Access new business and policy holder services forms organized by carrier, state of issuance and product type.
Streamlined application options to save you valuable time. Select from iGo, drop-ticket, fully underwritten, simplified and accelerated underwriting platforms.
24/7 secure and confidential online access to your case data. View pending case data, licensing, contracting and commission data and display the full book of submitted and placed business.
Everything you need to know about the contracting process including: basic contracting requirements, how to get contracted, and downloadable contracting kit for new and existing CPS producers.
Quote all of your favorite insurance products with a click of the mouse using Vital Suite and WinFlex Web online quoting solutions. In seconds receive a response from top carriers.
The expertise of our staff of underwriters, our established relationships with many of the industry’s top impaired risk carriers, and our substantial production levels assure you the best offer.
CPS Insurance allows my agency to focus on taking care of our client’s needs 24/7. All the carriers individual appetites, underwriting criteria, specific product details, placement and compensation is all handled by my CPS Team! I can trust that what they send me or tell me is accurate, professional, and on point with all product areas, and if we need a deeper dive into more advanced answers CPS Management and Tom Virkler, JD is top notch. After 30 years in the business, CPS is the choice for me and my team!Darrel Olson, Darrel Olson Insurance Solutions, Inc.
I have had such great service and follow up from everyone I have worked with at with CPS. Their staff are very knowledgeable, friendly and quick to help me with what I need. I have looked for a long time to find a great resource for my disability business and I’m so glad to be working with CPS!Jadie Hager, The Hager Group
After more than 25 years working with CPS I can still say that it’s a “Class Act”. As a small agency serving clients in Orange County, L.A. and Riverside... I get from Tom Nicols and the Team at CPS all the support and service that allows me to function at a high level of expertise and service. Tom and the Disability Team at CPS are ALWAYS my go to people.Warren Klein, Klein Insurance Services
Though we have not done a lot of work with CPS you have always been available, helpful and generous with your knowledge and time. I do hope we’ll do more together in the future.Evelyn Frazier, LynWay Insurance Services
CPS has been instrumental in my DI marketing. Especially in the small group area. They are extremely knowledgeable and are passionate in making sure that no one goes uncovered by providing very cost efficient options from which our clients and prospects can choose from. True professionals. I really appreciate their support.Tim Gilmore
CPS provides excellent support with my DI sales efforts. Their industry knowledge is beyond comparison. Because of this, they are my first call when I have a new DI case or need additional guidance. Thank you Tom and CPS Insurance!Sophia Peranteau, Employee Benefit Adviser - Optomis Insurance & Benefits
I would like to express my appreciation for all the assistance I have received from CPS for answering all my questions on DI sales. Your office has been very knowledgeable about many aspects of sales and presentations in our practice. I recommend CPS to many sales professionals to utilize this company's assets.MJ Raja
I appreciate assistance and the prompt quotes I receive for my clients. The DI sales dept has always been very informative as to which product may work best for my specific client.Richard Hugues, CFS, A.R. Huguez & Associates
I very much enjoy working with CPS in all of their lines of business. When requesting a quote, I almost always receive an illustration or proposal within a 24 hour turnaround and often much faster. Further, they are always available and patient to go through the quote to make certain that I am accurately answering potential client questions and explaining the product features correctly.Spencer Miller , CWM Advisor
I have worked with other BGA’s in the past for our DI clients and I can honestly say CPS is head and shoulders above the rest all the way around. Typically a quick turn around when we send in a quote request, you can call or have your producers call with questions. Best of all, they follow up if they don’t get an app which I have found very helpful.Lisa Skinner, Brokerage Services Inc #10916
You guys are so responsive even though I am a small producer. I appreciate the excellent assistance.Cathy Barto
Tom Nicols has always been great with DI. Goes over full details of quotes. Response time is quick. Our full agency recommends Tom Nicols at CPS.Dan Abrams , President, Insuresaver Insurance Agency
I would like to say thank you to CPS for their most valued support. They always make even the most pressing challenges manageable. It is wonderful to know that we can count on CPS for much needed assistance.Paul Goodwin
Working with CPS is awesome! It can be difficult to master the details when selling different lines of product through multiple carriers but with CPS as a resource you can always stay on top. Easy to navigate website, useful tools and information with an expert available to talk all the time.Kerry J. Frerk, Frerk Insurance Services
