Tenant isolation
Separate by design
Organization-scoped data access keeps one tenant’s records separate from another’s. MGA and brokerage workspaces share a platform foundation, with tenant boundaries built into access controls.
Trust & security
Built with care. Operated with control.
Insurance work carries responsibility. Klynk brings access controls and an accountable history into the places your team works every day.
Practical controls for the people trusted with the details.
Role-based permissions
The right access for the role
Admin, underwriter or producer, support, and viewer roles give teams different levels of access. A read-only colleague does not need the same permissions as the person managing your organization.
Audit trails
A record of the work
Audit logging records relevant actions and changes. Tamper-evident verification helps administrators inspect the history, including underwriting and binding activity.
Retention & export
A deliberate data lifecycle
Administrative retention controls and data export support the lifecycle of your records. Insurance retention holds and post-cancellation procedures affect when information can be removed. Review the applicable settings and terms with our team.
Human-reviewed AI
An assistant, with oversight
AI drafts can cite indexed documents so the reviewer can check the basis for an answer. Your team reviews the response. A citation is a starting point for verification, not a guarantee of correctness.
Consent-aware campaigns
Permission belongs in the workflow
Consent records, subscription preferences, and unsubscribe handling support CASL-aware marketing operations. Your organization remains responsible for the basis and content of its communications.
Your questions deserve specific answers.
Need to review hosting, subprocessors, contractual terms, or your organization’s requirements? We’ll walk through the current setup. We do not claim SOC 2 or ISO certification on this page.
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Let’s earn your team’s trust.
Bring your operational and security questions to a focused walkthrough.