosystem · LyncCIS — Commission Intelligence System
Know — provably — what you’re actually owed.
Know what you’re owed. Pay your downline correctly. Keep clients for life. LyncCIS turns the monthly chaos of carrier statements, writing codes, missing payouts, and downline overrides into a clean commission picture you can actually trust.
7-day free trial on all plans with a payment method on file.
Watch it in action
See how powerful LyncCIS truly is.
A short, music-only screen tour through the parts of the system that quietly run an agency.
The monthly chaos
The most expensive question in this business is the one nobody answers.
“What am I actually owed — and did I get it?” Every month, the same four things go sideways:
- Statements arrive in 5 different formats every month — CSVs, PDFs, portals, emails.
- Chargebacks slip through unnoticed for months and quietly drain your renewals.
- Override spreadsheets break every AEP the moment one downline hierarchy shifts.
- Newly renewed policies aren't surfaced in time to actually retain the client.
Who it’s built for
From the kitchen-table solo to the 10-level FMO.
Small agency
A few agents under one roof. Shared statements, payouts that go out under your agency's brand, and agents automatically matched to their commissions by writing code.
Growing agency
A larger team with multiple uplines and override layers. The full AI suite plus the ability to plug LyncCIS into the other systems you already use.
FMO / Brokerage / Enterprise
Up to 10 levels of upline overrides, unlimited carriers, deeper reconciliation tools, team-wide reporting, and white-glove onboarding for your whole organization.
Core capabilities
Nine pillars, one command center.
Statement reconciliation that learns
Drop a carrier CSV. LyncCIS learns the format the first time and auto-applies it the next time the same layout appears. Commissions are matched to agents automatically; if something looks off, you review it.
Book of Business & policy lifecycle
Bulk policy uploads with per-batch undo, auto-status rules, renewal classification, duplicate detection, an Upcoming Birthdays card, and full per-policy edit history.
Up to 10-level upline overrides
Uplines are first-class data — not a bolt-on report. Configure overrides per carrier or globally. Uplines see downline production; downline agents never see upline numbers.
Branded agent statements & payouts
Payouts go out under your agency's brand, not Lync's. Draft → schedule-publish in your timezone. Hides $0 rows. Payout reports carry your agency name, not ours.
Reports & reconciliation dashboard
Flags active policies with no commissions, orphaned commissions, $0 payouts, and calculation issues in seconds. Branded chart PDF reports bake in your agency brand.
AI Concierge on real data
A data-aware assistant that reads your actual commission and policy data, then answers like someone who knows your book of business. Confirmation gates before any write, plus a global kill switch.
Handwritten AI Greetings — natively built in
Real robotic-pen ink on real cardstock, triggered by new policy, renewal X days out, holidays, cancellation goodbye, and policy-holder birthday. No separate Lync Greetings subscription required — each user buys card packs right inside LyncCIS (10-card minimum, volume pricing as packs grow, optional auto-topup with monthly caps). Insurance-specific templates, an in-app editor, and QR-code attachments are included.
Leads + Hot/Warm/Cold scoring (pilot)
Track leads in one place with a manual communication log. Smart temperature scoring shows which prospects are worth your time and is recalculated daily.
Calendar & appointments
Book appointments, link them to a lead or policy, and track what happened so nothing falls through the cracks.
Privacy built in
Your agents only see what they should see.
An agent cannot see another agent’s numbers. An upline only sees the downline they earn on. Owners see the full picture. No tricks, no workarounds — this is why agencies trust LyncCIS with sensitive payout data.
- Base agentSees their own commissions and payouts. Nothing else.
- UplineSees their own book plus the downline they earn overrides on.
- Owner / AdminFull visibility across the agency, including overrides and reconciliation.
- Licensed-Only Agent (LOA)Limited view appropriate to the role.
AI Concierge
Ask your data a question. Get a real answer.
The Concierge calls live, scoped tools against your real commission, policy, and agent data — not a generic chatbot guessing from training data. Every write action requires confirmation, and a global kill switch is one click away.
