Manual Chaos
- Missed follow-ups, slow speed-to-lead
- Leads scattered across sheets, inboxes & DMs
- No-shows, stalled deals, revenue leaks
- Agents buried in admin instead of selling
For Insurance Agencies Tired of Chasing Leads Instead of Closing Them
[ Operation: Lead Intercept ]
Win the Lead Before the Competition Knows It Exists.
Intercept fast, automate follow-up, and seal revenue leaks — all from one command center.
Agencies onboarded: 20
Avg. response: 32s
Revenue leaks sealed: 147
These agencies already automated their growth with us
The Hidden Leaks in Your Agency
Detected: 5 critical revenue leaks compromising efficiency.
Missed Leads
The right people never hear from you in time.
- Lost deals pile up
- Prospects go unreached
- ROI declines
Weak Follow-Up
Conversations fade without consistent processes.
- Inconsistent touch points
- Forgotten callbacks
- Leads fade into silence
Stuck in Limbo
No clear next step means stalled opportunities.
- Wasted ad spend
- Prospects ghosting
- Pipeline bloat
Manual Busywork
Admin overload slows down sales momentum.
- Hours lost to admin tasks
- Burned-out staff
- Missed targets
Ignored Prospects
Lack of check-ins leads to lost revenue.
- Lower renewals
- Missed upsells
- Competitors poaching
Here's the kicker...
You’re already paying for these leaks — in ad spend, lost deals, and wasted time.
And every day you let them slide, you’re not just losing money you’re funding your competition.
The fix isn’t another app, another hire, or another late-night grind.
It’s one system that seals every leak, automates the grunt work, and keeps your pipeline airtight 24/7.
One System. Every Leak Sealed.
You don’t need another “cool tool” sitting unused.
You need an operational backbone that works while you work — and while you sleep.
With SyndicateCRM, every crack in your process is sealed tight with:
SynAdvantages
Instant Lead Response
Be the first to call, text, or email within seconds.
- Win more deals by being first to respond
- Turn paid leads into active opportunities
- Create an instant professional impression
AI-Powered Follow-Up
Automated touchpoints keep leads warm, 24/7.
- Close more deals without chasing
- Stay top-of-mind with zero effort
- Convert “maybe later” into “yes” faster
Pipeline Command Center
Track every lead, quote, and renewal in one place.
- Total visibility over every opportunity
- Follow up at the right time, every time
- Focus on the deals that matter most
Renewal & Retention
Clients get proactive reminders and upsell offers.
- Boost renewal and retention rates
- Generate cross-sell & upsell revenue
- Keep clients cared for year-round
Admin Offload
Repetitive tasks handled automatically.
- Free up hours for selling & service
- Reduce burnout for your team
- Speed up policy onboarding
Live Agency Dashboard
See exactly who to contact and when.
- Always know your next revenue move
- Prioritize high-value opportunities
- Plan sales with confidence
You Don’t Need to buy a dozen tools
or sign five new software contracts.
For just $97/month, you get SyndicateCRM.
It's your command center.
Built to intercept leads, automate follow-up, and keep clients from slipping away.
.. INTRODUCING
SyndicateCRM
Your $97 Command Center
At its core, SyndicateCRM is the operational backbone for insurance agencies.
The $1,600+/mo Leak vs. The $97/mo Fix
All-in-One vs Piecemeal Stack
Everything you need in SyndicateCRM for $97/mo
Features
Other Tools
Price
SyndicateCRM
CRM & Pipeline Management
$99/mo
Included
Unlimited Sales Funnels
$297/mo
Included
Website Builder
$29/mo
Included
Surveys & Forms
$49/mo
Included
Email Marketing
$99/mo
Included
2-Way SMS Marketing
$99/mo
Included
Booking & Appointments
$29/mo
Included
Workflow Automations
$169/mo
Included
Courses & Memberships
$99/mo
Included
Call Tracking
$49/mo
Included
Reputation Management
$159/mo
Included
Tracking & Analytics
$299/mo
Included
Communities
$89/mo
Included
Document Signing
$47/mo
Included
CoreSystems
Unique to SyndicateCRM
$—
Included
Total Price
$1,600+/mo
$97/mo
Pricing
Starter Ops
$97/mo
For lean teams (up to 3 staff seats)
✅ Choose ANY 2 CoreSystems
- CRM & Pipelines (basic)
- Email + SMS automations (2-way)
- Basic AI Agent (leads only)
- Instant Lead Response (auto call/text/email)
- Standard Dashboard (pipeline + revenue overview)
Growth Ops
$497/mo
For scaling agencies (up to 10 staff seats)
✅ Choose ANY 3 CoreSystems
- Everything in Starter
- AI Agents (Sales + Service)
- Calendar & Booking automation
- Proactive Renewal & Retention flows
- Live Agency Dashboard (daily metrics + tasks)
- Priority onboarding
Command Ops
$997/mo
For agency-wide control (unlimited seats)
✅ Get ALL 5 CoreSystems
- Everything in Growth
- Custom AI Agents (Sales, Service, Onboarding)
- Reputation & Review automation
- Revenue Recovery System (winbacks + churn prevention)
- Advanced Dashboards (team KPIs, forecasts)
- White-glove onboarding + monthly optimization
And if you think that’s all you get for $97…
Every SyndicateCRM plan also comes loaded with CoreSystems...
