Follow Up Email

Follow Up Email Template

(Insert name here):  Thanks so much for your time today.  Below are some important facts about our lien resolution services.  I have attached a premier client pricing agreement, a flyer about our lien resolution results and our Medicare refund service, and, lastly, our general services brochure.

Premier client pricing is:   10% of savings (based off the amount of the lien when it is referred to Synergy)

Medicare:  Over 50% reduction average

Medicare Refund:  Average amount refunded to Synergy client is $21k (we have recovered over $2.4M since 2015) (what is the updated amount?)

ERISA:  Over 35% reduction on average

To learn more about lien resolution services, visit:

To learn more about the benefits of outsourcing to Synergy, visit:


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"Synergy provides great service and are very helpful to my clients. Sometimes clients have trouble understanding the annuity concepts and Synergy does a wonderful job making everything clear and understandable. It is a pleasure to work with Synergy on cases."

Glen Wieland
Wieland, Hilado & Delattre

When we face difficult post resolution issues, we turn to Synergy. They provide us with the necessary expert advice about Medicare compliance, preservation of public benefits, lien resolution and settlement planning. We don’t need to go anywhere else, they are the experts when it comes to the case after the case. All of those sticky issues, they easily navigate and let us focus on other issues.

Andrew Knopf
Knopf Bigger

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