Our story
Synergy was founded back in 2017 by three friends with over 50 years of combined experience in insurance, benefits, project management, and technology. We help agents and brokers improve their service offering by assisting in the planning and execution of enrollment and employee benefits services that your clients will love.
Our roots go deep in the employee benefits community, beginning in California and quickly spreading to all 50 states. To this day we remain independently owned and operated. This means our specialist Broker Client Executives can take a consultative approach to place ancillary products and carriers that make the most sense. We also built out a full-service claim and billing team to assist with all the administration for these products.
See our full list of services here.