AI appointment setter
It calls and texts your leads for you — 8am to 8pm in their local time, for about a week — and books Discovery Calls straight onto your calendar. Pick booking or a live warm transfer to your cell.
The agent platform
Your whole business.$99 a month.
The CRM, the AI that calls your leads, the calendar, the training, the carrier contracts, the marketing — all of it, in one place, for less than a sixth of what the pieces cost separately.
No setup fee · No contract · Carriers pay you direct
AI setter booked a callDiscovery Call · Tue 2:30 PM
New lead in your pipelineFrom your MFL funnel · just now
Ask SamCited answer from the carrier guide
Troy AllenSyndicate Financial
CRM + pipeline✦AI appointment setter✦Your own business line✦Power dialer✦Two-way calendar sync✦Booking pages✦Video meeting rooms✦E-signature✦Syndicate Sam✦Quote engine✦Comp grid✦Commission tracking✦Ad creative✦Personal landing page✦MFL funnel✦Zero Debt Method✦Training courses✦Live team calls✦
What this actually replaces
Build it yourself and you’re paying for all of this, every month.
- CRM + sales pipelineLeads, stages, activity timeline, notes, documents$97/mo
- AI appointment setterCalls and texts your leads, books on your calendar$200/mo
- Business texting line + dialerYour own number, two-way SMS, call recording$99/mo
- Scheduling + booking pagesGoogle/Outlook sync, client self-booking, reminders$15/mo
- Video meeting roomsBranded room, waiting room, virtual backgrounds$16/mo
- E-signatureDisclosures and forms signed on the lead card$25/mo
- Training platformCourses, video library, progress tracking$149/mo
- AI creative + designAd images, marketing assets, branded PDFs$20/mo
- Buying it separately$621/mo
Running total
Eight logins.
Eight bills.
Eight bills.
Keep scrolling
All of that, with Syndicate
$99/mo
Plus the training, the carrier contracts, MFL and the Zero Debt Method
Join Syndicate Comparison uses typical published prices for the closest standalone equivalent of each capability. Your own stack may cost more or less.
What you get on day one
Not a roadmap. Live right now.
A real CRM, built for this
Pipeline stages, contact cards, activity timelines, notes, attachments, e-signed disclosures. Your leads, your book, in one place instead of five.
Calendar that syncs both ways
Google and Outlook. Clients self-book inside your real free/busy, get an SMS reminder, and land in your own meeting room. No back-and-forth.
Syndicate Sam
An assistant trained on every script, carrier underwriting guide, training video and resource we have. Ask it how a carrier handles a condition mid-call and get a cited answer.
Quote engine
Ballpark monthly premiums across our carriers, ranked, so you can give a real number on the first call instead of 'let me get back to you'.
Comp grid + commission tracking
See exactly what each carrier and product pays at your level, and track statements as they come in. Carriers pay you direct — never through us.
Marketing that's already made
Ad creative, branded assets, and a personal landing page with your photo and bio. Share the link and leads route straight to your pipeline.
Training that doesn't stop
Full courses on mortgage protection and final expense, carrier e-app walkthroughs, objection handling, plus live team calls and a private chat.
Mortgage Free Life
The conversation no other agent can have.
Mortgage Free Life is designed to help a family pay off their home in 5–7 years and save $100,000+ in interest — without earning a dollar more or cutting their lifestyle.
Nobody else in the industry is putting this in front of families. It’s the reason our agents get second appointments, and the reason referrals come without asking. You get the full presentation, the calculators, and the training to deliver it.
Get accessThe Zero Debt Method
A smarter way to eliminate debt.
The Zero Debt Method is designed to help a household clear its debt in 5–7 years while building long-term financial stability — again, without earning more or cutting back.
You get the playbook, the objection handlers, and a calculator that generates a branded PDF illustration in about 90 seconds so you can email it to the client while you’re still on the call.
See the Zero Debt MethodHow you get paid
Carriers pay you. Not us.
Your commission comes straight from the carrier — Syndicate never sits between you and your money. Before you write a case you can see exactly what every carrier and product pays at your level, and your level rises as you produce.
01
Paid direct
The carrier cuts the check. No chasing us for a commission.
02
Comp grid in the open
Every carrier, every product, what it pays at your level.
03
You keep your book
Your contracts, your clients, your renewals.
Straight answers
Questions agents ask first.
What does it actually cost?
$99 a month for the platform. That's it — no setup fee, no per-lead fee to use the software, no long-term contract. Leads are a separate optional purchase if you want us to supply them.
How do I get paid?
Carriers pay you directly. The carrier cuts the check, so you're never chasing Syndicate for a commission — and you can see exactly what each product pays at your level in the comp grid before you write it.
Do I need to be licensed already?
No. Plenty of people start here unlicensed and get their license while they learn. If you're already licensed you can move faster, but the training assumes nothing.
Do I have to buy leads?
No. You can work your own network, your own marketing, or bring an existing book. If you do want leads, you can order them and they'll route into your pipeline automatically.
What if I've never sold insurance?
The training starts at the beginning — what the product is, what to say, how to handle the objections you'll actually hear, and mock e-apps for every carrier before you sit in front of anyone.
Is the Zero Debt Method or Mortgage Free Life extra?
No. Both come with the platform. They're the reason a lot of agents join — nobody else in the industry puts them in front of families the way we do.
Come build it here.
$99 a month. No setup fee, no contract, and a stack that would cost you $621 to assemble yourself.
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