San Diego Enrollment & Benefits Agency

Synergy begins

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 in San Diego, all over California, and the rest of the country improve their service offering by assisting in the planning and execution of enrollment and employee benefits services that your clients will love.

Synergy Enrollment & Benefits serves all of San Diego including:
  • Balboa Park
  • Bankers Hill
  • Barrio Logan
  • Bay Ho
  • Bay Park
  • Birdland
  • Black Mountain Ranch
  • Border
  • Burlingame
  • Carmel Mountain Ranch
  • Carmel Valley
  • City Heights
  • Clairemont
  • College Area
  • Del Mar Heights
  • Del Mar Mesa
  • Downtown San Diego (Centre City)
    • Columbia
    • Core
    • Cortez Hill
    • East Village
    • Gaslamp Quarter
    • Horton Plaza
    • Little Italy
    • Marina
  • East Elliott
  • Egger Highlands
  • El Cerrito
  • Gateway
  • Golden Hill
  • Grant Hill
  • Harbor Island
  • Harborview
  • Hillcrest
  • Kearny Mesa
  • Kensington
  • La Jolla
    • La Jolla Village
    • Torrey Pines
    • Village of La Jolla
  • Lake Murray
  • Linda Vista
  • Logan Heights
  • Marston Hills
  • Memorial
  • Midtown
  • Mira Mesa
  • Miramar
  • Mission Beach
  • Mission Hills
  • Mission Valley
    • Civita
  • Morena
  • Navajo
    • Allied Gardens
    • Del Cerro
    • Grantville
    • San Carlos
  • Nestor
  • Normal Heights
  • North City
  • North Park
  • North Clairemont
  • Oak Park
  • Ocean Beach
  • Ocean Crest
  • Ocean View Hills
  • Old Town
  • Otay Mesa
  • Otay Mesa West
  • Pacific Beach
  • Pacific Highlands Ranch
  • Palm City
  • Point Loma
    • La Playa
    • Loma Portal
    • Midway
    • Point Loma Heights
    • Roseville-Fleetridge
    • Sunset Cliffs
    • Wooded Area
  • Rancho Bernardo
  • Rancho Encantada
  • Rancho Peñasquitos
  • Redwood Village
  • Rolando
  • Rolando Park
  • Sabre Springs
  • San Pasqual Valley
  • San Ysidro
  • Scripps Ranch
    • Miramar Ranch North
    • Scripps Miramar Ranch
  • Serra Mesa
  • Shelter Island
  • Sherman Heights
  • Sorrento Mesa
  • Sorrento Valley
  • South Park
  • Southeast San Diego
    • Alta Vista
    • Bay Terraces
    • Broadway Heights
    • Chollas View
    • Emerald Hills
    • Encanto
    • Jamacha
    • Lincoln Park
    • Lomita
    • Mountain View
    • Mt. Hope
    • Paradise Hills
    • Shelltown
    • Skyline
    • Southcrest
    • Valencia Park
  • Stockton
  • Talmadge
  • Tierrasanta
  • Tijuana River Valley
  • Torrey Highlands
  • Torrey Hills
  • University City
  • University Heights
  • Uptown
  • Webster

Our services

Benefits Technology Consultation and Implementation

By partnering with us, you and your clients gain access to a suite of technology platforms. Some of which we are the exclusive license holders for. We aren’t married to any particular software, enabling us to choose the right solutions for our clients based on their needs. Our in-house tech team takes care of the implementation and offers year-round support.

Benefits Communication/Enrollment

Benefits communication during your client’s open enrollment can be a tricky undertaking. Effectively explaining the benefits to each employee can tax a lot of resources for your agency and your client’s HR department. Partnering with Synergy will take that burden off of you and your client, freeing up your time for other things.

Enrollment Management

Planning for open enrollment can be a huge time hog for you and your clients. We will manage every aspect of your open enrollment from A-Z, providing you with an outline of when tasks will be completed, taking care of all logistics, and ensuring a smooth rollout of your benefits.

Perpetual Enrollment

Our highly qualified Benefit Counselors are available to assist with new hire enrollment throughout the year, saving you time and making new employees feel valued.

Benefits Administration

For some clients, carrier feeds are not possible and they need help throughout the year with change management. Our full-service admin team will ensure that your clients are taken care of. We can handle billing, claims, new hires, and a host of other back-end tasks.

Voluntary Benefits Carrier Consultation

Voluntary benefits are a great way to round out your client’s benefit package and generate extra revenue. Taking the time to figure out which carrier and mix of products to implement can be daunting though. Synergy is appointed with the major voluntary carriers. We take a consultative approach to recommend the carrier and products that make the most sense for your client.

Get In Touch

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

Synergy Enrollment & Benefits Address

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