Pricing

Save On Our Annual Plans

ROOKIE

Brand, market and position yourself for inbound lead generation

Professional Profile

?The easiest-to-use, mobile-ready, professional positioning tool built specially for financial services professionals

Contact Management

?All your leads, prospects, and clients in one place. Never lose contact with any of them!

Policies Portfolio

?Stay on top of all your clients' policies, even if they were purchased from other insurers!

FREE



CONSULTANT

Track sales activities, engage your prospects and clients, close bigger cases faster

Includes Everything in Rookie

? Brand, market and position yourself for inbound lead generation

Customisable Profile Link

? Prefer something more catchy? Change it immediately!

Dashboard

? A bird's eye view of your goals, production, and activities.

Activities

? See how productive you have been. No more slacking off!

Opportunities

? Track your progress through every stage of the sale
USD

39

/month

or USD 32.50 per month paid annually

ACHIEVER

Smart recommendations for the consultant, for sales opportunities that even veterans don't see!

Includes everything in Consultant

Enhanced Recommendations

?Your recommendations are displayed as impact on a client's priorities and gaps, showing them how your solution actually makes a difference

Sales Reports

?A summary for you to know exactly what you have done, need to do and can do. Those tasks will ensure you keep on top of your financial practice

No Synchestra Branding

?Use your own unique brand in your personal profile and reports!

and more