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.
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.
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.
Contact Us
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.