Synergy Financial — Inbound Insurance Sales

What we provide

You bring the license.
We bring the rest.

Outbound is dead. Inbound is what works. We've built the infrastructure so licensed agents can focus on doing what they do best — closing.

The calls

Inbound calls routed to your line. People who called us — not the other way around.

The script

Battle-tested objection handling, fact-finder, and close framework. Plug-and-play.

The contracts

Multiple A+ rated carriers ready to write with — Mutual of Omaha, Transamerica, Fidelity, Corebridge, Ethos, American Amicable and more.

The tech

Live dashboard, real-time KPIs, and lead routing built in-house. You see what you're producing the moment it happens.

Roadmap to success

Three weeks.
Then you choose.

Every agent runs the same three weeks. What happens after is your call — we cover the leads, or you scale them.

Week 01

Contracts + orientation

We get your carrier contracts submitted and in place. Self-guided orientation while they process. Listen and learn.

Week 02

Trainer-led class

Three-day orientation with a team trainer. Graduate by running a full sales process start to finish.

Week 03

Choose your path

On the phones. 65% with the leads handled, or 85% running your own book.

Leads on us

Inbound closer

65% Commission

5–7 calls a dayMonday to Friday, 11am–7pm. Your volume at 65% — buy more on the 85% path.
Zero lead costSynergy covers 100% of your lead spend. No risk to start.
Plug and playScript, contracts, and live dashboard handed to you.

Licensed agents who want a steady flow of company-funded calls without the lead-cost risk.

Run your own book

Independent agent

85% Commission floor

Buy the volume you want5–7, 10–12, or 15–17 calls a day — discounted while you write under our contracts.
Inbound or outboundYour mix, your budget, your pace.
Build your own teamCarrier freedom across our full contract lineup.

Producers ready to invest in their own pipeline for the bigger split — and climb from there.

The 85% ladder

Four months. Any four.

Every month you write $20,000 AP moves you up a rung. Miss one and you pick up where you left off — you never go backwards.

85% Start

Day one on the path.

90% 2 qualifying months

$20K AP, twice.

95% 3 qualifying months

One more rung.

100% 4 qualifying months

Yours permanently. No maintenance quota, no annual review.

Start at 65%, switch to 85% whenever you're ready. Your ladder starts fresh when you move.

Lead flow coverage

Licensed in these 18 states?

Our inbound traffic concentrates in these markets. You need at least 5 of them to start — the more you hold, the more calls you can take. Non-resident licenses run $15–$193 depending on the state and you cover them. We'll help you pick.

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Coverage · 18 states · one inbound engine

What you need

The bar to get started.

Short list. If you check these boxes, you can be on the phones in days, not months.

✓Active life insurance licenseIn at least 5 of our 18 lead-flow states. You cover the non-resident fees; we'll help you pick which ones.

✓Contractable carriersAt least 3 of our 6 required carriers with no production in the last 6 months, so we can contract you under our hierarchy. New agents clear this automatically.

✓Computer and reliable internetPlus a headset. Standard remote-work setup.

✓Distraction-free workspaceQuiet room, no background noise on calls. Sounds obvious, often isn't.

✓Coachable and drivenOpen to following a proven script. The agents who run our framework print money. The ones who freelance don't.

Path forward

Done dialing. Ready to just close?

We're hiring licensed agents who want to put cold calling in the rear view. If that's you, fill this out and we'll be in touch.

You bring the license.We bring the rest.