BUSINESS OPPORTUNITY
Build a Business Helping Families Protect Their Future
Synersure Financial, powered by Experior Financial Group, offers an opportunity for licensed and non-licensed individuals to grow in the financial services industry with mentorship, training, leadership development, and a mission to educate and protect families.
NOT A JOB
This Is an Opportunity, Not a Job
This is not a traditional job or employment position. We are offering an opportunity for motivated individuals to learn, grow, get licensed if needed, and build a business in the financial services industry. Whether you are already licensed or just getting started, we provide guidance, mentorship, training, and leadership development to help you grow.
Who We Are Looking For
Training and Leadership Development
Our agents receive training, mentorship, and business development support through Diamond Leadership Development and Diamond University. The focus is to help agents grow in confidence, leadership, communication, financial education, and business-building skills.
Visit Diamond Leadership DevelopmentLicensed or Not Licensed — You Can Start
If you are already licensed, we can show you how our platform, mentorship, training, and leadership environment may help you grow. If you are not licensed yet, we can guide you through the licensing process and help you understand the steps to get started.
Start the Licensing ConversationTHE OPPORTUNITY
Why Agents Choose Synersure
Industry-Leading Compensation
Earn up to 158% with bonuses and 7-generation overrides. Our structure rewards effort, offering true wealth-building potential and legacy rights.
World-Class Training
Through Diamond Leadership Development, we provide the tools to educate and elevate you. Whether licensed or unlicensed, we guide you every step of the way.
Work From Anywhere
Insurance services are available in jurisdictions where the servicing insurance professional is appropriately licensed and appointed. 100% remote. Set your own schedule and build a business that works around your life.
OPTIONAL TOOLS
Optional Tools Available
Agents may have access to optional tools such as lead generation resources, SaaS CRM tools, automation, marketing systems, and follow-up support. These tools are not required to join or participate in the business. They are available as additional resources for agents who want help organizing, tracking, and growing their business.
GETTING STARTED
How It Works
Our agent platform is exclusively for licensed agents who are active members of the Synersure Financial agency.
Join Our Agency
Start by booking a free agent intro call. Learn about the opportunity, get your questions answered, and officially join Synersure Financial through Experior Financial Group.
Book Your Agent Call →Get Verified
Once you’ve joined our agency, our team will verify your membership and send you a personalized access link to select your Synersure Agent Technology plan.
Choose Your Plan
Use your verification link to select the Starter, Pro, Agency Builder, or Enterprise plan that fits where you are in your business. No free trial — pick the plan that matches your stage and activate your account after verification.
Activate & Start Working Leads
Once your plan is selected and your agency affiliation is verified, your personal CRM dashboard is activated so you can begin organizing contacts, pipeline, and appointments.
Synersure Agent Technology
Technology Built for Today’s Financial Professional
Choose the Synersure Financial technology plan that fits where you are today—and scale as your business and agency grow.
AGENT STARTER
Start organized. Build the right foundation.
- 1 User
- Up to 250 Contacts
- Core Agent CRM
- Contact & Lead Management
- Opportunity Pipeline
- Calendar & Appointment Scheduling
- Forms
- Basic Reporting
- Synersure Agent Portal Access
- Mobile Access
AGENT PRO
For active agents ready to automate, market and grow.
- 2 Users
- Up to 2,500 Contacts
- Everything in Starter
- Advanced CRM
- Full Automation & Workflows
- Campaign Management
- Email Marketing
- Social Planner
- Lead Capture Tools
- Funnels & Websites
- Domains
- Chat Widget
- Reviews & Reputation Tools
- Attribution & Call Reporting
- Advanced Appointment Reporting
- Trigger Links
- BizFlow360/Synersure AI-powered business tools where enabled
AGENCY BUILDER
Built for leaders growing a team and agency.
- 5 Users
- Up to 10,000 Contacts
- Everything in Pro
- Advanced Team Automation
- Affiliate/Recruiting Tools
- Client Portal
- Communities
- Courses & Training
- Certificates
- Full Reporting Suite
- Advanced Reputation Management
- Surveys
- Blogs
- QR Code Tools
- Team Growth & Recruiting Capabilities
SYNERSURE ENTERPRISE
Advanced technology infrastructure for larger agencies and organizations.
- 15 Users
- Up to 50,000 Contacts
- Everything in Agency Builder
- Private Integrations
- Advanced API/Integration Capabilities
- Complete Marketing Suite
- Complete Membership & Training Suite
- Advanced Agency Reporting
- Custom Reporting
- Advanced Recruiting Infrastructure
- Quizzes
- Enterprise-Level Workflows
- Larger Team & Database Capacity
Synersure Financial technology plans are intended for licensed financial professionals and individuals actively completing the licensing process. Approval may be required before account activation. Usage-based services such as phone, SMS, email, domains and certain AI services may incur additional charges.
Plans can be upgraded as your business grows.
