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
Licensed in all 50 states, Puerto Rico, and Canada. 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 BizFlow360 agent plan.
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.
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?
Synersure Agent Verification Required
These exclusive SaaS plans are available only to verified Synersure Financial agents who are licensed or actively completing the licensing process under our agency.
You may complete your subscription at checkout, but your account will remain Pending Approval and access will not be activated until your Synersure Financial agency affiliation has been verified and approved.
Not yet part of Synersure Financial? Join Our Agency First →
Prefer to speak with us? Book Your Agent Intro Call →
Agent Starter Plan
$1/month
WHAT'S INCLUDED:
- ✓ 1 user
- ✓ 250 contacts
- ✓ CRM & contact management
- ✓ Opportunities pipeline
- ✓ Workflows & automation
- ✓ Forms
- ✓ Calendar & appointment booking
- ✓ Media storage
- ✓ Mobile app access
- ✓ Appointment reporting
Agent Pro Plan
$49/month
WHAT'S INCLUDED:
- ✓ 2 users
- ✓ 2,500 contacts
- ✓ Everything in Starter
- ✓ Email system
- ✓ Phone calls & SMS
- ✓ Campaigns, triggers & workflows
- ✓ Email marketing
- ✓ Social Planner
- ✓ Trigger Links
- ✓ Websites & funnels
- ✓ Forms & website analytics
- ✓ Reviews & Requests
- ✓ Appointment, Call & Attribution reporting
Agency Builder Plan
$97/month
WHAT'S INCLUDED:
- ✓ Unlimited users
- ✓ Unlimited contacts
- ✓ Everything in Pro
- ✓ Courses
- ✓ Communities
- ✓ Client Portal
- ✓ Certificates
- ✓ Full Reporting Suite
- ✓ Full Reputation Management
- ✓ Affiliate Manager
- ✓ Chat Widget
- ✓ QR Codes
- ✓ Surveys
- ✓ Webinars
- ✓ Advanced website and funnel tools
AI tools and certain premium services are available as optional paid upgrades. Usage-based services such as calls, SMS, email, WhatsApp, premium workflow actions, and domain purchases may incur additional usage charges.
Compare Features
| Feature | Starter | Pro | Agency Builder |
|---|---|---|---|
| Users | 1 | 2 | Unlimited |
| Contacts | 250 | 2,500 | Unlimited |
| CRM & Contact Management | |||
| Opportunities Pipeline | |||
| Workflows & Automation | |||
| Forms | |||
| Calendar & Appointment Booking | |||
| Media Storage | |||
| Mobile App Access | |||
| Appointment Reporting | |||
| Email System | |||
| Phone Calls & SMS | |||
| Campaigns, Triggers & Workflows | |||
| Email Marketing | |||
| Social Planner | |||
| Trigger Links | |||
| Websites & Funnels | |||
| Forms & Website Analytics | |||
| Reviews & Requests | |||
| Call & Attribution Reporting | |||
| Courses | |||
| Communities | |||
| Client Portal | |||
| Certificates | |||
| Full Reporting Suite | |||
| Full Reputation Management | |||
| Affiliate Manager | |||
| Chat Widget | |||
| QR Codes | |||
| Surveys | |||
| Webinars | |||
| Advanced Website & Funnel Tools |
Synersure Lead Marketplace
Exclusive Lead Access for Verified Synersure Financial Agents
All Synersure SaaS plans include access to our exclusive Lead Marketplace. Lead pricing varies based on lead type, source, exclusivity, geographic market, quantity, and availability. Verified Synersure Financial agents receive preferred team pricing.
Verified Agents Only
Lead purchases are available only to verified Synersure Financial agents who are licensed or actively completing the licensing process under our agency. Agent affiliation may be verified before lead marketplace access or fulfillment.
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 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 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.