About us
Syndicated Insurance Agency, a Limited Liability Company founded in 2003, is a multi-line general agency offering comprehensive coverage, including Life, Health, Property & Casualty insurance. With a strong focus on Medicare Plan sales as a National Field Marketing Organization (FMO), Syndicated collaborates closely with healthcare providers, medical groups, carriers, and professional advisors such as CPAs, businesses, and estate planning attorneys to develop long-term protection plans and foster client growth.
In 2022, Syndicated Insurance Agency achieved a remarkable 282% growth rate, as featured in the July-August 2023 issue of the Harvard Business Review. Syndicated has continued this trajectory with a consistent annual growth rate of 121% year-over-year.
Leadership Team
Jason Vallejos
Chief Strategy Officer
Leslie Kaz , RHU
Chief Operations Officer
Elizabeth Villatoro
Chief Growth Officer
Jason Vallejos
Leslie Kaz, RHU
Elizabeth Villatoro
District Managers
Andrew Velasquez
District Manager
Daniel Lue
District Manager
Diana Cole
Sr. District Manager
Monica Davoodpour
District Manager
Jose Luna, Sr.
District Manager
Diana Cole
Jose Luna, Sr.
Agency Partners
Kern Golden Girls
Aguirre & Galindo Insurance Agency
Core Values
1. Customer-Centricity: We are committed to providing exceptional customer service, prioritizing our clients’ needs in everything we do. We strive to understand their unique circumstances, address their concerns, and guide them through the Medicare process with empathy and expertise.
2. Integrity and Transparency: We uphold the highest ethical standards in all our interactions, ensuring transparency and honesty in our communication and advice. We believe in earning our clients’ trust by conducting business with integrity and always acting in their best interests.
3. Expertise and Continuous Learning: We are committed to maintaining a deep knowledge of Medicare plans and healthcare options, ensuring that our clients receive the most up-to-date and accurate information. We foster a culture of continuous learning, encouraging our team to stay current with the latest changes and developments in the Medicare landscape.
4. Personalized Guidance and Solutions: We recognize that each client’s Medicare needs are unique, and we tailor our approach to address their specific circumstances and goals. We provide personalized guidance and solutions, taking the time to understand their preferences, risk factors, and budget constraints.
5. Empowering Individuals Through Education: We believe in empowering individuals to make informed decisions about their Medicare coverage. We provide educational resources, workshops, and one-on-one consultations to help clients understand their options, navigate the Medicare maze, and choose the plan that best suits their needs.
6. A Culture of Collaboration and Teamwork: We foster a supportive and collaborative environment where team members work together seamlessly to achieve common goals. We value open communication, diverse perspectives, and a shared commitment to providing exceptional client service.
7. Innovation and Continuous Improvement: We are committed to continuously improving our services, processes, and technologies to better serve our clients. We embrace innovation and seek new ways to enhance the Medicare planning experience for individuals and families.
By embodying these core values, Syndicated Insurance Agency strives to be a trusted partner in the Medicare journey, helping individuals make informed decisions, secure the coverage they need, and access quality healthcare services.