Comprehensive sales and marketing resources to help you identify opportunities and implement business planning concepts.
Many of our carrier partners have created microsites filled with sample documents, advanced planning concepts and various tools that can help expand your available sales resources.
Connect with your clients and generate new prospective leads with CPS turnkey email marketing campaigns. The campaigns are available in a variety of topics that educate your clients across all lines of business. CPS Sales & Marketing team is available to help you launch your first campaign today. Contact us to get started.
(800) 326-5433 ext. 244
Whether you are pursuing a personal needs sale or a business marketplace sale, CPS Insurance can provide a fact finder which can be co-branded with your personal contact information.
We can help you provide your clients with products that do not require a medical examination.
Foresters PlanRight Rate Book
CPS has partnered with a local law firm to provide our producers with an outlet for affordable and reliable legal and consultative services.
The Law Firm of Vogt, Resnick & Sherak, LLP has over 120 years of collective legal experience providing high quality legal services and solutions to businesses and individuals in a wide range of matters. The firm holds an “AV” rating, the highest professional rating possible, from the National Legal Directory Service of Martindale-Hubbell.
To obtain additional information about the firm and its services or to arrange an introductory call/meeting, please contact your dedicated CPS Sales Team.
A list of all of our carrier’s policy holder services phone numbers. These numbers can be used to service your client’s existing policies including conversions, policy change requests, and to determine current policy status.
Life Policy Holder Services
Making policy reviews a central part of your practice can help you strengthen existing relationships with clients and help you grow your business.
CPS has a turn-key Policy Review Kit making it simple to engage your clients and analyze their current policy performance, benchmark against alternative solutions and provide the proper recommendations to ensure that their policy meets their insurance objectives.
Individuals who are described as having “special needs” fall into a wide spectrum of persons with physical, mental and emotional abilities.
CPS and John Hancock can help you analyze your clients’ financial situation, assess care needs and create a Special Needs Trust (SNT) funded with life insurance.