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Benefits of Partnering

Brokers

Physicians & Healthcare Professionals

Consumers

Mission and
Vision Statements

Mission

To develop, inspire, and empower our agents and partners to live a life of service, purpose, and freedom.

Vision

To create leaders who drive change and redefine the insurance experience for those we serve.

Get More Done with Our Technology

Gone are the days of long drives and reliance on paperwork to meet clients. With Syndicated’s advanced technology, you can conduct business from anywhere. Our platform streamlines your workflow, allowing you to manage your client base, schedule virtual meetings, and access comprehensive back-office support. This empowers you to dedicate more time and energy to expanding your business.

Our technology also enhances the patient experience by simplifying appointment scheduling, billing inquiries, ID card requests, and providing access to a knowledgeable support team for any questions that arise. Our customized CRM and electronic enrollment system further improve efficiency by eliminating manual data entry and reducing errors. You can easily compare plans, enroll clients in a single step, and avoid the hassle of navigating multiple carrier platforms. Additionally, our platform enables you to locate providers, research medications, and track applications and commissions.

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Andrew Shepel

Financial expert

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Lisa Shelly

Financial advisor

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Henry Moore

Insurance agent

Our Licensed States

For Agency License Numbers – email info@syndicatedins.com
CA License No: 0E05609

Explore plans

Talk to a licensed agent or self-serve

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877-847-7868 (TTY 711) M-F 24/7To speak with a licensed agent

    By providing your name and contact information you are consenting to receive sales and marketing calls, text messages,and/or emails from the licensed insurance agent listed on this form about Medicare Plans at the number provided, and youagree such calls and/or text messages may use an automated system for the selection or dialing of telephone numbers,automated voice calls, AI generative voice calls, pre-recorded messages played when a connection is made, or pre-recorded voicemail messages, even if you are on a government do-not-call registry. These calls are for marketingpurposes and cellular charges may apply. This agreement is not a condition of enrollment and you can change yourpermission preferences at any time by contacting the agent listed on this form.

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