Insights

SMB Benefits Focus Target Tulsa and Oklahoma SMBs with tailored employee benefits and cross-sell opportunities across core benefits and retirement solutions.

Lean High-Value Model Leverage a lean team and high client value to position premium consulting and scalable admin services as differentiators to retain clients and drive upsell of additional lines.

Data Driven Digital Utilize the existing digital stack to offer data driven enrollment analytics, portal enhancements, and digital marketing of benefits to clients, creating opportunities for analytics licensing and ongoing optimization services.

Local Market Edge Differentiate from large national brokers by emphasizing local Tulsa presence, regulatory savvy, and personalized service to win midmarket clients seeking responsiveness and tailored solutions.

Partnership Expansion Expand through carrier partnerships and HR technology integrations to offer additional lines such as retirement plans, voluntary benefits, and compliance support, with smoother enrollment via HR systems.

Synergy Benefit Advisors, LLC Tech Stack

Synergy Benefit Advisors, LLC uses 8 technology products and services including Cloudflare Web Optimizations, Cloudflare, Cloudflare DNS, and more. Explore Synergy Benefit Advisors, LLC's tech stack below.

  • Cloudflare Web Optimizations
    Analytics
  • Cloudflare
    Content Management System
  • Cloudflare DNS
    Domain Name Services
  • Slick
    Javascript Libraries
  • Google Maps
    Maps
  • X-XSS-Protection
    Security
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics

Synergy Benefit Advisors, LLC's Email Address Formats

Synergy Benefit Advisors, LLC uses at least 1 format(s):
Synergy Benefit Advisors, LLC Email FormatsExamplePercentage
First@tulsasynergy.comJohn@tulsasynergy.com
100%

Frequently Asked Questions

What is Synergy Benefit Advisors, LLC's phone number?

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You can contact Synergy Benefit Advisors, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Synergy Benefit Advisors, LLC's official website and social media links?

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Synergy Benefit Advisors, LLC's official website is tulsasynergy.com and has social profiles on LinkedIn.

How much revenue does Synergy Benefit Advisors, LLC generate?

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As of July 2026, Synergy Benefit Advisors, LLC's annual revenue is estimated to be $10M - $25M.

What is Synergy Benefit Advisors, LLC's NAICS code?

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Synergy Benefit Advisors, LLC's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Synergy Benefit Advisors, LLC have currently?

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As of July 2026, Synergy Benefit Advisors, LLC has approximately 4 employees across 1 continents, including North America. Key team members include Managing Partner: M. E.. Explore Synergy Benefit Advisors, LLC's employee directory with LeadIQ.

What industry does Synergy Benefit Advisors, LLC belong to?

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Synergy Benefit Advisors, LLC operates in the Insurance industry.

What technology does Synergy Benefit Advisors, LLC use?

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Synergy Benefit Advisors, LLC's tech stack includes Cloudflare Web OptimizationsCloudflareCloudflare DNSSlickGoogle MapsX-XSS-ProtectionGoogle Tag ManagerGoogle Analytics.

What is Synergy Benefit Advisors, LLC's email format?

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Synergy Benefit Advisors, LLC's email format typically follows the pattern of First@tulsasynergy.com. Find more Synergy Benefit Advisors, LLC email formats with LeadIQ.

When was Synergy Benefit Advisors, LLC founded?

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Synergy Benefit Advisors, LLC was founded in 2016.
Synergy Benefit Advisors, LLC logo

Synergy Benefit Advisors, LLC

InsuranceOklahoma, United States2-10 Employees

Synergy Benefit Advisors, LLC is a Tulsa-based insurance brokerage that focuses on designing and managing employee benefits packages for organizations of varying sizes. The firm emphasizes a hands-on approach to delivering tailored, high-quality guidance that aligns with each client’s unique insurance needs, aiming to provide strategic solutions within their benefits offerings. Operating in the insurance industry, the company positions itself as a full-service advisor capable of assisting small to large companies with a range of insurance solutions.

Located in Oklahoma, the firm serves the local market from its office in Tulsa and operates with a small-to-mid-size team. While specific client characteristics are not listed, the description indicates the firm partners with businesses seeking comprehensive employee benefits and related insurance services, offering professional support beyond standard brokerage capabilities. A recent development note is not provided beyond the ongoing service-oriented focus.

Section iconCompany Overview

Phone number
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2016
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Synergy Benefit Advisors, LLC's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Synergy Benefit Advisors, LLC's revenue is estimated to be in the range of $10M - $25M

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