Why work with Synergy?

We’re specialists in enrollment technology platforms, project delivery, worksite voluntary benefits, and benefits enrollment.

We believe that all companies, regardless of size, can and should benefit from a professional enrollment experience. Think of us as an extension of your agency, working alongside your clients to identify their needs and provide new services and options on your behalf.

buildings

Improve your offering

Take advantage of our knowledge, expertise and resources to add new services and options for your clients without having to budget for additional personnel, tech licenses, and increased enrollment costs.

Project, managed

Our organized, project-management approach to working with clients makes effective use of time and resources. We plan a comprehensive enrollment strategy covering everything from platform implementation, benefit counselor training, enrollment scheduling, and facilitating new hires.

people working together
Technology

Leverage the latest technologies

Our consultants work with clients to choose the right technical solution for them and our in-house tech team takes care of implementation. We build the company profile on the platform, import data & procedures, set up enrollment, train the staff and then offer year-round support. We also help set carrier feeds, so the data automatically transfers to payroll and insurance companies.

Add a personal touch

Take advantage of our highly qualified, bilingual benefit counselors to handle your benefits communication. We have enrollers in all 50 states to meet face to face with your clients’ employees, allowing your agency to give a personal service to your clients.

Working together

“In my 25 years in the Employee Benefits business Synergy is the first and only enrollment firm that consistently delivers on their promises!”

Kandace McCrae, Senior VP of Employee Benefits, McGriff

“From the moment we met Synergy Enrollment Solutions, we knew they were a partner and solution provider and not just a fix for a problem.”

Ed Ligonde, VP of Employee Benefits & Technology, NBG

Contact Us

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