For Agencies
We’ve helped experienced health insurance agencies grow their business and cut costs. We’ve helped other companies open brand-new sales floors; from conception to operation, Synergy is here to help you grow and scale. Our platform-as-a-service offers all the infrastructure your agency needs to get started in the industry. We also offer unique tracking platforms for already established agencies.
At Synergy, we offer:
Customer Service & Retention
Our teams knows how to answer policyholder questions and address concerns in a professional, understanding, and friendly manner. Our team knows how to prevent chargebacks and cancellations: by providing excellent customer service.
Human Resources and Payroll/Commissions Calculation
Save time, money, and hassle by utilizing our team of in-house professionals. Pain-free commission calculations and payroll is something we take great pride in.
Licensing, Appointments, and Contracting
For state-licensed appointments and contracts with customers, we’re here to address all the fine print.
Regulatory & Compliance
The compliance team at Synergy has years of experience handling legal needs insurance agencies.
Marketing, Technology, & Reporting/Analytics
See where your money is going. Get granular with the details. See how each agents is performing with each lead source. Track your performance and making data-driven decisions.
Scripting and Sales Materials
Gain access to our scripts and sales materials that we’ve spend the better part of a decade building, refining, and perfecting.
Sales Recruiting
Our in-house recruiting firm specializes in finding the best closers. Period. We’ll keep your seats filled with licensed agents.