No third-party apps. No extra contracts.
Just choose how many CoreSystems your agency needs, and they’re ready inside your command center.
Meet the CoreSystems
The built-in frameworks that automate the grunt work, tighten your pipeline, and give you full control from one command center.
Mission: Client Acquisition
Intercept, respond, and book before the competition even sees the lead.
- Instant lead capture via forms/surveys routed to a single inbox
- Speed-to-lead workflows with SMS, email, and VM drops in under 60s
- Smart calendar routing by product, territory, or rep
- Pipeline auto-stages so nothing stalls in limbo
Mission: Retention Ops
Protect your book. Renew, upsell, and earn referrals on autopilot.
- Renewal reminders with follow-through until confirmed
- Coverage check-ins that uncover upsell and cross-sell
- Review & referral engines that run year-round
- Lifecycle nurtures tailored to each policyholder stage
Mission: Revenue Recovery
Re-engage the silent, rescue stalled deals, and recover failed payments.
- Reactivation campaigns for cold leads and dormant clients
- No-show rescue with instant reschedule prompts
- Quote/proposal chasers that close the loop
- Payment reminders with smart retries and receipts
Mission: Recruitment Ops
Attract, vet, license, and activate producers with zero chaos.
- Applicant intake with tagging and custom fields
- Licensing & compliance pipeline with reminders
- Onboarding sequences for training and activation
- Recruit dashboard for status and time-to-live
Mission: Agency Command
Total visibility. Lead sources, KPIs, rep performance—live.
- Pipelines & dashboards with real-time KPIs
- Task & lead routing by load, region, or specialty
- Conversation logs across calls, SMS, and email
- Compliance trail for audits and documentation
BEFORE
AFTER
Silent Revenue Machine
- Instant capture + speed-to-lead under 60s
- Smart routing & calendars with auto-stages
- No-show rescue, payment recovery & reactivation
- Dashboards & KPIs — clarity without the grind
40+
hours saved / month
3×
faster follow-up speed
$25k
recovered from “lost” deals
“We stopped firefighting. Calls, follow-ups, renewals—everything runs. The pipeline finally shows reality, not guesses.”
What agencies say about CoreSystems
Real outcomes. Less chaos. More revenue.
72×72
Maria L.
Agency Owner — FL
“We cut manual follow-ups in half the first week. Bookings went up without spending more on ads.”
+31% show-up rate
~42h/mo admin
72×72
Devon R.
Sales Director — TX
“No-show rescue + payment recovery saved deals we thought were dead. The dashboard keeps us honest.”
$24k recovered
3× faster follow-up
72×72
Hanna C.
Ops Lead — CA
“Routing + auto-stages cleaned up our pipeline. Agents finally focus on selling, not spreadsheet wrangling.”
+18% close rate
0 lead leaks
72×72
Eric S.
Principal — NY
“We went from reactive to predictable. CoreSystems paid for itself in 30 days.”
30 days to ROI
+22% renewals
What if I don’t know how to set all of this up?
No problem! CoreSyndicate’s launch team will walk you through everything — step by step. Your account is fully customizable, but we’ll make sure you’re never left figuring it out alone.
Right after you subscribe, you’ll get a private onboarding call with a SyndicateCRM specialist who will help configure your CoreSystems, pipelines, and automations for your agency.
No other solution gives insurance professionals this much command for their spend
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Frequently Asked Questions
What is SyndicateCRM?
SyndicateCRM is a purpose-built automation and CRM platform for insurance agencies. It helps you capture leads, follow up instantly, and keep your book of business organized without the usual manual chaos.
How many staff seats are included?
Our Starter plan comes with 3 staff seats. Growth includes 10, and Command Ops offers unlimited seats so your entire team can operate under one streamlined system.
What are CoreSystems?
CoreSystems are pre-built snapshots designed for insurance workflows. They cover Client Acquisition, Retention Ops, Revenue Recovery, Recruitment Ops, and Agency Command.
Can I switch CoreSystems later?
Yes! You can upgrade your tier or swap CoreSystems as your agency grows. Higher tiers unlock more CoreSystems by default.
Do you provide onboarding and support?
Absolutely. Each plan includes onboarding, with Priority and White-Glove options available at higher tiers. Our support team ensures you launch fast and stay confident using the system.