😊 Want a licensed agent to handle it all for you, start to finish? Call (877) 333-8195
😊 Want a licensed agent to handle it all for you, start to finish? Call (877) 333-8195
We are a full service insurance agency. You will benefit from our extensive expertise in securing quality coverage at affordable pricing with convenient payment plans. We represent multiple carriers and we are dedicated to finding the right fit for you. Let us find the right combination of price, coverage and service.
Many of us have worked together for nearly 30 years. The management team’s predecessor project was Strategic Outsourcing, Inc. (SOI) which grew to over $2 Billion in annual revenue and over $50 million in workers compensation premium. In 2000, SOI was acquired by Regions Bank (aka Union Planters Bank) and was acquired by publicly traded Tri-Net in 2013. (NYSE: TNET)
Most of our Senior Management team has worked together for more than 30 years. Â We love to help clients find affordable options and the right solutions to meet their needs.
David Bell received the 1990 nomination for State Senate in Georgia’s 55th District after serving as a Congressional Staffer during the 1980s.
A licensed insurance agent in property/casualty and life/health, Tracy’s career began in the United States Navy.
Cindy has extensive experience in the insurance industry. She began working with the management team in late 80’s for a previous venture which was sold.
Dean has been involved with the management team for over 30 years. He was a Regional Vice President of Strategic Outsourcing, Inc.
James (Jamie) Taglia is a graduate of Georgia State University with a degree in finance. He has over 35 years in the insurance/risk management/benefits industry.
She spent time with multiple states, assigning and managing financial codes to ensure Public Service Commision compliance.
Jean, a Certified Payroll Professional, has been working in the payroll industry for over 25 years.
We have administrative support offices in Florida, Georgia, North Carolina and South Carolina. We have regional sales offices Coast to Coast with clients and sales in virtually every state.
We provide insurance-related program management throughout the United States, researches carriers and programs and provides technology and consulting services to the insurance industry. Our corporation is licensed to transact insurance in most states.
Please contact us for additional details regarding licensing.
Get multiple quotes from leading insurance carriers in minutes.
We help you find the best coverage at the lowest possible price.
Our insurance professionals are here to answer your questions and guide you every step of the way.
We understand your unique needs and match you with policies that fit your lifestyle and budget.
CA Only – Syndicated Resource Group Holdings, Inc. DBA Syndicated Services Insurance Agency, Inc. – License #6001535 / FL Only – Syndicated Resource Group Holdings, Inc. DBA Syndicated Insurance Agency of Florida – License #L091318 / All Other States – Syndicated Resource Group Holdings, Inc. DBA Syndicated Services, Inc. and DBA Syndicated Insurance Agency / Syndicated Resource Group Holdings, Inc. – National Producer #17397028
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David Bell received the 1990 nomination for State Senate in Georgia’s 55th District after serving as a Congressional Staffer during the 1980s. He worked for U.S. Senator Paula Hawkins as a staff assistant with a primary focus on the appointment process to the US Military Academies including West Point and Annapolis. From there, he also worked as a small business advocate and was often a speaker at civic organizations throughout Georgia. In the late 80’s, he founded an insurance agency which was responsible for acquiring multiple similar agencies in the Atlanta area.
David moved to Charlotte North Carolina to serve as President of Strategic Outsourcing which he co-Âfounded in 1995. Bell used his experience with small business owners and his insurance experience to build specialized products and services for clients interested in outsourced human resources, workers compensation and improved employee benefits. After 8 years of growing SOI revenues at a rate of 40% and reaching 1 Billion in revenue, the company was sold for approximately $55 million and Bell remained President for 2 years before founding InSource Business Strategies which was sold in 2008.
A licensed insurance agent in property/casualty and life/health, Tracy’s career began in the United States Navy. She has a Bachelor of Science degree in computer science from St Leo University. Tracy has experience in technology, accounting and compliance. Prior to co-founding Syndicated Services, Tracy was responsible for Sarbanes-Oxley (SOX) compliance, which created new standards for corporate accountability. Tracy uses her experience in technology, accounting and compliance to carefully examine the risk management needs of our clients.
Cindy has extensive experience in the insurance industry. She began working with the management team in late 80’s for a previous venture which was sold. Cindy oversees operations in Georgia from her office in Atlanta’s growing southern crescent— near Peachtree City and the Atlanta airport—and is strategically located to offer more personalized attention while creating a physical presence in the community.
Dean has been involved with the management team for over 30 years. He was a Regional Vice President of Strategic Outsourcing, Inc. which was acquired by Tri-Net (TNET (NYSE)). Tri-Net managed $34 Billion in Payroll. Prior to that, he was Divisional Vice President of Sales for Union Planters Bank, a $35 Billion bank based in Memphis, Tennessee which was Acquired by Regions (RF (NYSE). Dean has been in risk management and human resources for most of his professional career. He has also owned and successfully sold a staffing company, Staff Masters of Jacksonville.
James (Jamie) Taglia is a graduate of Georgia State University with a degree in finance. He has over 35 years in the insurance/risk management/benefits industry. Prior to joining Syndicated Services, he managed over $100 million in premiums. He is a certified instructor in multiple states and holds insurance licenses throughout the country. Jamie brings experience in claims, program management and underwriting. Jamie has been the featured speaker at multiple national association conferences and he has been published in a number of industry publications.Â
Karen’s career began in Corporate Finance with AT&T and then on of the “Baby Bells”. She spent time with multiple states, assigning and managing financial codes to ensure Public Service Commision compliance. She also developed and led training for other Financial Managers to ensure corporate compliance and uniformity.
She has been involved in the insurance industry since the late 1990’s and obtained her Series 6 license in the early 2000’s. Since joining forces with Syndicated in 2012, she is primarily responsible for licensing compliance and general operations management.
Jean, a Certified Payroll Professional, has been working in the payroll industry for over 25 years. She first met and worked alongside of David Bell from his days serving as President of Strategic Outsourcing. Jean has transitioned with David in several other business entities over the years. Jean’s experience, professionalism and vast experience set her part making her a vital member of the Syndicated team.
