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Creating Legacies Together

Our team and carrier partners strive to inspire and support our advisors in designing insurance solutions that create legacies for clients to protect, and pass on, their wealth.

Proven Advisor Support

Synchronize has developed a specialty partnering with advisors whose core business focus may not be insurance. Our proven process keeps you in advisor mode while our seasoned team tends to the details.

Bill Dolan, President’s Message

After starting in the insurance industry as an agent and field sales manager, I came to believe there was a different way to distribute insurance products to families. I founded Synchronize, Inc. in 1996 with a goal of developing a simple way to help financial advisors provide insurance solutions to their clients.

I have enjoyed working with our excellent staff to grow Synchronize into a full-service, multi-carrier agency specializing in personalized brokerage service for financial advisors across 30 states. Synchronize counts as our clients some of the country’s favored broker dealers and wirehouses as well as regional firms, banks and independent producers.

Because of Synchronize’s high standards of service and quality,  we have developed Synchronize into a strong choice for financial advisors that are working to insure the legacies of their clients. My focus continues to be seeking new relationships with the right partners in the financial services industry who are looking to expand their value and deepen their relationships with their clients.

If you are looking for the right partner to help you expand your practice by offering your client more in the areas of asset protection, give me a call!


Bill Dolan
Synchronize President / Partner



PHONE: (800) 695-2261
MAILING ADDRESS: PO Box 410679 | Kansas City, MO 64141


10895 Lowell Avenue, Suite 300
Overland Park, KS 66210


Synchronize insurance services are administered by Lockton Affinity, LLC d/b/a Lockton Affinity Insurance Brokers LLC in California #0795478.
Coverage is subject to actual policy terms and conditions. Policy benefits are the sole responsibility of the issuing insurance company.

Coverage may be provided by an excess/surplus lines insurer which is not licensed by or subject to the supervision of the insurance department of your state of residence. Policy coverage forms and rates may not be subject to regulation by the insurance department of your state of residence. Excess/Surplus lines insurers do not generally participate in state guaranty funds and therefore insureds are not protected by such funds in the event of the insurer’s insolvency.

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