Friendly metering: 100 questions/day, 200/month per user. Admins bypass.
- “What did Aetna pay me in March?”
- “Which agents had chargebacks last month?”
- “Show me policies active in 2026 with zero commissions logged.”
- “What’s my Top-5 producers by override revenue this quarter?”
Greetings — built into LyncCIS
Send a real handwritten card without leaving LyncCIS.
No separate Lync Greetings account, no second subscription. Each user buys card packs right inside LyncCIS, picks an insurance-specific template (or edits one with the in-app editor and QR-code attachments), and triggers it from a policy, a renewal, a birthday, or a manual one-off.
- • 10-card minimum per pack — pricing drops as packs get larger.
- • Optional auto-topup with a monthly cap you set.
- • Insurance-only template library, kept compliant for the industry.
- • Dry-run preview shows every skip reason before a single card prints.
Standout differentiators
Why agencies pick LyncCIS over another spreadsheet.
- 01Private by default. An agent sees their pay. An upline sees their downline. Owners see everything. No workarounds.
- 02Custom-branded statements. Your agency's brand on every payout, never Lync's.
- 03True handwritten AI greetings inside a commission product. Nobody else does this.
- 04Up to 10-level uplines as native data, not a bolt-on report.
- 05Undo mistakes without breaking history. Deleting a policy unlinks commissions; deleting an agent preserves their record. Audits stay clean.
- 06Built for commission work — not a bloated CRM trying to do everything.
- 07Ask your numbers real questions. The AI confirms before it changes anything, and can be paused in one click.
- 08Built around how agencies actually run. The workflows, terminology, and reports were shaped with real agency owners — not designed in a vacuum.
Plans & access
Solo agent through enterprise FMO — one product, four tiers.
Four tiers that scale from a single agent up to a multi-level FMO. Move up or down at any time — nothing is ever deleted when you change plans. Current pricing and full plan details live on lynccis.com.
Solo
Just you
- Seats
- 1 agent
- Carriers
- Up to 12
- Statements
- 15 / mo
- AI Concierge
- 25 AI questions / day
Starter
Small teams
- Seats
- Up to 5 agents
- Carriers
- Up to 15
- Statements
- 30 / mo
- AI Concierge
- 50 AI questions / day
Professional
Growing agencies
- Seats
- Up to 25 agents
- Carriers
- Up to 25
- Statements
- 100 / mo
- AI Concierge
- 200 AI questions / day
Enterprise
FMOs & brokerages
- Seats
- Up to 50 agents
- Carriers
- Unlimited
- Statements
- Unlimited
- AI Concierge
- 500 AI questions / day
Enterprise also unlocks larger Smart Track capacity and white-glove onboarding for the whole organization. Any LyncCIS subscriber also gets the Lync CRM Solo tier included at no additional cost.
Trust, security & compliance
Built for an industry that takes audits seriously.
- Bank-grade encryption in transit and at rest.
- Two-factor authentication on sensitive routes.
- Payment data stays with Stripe — never on Lync servers.
- Bank linking uses Plaid; credentials are disposed after use.
- 90-day data recovery window if you ever cancel.
Where it connects
One platform, two domains, zero bleed-through.
One login for your team
Your team signs in once. The right tools show up automatically based on what your agency subscribes to.
Appointments stay in sync
Schedule on either side and it shows up on the other. Optional Google Calendar sync keeps personal calendars lined up too.
Leads flow in from Lync CRM
Mark a contact in Lync CRM as a LyncCIS lead or client and it appears in LyncCIS automatically, attached to the right owner.
A focused workspace
Prefer commission intelligence on its own? LyncCIS can be used as a standalone product — clean, focused, and free of anything you don’t need.
LyncCIS is its own product. Contact and calendar sync with Lync CRM activates only when you subscribe to both. Handwritten greetings are built directly into LyncCIS — no separate Lync Greetings subscription is required; each user simply purchases card packs inside their LyncCIS account (10-card minimum, optional auto-topup). Sending automated cards from inside Lync CRM does still require a Lync Greetings account or credits.
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