Built for the claims and policies your examiners will audit.

Claims files that span adjuster notes, photos, field reports, and signed statements — assembled in multiple systems. Policy documents that need to match endorsements issued years apart. Market conduct examinations that arrive with 60 days to produce complete files for thousands of policies. TeamSync gives carriers, MGAs, and brokers a document platform that makes examination readiness an operational state, not a crisis response.

Talk to an insurance solutions engineer · See use cases · Compliance coverage

What insurance teams use TeamSync for.

Claims files that close faster.

Every document in the claim — FNOL, adjuster notes, field photos, medical records, expert reports, settlement agreements — captured and structured from the first notification. Mobile capture from the field posts directly into the claim file; no batch upload at end of day. AI-assisted summarisation gives the claims director a readable brief on any file in seconds. Cycle time drops; leakage falls.

Policy administration records that match.

Declarations pages, endorsements, renewal documents, cancellation notices — every version retained, timestamped, and linked to the policy record. When coverage disputes arise, the document of record is the one TeamSync holds, not the one the insured printed two years ago.

Market conduct examination readiness.

State insurance department examinations require production of claims files, underwriting files, and complaint records within tight windows. TeamSync's structured repository means any file set can be exported as a complete, auditable package — not assembled from multiple systems during the examination window. The examiner gets what they need; your team keeps working.

Underwriting file discipline.

Submission documents, risk assessments, loss runs, correspondence, binding authority confirmations — structured per risk, retained per jurisdiction's requirements, searchable by underwriter, line of business, or renewal date. Underwriting decisions are documentable; renewal conversations start from a complete file.

Broker and agent document management.

Appointment agreements, errors and omissions certificates, licensing documentation, compensation disclosures — managed as a structured registry per producer, with expiry tracking and renewal workflows. The compliance team's attention goes to exceptions, not to manual tracking of hundreds of producer records.

Where TeamSync fits with your insurance stack.

TeamSync does not replace your policy administration system, your claims management system, or your underwriting platform. It sits at the document layer those systems generate — the file, the correspondence, the signed form, the audit-ready archive.

Compliance, by name.

NAIC Market Conduct standards · State insurance department record retention requirements · Sarbanes-Oxley (for publicly traded carriers) · GDPR / CCPA for policyholder data · SOC 2 Type II.

Talk to us.

30 minutes with a solutions engineer who understands claims workflows, policy administration complexity, and the document standards that market conduct examinations enforce. Book a call →