I love the CPS website and I use it like my own back office for DI sales. I can request a quote, find marketing materials, product information and download applications when I am ready to complete a sale. It is well designed and it is the first place I go to for information.Max Haghighi, RHU, CIA, CLCS - Gaspar Insurance Services
CPS DI Advisors are a blessing, and their knowledge is the foundation of our confidence when assisting prospects and clients with their DI needs. They are quick to respond and are truly there to help. They are generous with their knowledge and can make product and strategy recommendations you may not have thought of, which lends integrity to the overall process as this is passed on to consumers. We’re grateful for our invaluable relationship with all of our CPS Advisors.Carla M. McClain, Health, Accident, Life Agent, CA License 0813759, AR License 312282
CPS, the "back office" that makes the everything run so smoothly for the agent.Gayle Gaston, Insurance Agent/Broker, License #0B95005
For many of us agents, working on several types of risks at a time is the norm. Keeping up with industry trends, carrier changes, policy types and endorsements is even more challenging when a particular product is not your main focus. That’s why when I have DI prospects, I turn to the team at CPS. It’s like having an in-house DI specialist. CPS provides me with the support, information, products and quotes I need to deliver top-drawer value and service to my DI clients every time.Carlo Narduzzi, Branch Managing Partner - Basin Pacific Insurance & Benefits
The marketing support side of CPS for disability insurance is exactly what I need. Since I sell Disability infrequently, I need a support team and a website that is up to date, and with CPS I exactly get that.Mehrdad Meyer Kamran, Regent General Insurance Broker
CPS is an extension of my back office. Always very responsive and are willing to go the extra mile for me! They are who I turn to for life, disability and long term care insurance when I am unable to place an insured through my home office.Candace H Berkman, CLTC, Financial Advisor, Long Term Care Specialist
The CPS DI Team has been a great resource for my business. They consistently support my needs for information, diverse quotes, and timely service to address my clients. My disability insurance portion of my business has grown dramatically through their support.Dan Morris, High Point Financial Group, LLC
I have had the good fortune to have worked for over 25 years with teams at CPS for both life and Long-Term Care products. The support has been absolutely wonderful. Just like the old bank promo “Daytime, Nighttime, Saturdays too, we open our doors” the good people at CPS go above and beyond in providing attentive, professional and comprehensive assistance. Even on weekends. How many GA’s out there give a broker the home and cell phone numbers of team members? Not many I’ll bet. And one more thing: the mantra at CPS must be “Service with a smile” because even though I can’t see them, I can hear it. I’ve been approached numerous times to switch to another GA. It simply ain’t happening.Joseph Sperling, J.D., Insurance Broker
The reason that I LOVE CPS: They provide the service that our clients pay for and deserve - I cannot thank them enough!!!Charlene Hunt
The sales team is on top of their game and on point, knowing their products inside and out and where each of their core carriers strengths are in the market. The case management team is top notch and on top of their cases. CPS would be a great upline to anyone in the insurance industry as they are fully staffed and knowledgeable in everything from A-Z in the insurance world.Ryan Strick
As an agency owner, I can tell you that being able to facilitate such a quality campaign through CPS is an unbelievable gift. It adds value to my agency through a broader range of products, plus it’s another opportunity to “touch” my clients and stay in front of them. Any P&C agent that’s not jumping on board with this program is losing out on an opportunity to cross-sell their clients, and generate additional revenue for their agency.David Duncan
The CPS team goes above and beyond to provide our advisors with responsive service, resulting in the timely placement of business.Steve Soto, Anfield Advisors, LLC
CPS provides me with the solutions that fit the unique needs of my clients. The support I receive makes it possible for me to be a successful independent producer.Hiroyuki Kunito, Nori Marumoto Insurance Agency
I’ve been doing business with CPS for over 35 years; you are truly the finest wholesaling company I’ve ever worked with. The superior support, professionalism and responsiveness to my business is unparalleled in the industry.Chuck Hahn
CPS always processes my cases quickly, providing me with detailed status reports. Everyone on the team is in tune with my clients’ needs.Michael Rader
The CPS team is incredibly responsive. They provide great marketing support, innovative sales ideas and strong case management. The support I get from CPS makes it possible for me to be a successful independent producer.Annette Fadness
Over the past year I was able to close and place more business than ever before and that’s because of the relationships CPS has built with me and with their carriers. With over 20 years in business, I couldn’t have done it without you. Thanks.Alan Drobka