Synersure FinancialSynersure Financial

    AGENT OPPORTUNITY

    Build a Business.
    Change Lives.
    Earn What You Deserve.

    Join Synersure Financial and Experior Financial Group — one of the fastest-growing insurance platforms in North America. Work remotely. Earn unlimited. Build your own agency.

    THE OPPORTUNITY

    Why Agents Choose Synersure

    💸

    Unlimited Income

    100% commission-based with no ceiling. Part-time agents earn $2k–$5k/mo. Full-time agents build 6-figure businesses. Your effort determines your income.

    🎓

    Full Training & Support

    We guide you through licensing, provide leads, tech, scripts, and mentorship. No prior experience needed — just the drive to succeed.

    🌎

    Work From Anywhere

    Licensed in all 50 states, Puerto Rico, and Canada. 100% remote. Set your own schedule and build a business that works around your life.

    FOR LICENSED AGENTS

    Access Real Leads. Grow Your Business. Build Your Agency.

    Synersure Financial generates live leads from real families actively looking for life insurance and financial solutions. As a licensed agent on our platform, you get direct access to those leads — along with the tools, training, and CRM system to convert them into clients.

    GETTING STARTED

    How It Works

    Our agent platform is exclusively for licensed agents who are active members of the Synersure Financial agency.

    1

    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 →
    2

    Get Verified

    Once you’ve joined our agency, our team will verify your membership and send you a personalized access link to select your BizFlow360 agent plan.

    3

    Choose Your Plan

    Use your verification link to select the Starter, Pro, or Agency Builder plan that fits where you are in your business. All plans include a 7-day free trial.

    4

    Activate & Start Working Leads

    Your personal CRM dashboard goes live instantly. Lead credits are added to your account and live leads from Synersure’s campaigns are available to unlock right away.

    VERIFIED AGENTS ONLY

    Choose Your Agent Plan

    Find Your Perfect Agent Plan

    Answer 2 quick questions to find the right BizFlow360 plan for your business.

    Where are you in your career?

    These plans are exclusively available to licensed agents who have joined the Synersure Financial agency through Experior Financial Group. Already verified? Use the access link sent to your email to get started.

    🔒 Not yet a member? You must join our agency first before selecting a plan.

    → Book Your Agent Intro Call
    Perfect for New Agents

    Agent Starter Plan

    $1/month

    7-Day Free Trial Included

    WHAT’S INCLUDED:

    • 1 User account
    • Your own CRM dashboard
    • 50 Contacts
    • Workflows & Automations
    • Opportunities Pipeline
    • Form Builder
    • Funnel Builder
    • Calendar & Appointment Booking
    • Lead access (pay-per-lead)
    • Synersure community access
    For Active Agents★ MOST POPULAR

    Agent Pro Plan

    $49/month

    7-Day Free Trial + $20 Complimentary Credits

    WHAT’S INCLUDED:

    • 5 Users
    • Everything in Starter
    • 150 Contacts
    • 2-Way Text & Email
    • SMS & Email Templates
    • Social Media Planner
    • Facebook Messenger Integration
    • Missed Call Text-Back
    • Email Marketing Campaigns
    • Documents & Contracts
    • Google Business Messaging
    • Text-to-Pay
    • Priority lead access
    For Team Leaders & Agency Owners

    Agency Builder Plan

    $97/month

    7-Day Free Trial + $50 Complimentary Credits

    WHAT’S INCLUDED:

    • Unlimited Users
    • Everything in Pro
    • Unlimited Contacts
    • Membership & Course Builder
    • Web Chat Widget
    • Reputation Management
    • Full Reporting Suite
    • Team lead distribution
    • Agency-level dashboard
    • Dedicated onboarding support

    Compare Features

    FeatureStarterProAgency Builder
    Users15Unlimited
    Contacts50150Unlimited
    CRM Dashboard
    Pipelines & Workflows
    Form & Funnel Builder
    Calendar Booking
    Lead AccessPay-per-leadPriority + $20 CreditsTeam Dist. + $50 Credits
    2-Way Text & Email
    Social Media Planner
    Email Marketing
    Membership & Courses
    Web Chat Widget
    Agency Dashboard

    Lead Marketplace Pricing

    All plans give you access to our exclusive Lead Marketplace. The cost per lead depends on the type of lead and your current plan. Higher plans receive discounted lead pricing and priority access.

    Lead TypeStarter PricePro Price (10% Off)Agency Price (20% Off)
    Final Expense (Exclusive)$25$22.50$20
    Term Life (Exclusive)$30$27$24
    IUL / Retirement (High Intent)$45$40.50$36
    Mortgage Protection$35$31.50$28
    Medicare / ACA Health$15$13.50$12
    Agent Recruiting Leads$10$9$8

    Agency Builder ROI Calculator

    Estimate your potential override income from building a team.

