01 BUILD
The initial workflow setup. Speed-to-lead. CRM integration. First automation live. About 30% of the value happens here.
IMPLEMENTATION
The AI implementation built by a 10-year insurance agent.
Three tiers. Real systems, hardened past stage one. Voice bots, social bots, site bots, monitoring, custom workflows. Stays through stage four.
Not ready for Implementation? Start with Signal.
WHO THIS IS FOR
Most of our clients could build this themselves.
They know it. We know it. They still hire Synelium because their best use of time is not another weekend in workflow land.
Implementation is the engagement for insurance agents and finance pros who have already paid for tools they haven't fully implemented, who watched leads go cold because the follow-up system never got built, and who are done with consultants who handed off a build and disappeared at week two.
We are not the cheapest option in this space. We are the option that stays through the work that actually delivers value.
OUR METHOD
Build. Harden. Iterate. Maintain.
Most consultants do stage one and disappear. The retainer model exists because the work that delivers value happens in stages two through four.
02 HARDEN
What breaks under real load. Compliance edge cases. State reg gotchas. Error recovery. About 50% of the value lives here, and where most builds quietly fall apart if no one's watching.
03 ITERATE
Real data starts coming in. We adjust based on signal, not guesses. About 15% of the value.
04 MAINTAIN
Platforms change. Carriers update APIs. Compliance rules shift. The system evolves with the business. 5% of the day-to-day, but it's the 5% that determines whether the system still works three years from now.
ENGAGEMENT TIERS
Three tiers. Pick the one your agency actually fits.
Same methodology at every tier. The scope and the cadence scale with your stack.
FOUNDATION
$1,000/ month
For 1 to 5 producer shops
The core engagement. Speed-to-lead, follow-up sequences, site bot, social bot, Signal monitoring, custom workflow builds. Monthly review and iteration. The 4-stage methodology applied across the stack.
Voice bot available as a $300/month add-on (500 minutes included, $1.00/min overage).
Book a Discovery CallMost Popular
GROWTH
$2,500/ month
For 5 to 20 producer shops
Everything in Foundation plus voice bot (1,000 minutes included, $0.80/min overage), long-term nurture workflows past day 30, multi-vertical support, multi-carrier handling. Standing weekly check-ins during build, monthly thereafter.
Book a Discovery CallESTABLISHED
$5,000/ month
For 20+ producers, MGA/IMO complexity, multi-state
Everything in Growth plus voice bot at 3,000 minutes included ($0.65/min overage), custom integration work beyond off-the-shelf platforms, dedicated weekly sessions, white-glove hardening and maintenance.
Book a Discovery CallACROSS EVERY TIER
What's included no matter which tier you pick.
Site bot for website lead capture and qualification
Social bot for DM automation where compliance allows
Synelium Signal AEO and SEO monitoring
Custom workflow builds tied to your existing stack (GHL, Agent CRM, EZLynx, AgencyZoom, others)
The 4-stage methodology applied to every piece
Direct access to Shaun for strategic questions
COMMON QUESTIONS
Questions we get on every discovery call.
Ready to talk?
Discovery call is thirty minutes. No pitch deck. We look at where your agency is now, where you want it to go, and whether Synelium is the right fit. If we're not, we'll tell you.
Not ready? Take the Revenue Leak Scorecard or scan your AEO score first.