About Synergy Enrollment & Benefits

Our mission is to provide the absolute best enrollment experience for brokers, employers and employees.

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.

Our values

A business should exist to the benefit of multiple stakeholders, not just maximize profits for owners and shareholders.


All the founders worked in company positions from the ground up. We know how hard our employees work, and we give them our full support and make sure they’re recognized and rewarded for their efforts.


Accountability & Communication

We know we’re not infallible, so we value open communication to take on feedback and work through issues when they arise. We pride ourselves on building open, honest relationships with all our stakeholders.



Change is the only constant in today’s world. Therefore, it’s important to adopt a learning mindset and be open to new ideas and ways of thinking, so we can continue to provide the best possible solutions for our clients.

Get In Touch

Have any questions about our company or services? Great, we’d love to hear from you. Please fill out the form below and we’ll be in touch shortly.

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