Synergy was founded back in 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. 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. Our in-house tech team takes care of the implementation and offers year-round support.
Partnering with Synergy will take that burden off of you and your client, freeing up your time for other things. 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.
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. 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. 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. Have any questions about our San Diego company or services? Synergy begins Synergy was founded back in by three friends with over 50 years of combined experience in insurance, benefits, project management, and technology.
