Syndicate Financial Services
For agents

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.

Join Syndicate →See what you’d otherwise pay
No setup fee · No contract · Carriers pay you direct

What this actually replaces

Build the same setup yourself and you’re signing up for this every month:

CRM + sales pipeline
Leads, stages, activity timeline, notes, documents
$97/mo
AI appointment setter
Calls and texts your leads, books on your calendar
$200/mo
Business texting line + dialer
Your own number, two-way SMS, call recording
$99/mo
Scheduling + booking pages
Google/Outlook sync, client self-booking, reminders
$15/mo
Video meeting rooms
Branded room, waiting room, virtual backgrounds
$16/mo
E-signature
Disclosures and forms signed on the lead card
$25/mo
Training platform
Courses, video library, progress tracking
$149/mo
AI creative + design
Ad images, marketing assets, branded PDFs
$20/mo
Buying it separately
$621/mo
Everything above, with Syndicate
Plus the training, the carrier contracts, MFL and the Zero Debt Method
$99/mo

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. Every one of these is live in the platform right now.

📞
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.

🗂️
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 access →
The 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.

Get access →

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.

Paid direct
The carrier cuts the check. No chasing us for a commission.
Comp grid in the open
Every carrier, every product, what it pays at your level.
You keep your book
Your contracts, your clients, your renewals.

Straight answers

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.

Join Syndicate →
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