Protect Growing Businesses. Build Your Practice.

Join a trusted network of insurance agents supporting entrepreneurs as they protect what they’re building.

Help business owners secure the right coverage for their team, property, and operations at key moments in their growth.

There's no fee to join.
Every connection is curated, qualified, and focused on readiness.

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What's your current role?

Select one.

What's your current role?

Great! You're in good company.

Every day, insurance agents like you work with FINSYNC to support growing businesses, guide coverage decisions and support growing businesses.

We’re on a shared mission to help businesses protect what they’re building, and we’re glad you’re here.

Which of the services we offer to bankers are most interesting to you?

Select all that apply.

Which of the services we offer to bankers are most interesting to you?

This is what brings many people here.

Many insurance partners join FINSYNC to connect with growing businesses earlier and stay involved as coverage needs change over time.

FINSYNC supports you, the entrepreneurs you work with, and the businesses they are protecting.

What are you hearing most often from your business customers today?

Select all that apply.

What are you hearing most often from your business customers today?

Thanks for sharing!

What you’re hearing from business owners is why FINSYNC exists. We help surface the right moments for insurance conversations and support stronger connections between agents and growing businesses.

When businesses are protected, they’re better positioned to grow with confidence.

Let's take the next step together.

Based on what you shared, we'll guide you through the best next step.

There's no obligation and no cost to get started, just a more connected way to support customers and strengthen relationships over time.

Enter your email below, and we'll help you move forward with clarity and confidence.

FINSYNC’s all-in-one platform helps entrepreneurs manage cash flow, payroll, payments, and growth — often revealing when it's time to get the right insurance in place.

That’s when we turn to trusted agents like you.

Why Join the
FINSYNC Network?

Connect at the
Right Time

Our platform surfaces key moments when entrepreneurs need insurance — and matches them with insurance agents who can help.

Build Trusted,
Local Relationships

FINSYNC supports long-term business growth, and we want to refer our customers to professionals who can support them for the long haul.

Offer Tailored
Coverage

From general liability to workers’ comp, E&O, and cyber insurance, we connect you with clients looking for tailored protection based on their stage and structure.

Collaborate,
Don’t Compete

FINSYNC doesn’t sell insurance. We connect business owners with trusted agents who can guide them to the right protection.

You’re Already Doing the Right Work

If you say “yes” to any of these, you’re a prime candidate to connect with our customers:

Do you want more small business owners reaching out for commercial coverage?

Do you specialize in helping growing businesses protect people, property, and operations?

Do you want better-fit introductions to businesses that are actively building and scaling?

That’s where FINSYNC fits, helping you stay connected, supportive, and trusted through every stage of the entrepreneur’s journey.

See How Community Organizations Use FINSYNC

Continue to a Guided Q&A to Confirm FINSYNC Is Right for You ->

Here’s the insight that’s driving the movement:

Here’s the insight that’s driving the movement:

Fewer than 1% of FINSYNC customers fail for cash-flow and funding reasons — compared to 82% of small businesses nationwide.

If you want to see why, and how trusted insurance partners help entrepreneurs protect what they’re building, we’d love to talk.

See The Story Behind FINSYNC ->

Working together, we make business dreams a reality.

How it Works FAQs

Apply For Business
Checking Account

Before you get started

1

We are not able to service these businesses at the moment:

  • Crypto Currency and Money Services
  • Privately Owned ATMs
  • Marijuana-Related
  • Gambling
  • Money Services Business
  • Business headquartered outside of the U.S.
2

At this time we are offering online business checking accounts through bank partners in these states:

  • Arizona
  • California
  • Idaho
  • Nevada
  • New Mexico
  • Oregon
  • Texas
  • Utah
  • Washington

Is your business in one of these states?