Klynk for Brokers
An insurance CRM for customers, policies, renewals, service work, and market discovery.
Klynk helps brokerages manage customers, policies, conversations, tasks, campaigns, renewal workflows, and MGA marketplace discovery from one connected system.
Broker CRM
Give producers and service teams one insurance-native customer system.
Klynk puts the customer and policy record at the center, then connects communication, renewal work, campaigns, marketplace discovery, and AI assistance around it.
Customer and policy CRM
Manage customers, policies, renewals, documents, servicing roles, notes, tasks, and communication history from one record.
Service communication
Turn client requests into visible service work with owners, status, policy context, internal notes, and full conversation history.
Renewal and marketing workflows
Automate renewal reminders, onboarding tasks, follow-up sequences, audience segments, and compliant customer campaigns.
Marketplace access
Search for MGAs and markets when you need to place a risk, using plain-English risk descriptions and platform intelligence.
Broker operating loop
Replace scattered client service with one connected CRM.
Klynk helps brokers move from inboxes and spreadsheets to records, workflows, and market discovery that stay connected.
Customer record becomes the hub
Customers, policies, documents, conversations, notes, and servicing roles stay connected.
Service work becomes visible
Requests from connected inboxes become accountable work with owner, priority, status, and context.
Renewals move on time
Date-based workflows create tasks, reminders, sequences, and follow-up before renewal pressure builds.
Campaigns stay organized
Segments, consent, templates, sender settings, and engagement history support repeatable outreach.
Placement search connects
When a risk needs a market, brokers can search the marketplace from the same platform.
Broker outcomes
Keep the relationships your brokerage already earned.
Klynk helps brokerages reduce admin drag, respond with better context, prepare for renewals, and find markets faster.
Customers, policies, conversations, tasks, and renewal timing stay connected.
Service requests become visible work instead of buried inbox threads.
Marketing and follow-up workflows support repeatable customer engagement.
Marketplace discovery helps brokers find relevant MGAs and markets for new risks.
Marketplace
Market discovery connected to the distribution platform.
Brokers can describe the risk they want to write in plain English. Klynk uses MGA profiles, appetite, reviews, and platform signals to surface relevant options.
Explore marketplaceSee the broker CRM journey in Klynk.
Book a walkthrough of customer records, policy management, service communication, renewal workflows, campaigns, AI-assisted work, and marketplace discovery.