    5
    3
    $1000
    10%

    Estimated Monthly Override

    $1,500

    Net Annual ROI

    $16,836

    After $1,164 annual plan cost

    Agency Team Management

    Preview of the Agency Builder dashboard

    Agency Builder Exclusive

    Total Agents

    12

    Team Sales (MTD)

    $42,500

    Leads Distributed

    156

    Top Performers

    SJ

    Sarah Jenkins

    Senior Agent

    Leads Worked

    45

    Closed

    12

    Active
    MC

    Michael Chen

    Agent

    Leads Worked

    32

    Closed

    8

    Active
    JT

    Jessica Torres

    New Agent

    Leads Worked

    15

    Closed

    2

    Onboarding

    FOR SYNERSURE AGENTS

    How Lead Access Works

    As a Synersure agent, you’re not cold calling strangers or buying recycled lists. You’re getting access to live, opt-in leads generated daily from Synersure’s own Facebook and Instagram campaigns — real families actively looking for life insurance and financial solutions.

    🎁

    Monthly Credits Included

    Every agent plan includes a monthly allocation of lead credits — automatically added to your dashboard on your billing date. The higher your plan, the more credits you receive.

    • STARTER PLAN: [X] lead credits/month
    • AGENT PRO: [X] lead credits/month
    • AGENCY BUILDER: [X] lead credits/month + team distribution

    (Note: Fill in [X] with your actual credit amounts per plan)

    🔍

    Your Personal Lead Marketplace

    Inside your BizFlow360 dashboard, you’ll find a live feed of available leads filtered by state, coverage type, age range, and product interest. When you find a lead you want — spend your credits to unlock their full contact details instantly.

    • Name, phone number & email delivered to your CRM
    • Lead source and product interest included
    • Leads are exclusive once unlocked — yours alone
    • Auto-enrolled into your follow-up pipeline
    • Leads are refreshed daily from live campaigns

    Scale on Your Own Terms

    Running low on credits before your next billing cycle? No problem. Purchase additional lead credits directly from your dashboard at any time — no waiting, no contracts, no minimums.

    • Buy as many or as few credits as you need
    • Credits are added to your account instantly
    • No expiration — unused credits roll over each month
    • The more you invest, the more families you can help

    (Note: 1 credit = $[X])

    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-free 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 all 50 states, Puerto Rico, and 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 you never lose what you’ve paid for.

    What if a lead has bad contact info?

    We verify the information upfront so each contact is verified and good.

    Can I buy leads before choosing a plan?

    Lead access is available to active subscribers only. Start with the Agent Starter plan — just $1/month — to get your dashboard and begin accessing leads right away.

    Can anyone sign up for an agent plan?

    No. Our BizFlow360 agent plans are exclusively available to licensed agents who are active members of the Synersure Financial agency through Experior Financial Group. Once you join our agency and are verified by our team, you’ll 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 6-figure businesses with Synersure Financial — in about 20 minutes.

    Watch the iDecide Presentation

    umustsee.net/NGD5OA

    Hiring Now

    Open Positions

    All roles are independent agent positions, but we provide the complete system, training, and support you need to succeed.

    Licensed Life Insurance Agent

    Full-Time / Part-Time

    Remote (All 50 States)

    Help families protect their income and build wealth using Term, Whole Life, and IUL products. Must have or be willing to obtain a state life insurance license.

    Requirements:

    • Self-motivated
    • Strong communication skills
    • Willingness to learn

    Financial Advisor / Wealth Specialist

    Full-Time

    Remote

    Design comprehensive retirement strategies, annuities, and wealth protection plans for high-net-worth clients and business owners.

    Requirements:

    • Prior financial services experience
    • Active licenses
    • Client-first mindset

    Agency Builder / Manager

    Full-Time

    Remote

    Recruit, train, and manage your own team of agents. Leverage the Experior platform to build a 7-generation override income.

    Requirements:

    • Leadership experience
    • Proven sales track record
    • Desire to mentor others

    Health Insurance Specialist (ACA/Medicare)

    Full-Time / Part-Time

    Remote

    Assist individuals and seniors in navigating the ACA marketplace and Medicare options to find the best health coverage.

    Requirements:

    • Health insurance license
    • Detail-oriented
    • Patience and empathy

    Ready to Start Working Real Leads?

    Book your free agent intro call, get your account set up, and start accessing live leads from Synersure’s campaigns — all inside your own CRM dashboard.

    Join Experior Team

    Send this link to new recruits to officially register them under your agency.

    Join Experior Team

    Career Opportunity Inquiry

    Tell us a bit about yourself to get started.

    By submitting this form, you agree to be contacted by Synersure Financial by phone, text message, and email regarding your request. Message and data rates may apply. You may opt out at any time.

    This is a commission-based business opportunity. Results vary based on effort, licensing, training, activity, market conditions, and individual performance. No income is guaranteed.

    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 Account

    Ready to review your options?

    Book a free consultation today.