Synersure Lead Marketplace
Quality Leads for Licensed Insurance Agents
Licensed insurance agents may purchase available Synersure leads regardless of agency affiliation. License verification and state eligibility are required. Lead pricing varies based on lead type, source, exclusivity, geographic market, quantity, and availability.
License Verification Required
Lead purchases require an active insurance license and are subject to state and product eligibility. You do not need to be affiliated with Synersure Financial to purchase leads. Account and licensing details are verified before marketplace access is activated.
Agents can purchase leads using either one-time lead packages or, where available, recurring lead subscriptions — giving you the flexibility to scale your lead flow based on your business needs.
Life Insurance Leads
Prospects interested in life insurance, final expense, mortgage protection, income protection, or related solutions.
Retirement & IUL Leads
Prospects interested in retirement planning, indexed universal life, tax-advantaged strategies, and long-term wealth accumulation.
Health Insurance Leads
Prospects seeking individual or family health insurance solutions.
Medicare Leads
Medicare-eligible prospects requesting information or assistance with Medicare coverage options.
Business Owner Leads
Business owners interested in business protection, key-person coverage, succession planning, employee benefits, or financial strategies.
Recruiting / Agent Opportunity Leads
Prospects interested in learning about becoming a licensed financial professional or joining the Synersure Financial opportunity.
Flexible Lead Packages
Choose the package size that fits your business. Pricing will vary by lead category, exclusivity, source, market, and availability. Current pricing will be shown before purchase.
10 Leads
25 Leads
50 Leads
100 Leads
Custom Volume
Lead Options May Include
Lead availability is not guaranteed and may vary by market. Lead purchases do not guarantee appointments, sales, commissions, or production results. Agents are responsible for appropriate follow-up and compliance with applicable insurance, advertising, telephone, text messaging, and privacy requirements.
FOR LICENSED AGENTS
Lead Access
Eligible licensed agents may access lead-generation and lead-purchase opportunities based on licensing, state eligibility, availability, and applicable program terms. You do not need to be a Synersure Financial agent to purchase leads. Additional lead options and pricing will be shown inside the Lead Buyer Portal as they become available.
What Kind of Leads Will I Get?
Life Insurance Leads
Families and individuals who responded to a Synersure ad seeking term, whole life, IUL, or final expense coverage. These leads are warm — they raised their hand.
Mortgage Protection Leads
Homeowners concerned about protecting their mortgage if something happens to them. High-intent, ready-to-talk prospects.
Retirement & IUL Leads
Individuals interested in tax-advantaged retirement strategies, annuities, and indexed universal life policies. Great for higher-premium conversations.
All leads are 100% opt-in. Prospects have voluntarily submitted their information in response to a Synersure Financial advertisement.
Frequently Asked Questions
Are these exclusive leads?
Yes. Once you spend your credits to unlock a lead, that lead is assigned exclusively to you in your CRM. No other Synersure agent can claim it.
How fresh are the leads?
All leads come from active Facebook and Instagram campaigns running daily. Most leads are contacted within 24–48 hours of opting in.
What states are leads available in?
Synersure generates leads across multiple states and markets, including Canada. You can filter leads by state directly inside your dashboard.
Do unused credits roll over?
Yes. Unused lead credits carry over to the following month so they remain available for future use.
What if a lead has bad contact info?
We verify the information upfront so each contact is verified and good.
Do I need a Synersure SaaS plan to buy leads?
No. Licensed insurance agents may purchase available Synersure leads through the Lead Buyer Portal regardless of agency affiliation. License verification and state eligibility are required. Synersure SaaS plans are separate technology subscriptions for agents who want CRM, automation, and marketing tools.
Can anyone sign up for an agent plan?
No. Synersure Agent Technology Plans are exclusively available to verified Synersure Financial agents who are currently licensed or actively completing the licensing process through the agency. If you are neither licensed nor in the licensing process, start with the agency opportunity and licensing path first. Once you join and are verified, you will receive a personalized link to select your plan and activate your dashboard.
How do I get verified?
After joining our agency, our team will review your membership and send your access link within 1–2 business days. If you haven’t received it after 48 hours, contact us directly.
I’m already a Synersure agent. How do I get my access link?
Reach out to our team via the chat widget or email and we’ll resend your verification link right away.
WATCH FIRST
See the Full Opportunity
Understand exactly how agents build and grow an insurance business with Synersure Financial — in about 20 minutes.
▶ Watch the iDecide Presentationumustsee.net/NGD5OA
Ready to Build Your Business?
Book your free opportunity overview, get your questions answered, and learn how we can help you grow in the financial services industry.
Join Experior Team
Send this link to new recruits to officially register them under your agency.
Join Experior TeamOpportunity Interest Form
Tell us a bit about yourself to get started.
Ready to Get Started?
If you've already joined our team and are ready to create your agent account, you can sign up below.
Create Your Agent AccountThis is a commission-based business opportunity and not a traditional job or employment position. Results vary based on effort, licensing, training, activity, market conditions, leadership development, and individual performance. No income is guaranteed. Leads, SaaS CRM tools, and marketing systems are optional resources and are not required to join or participate.