The CPS Advantage
underwriting exceptions
We turn ratings and declines at conservative insurers turn into placeable risks, adding happy clients and increasing your income. With hundreds of cases in underwriting at any given time, we know who to lean on to push for aggressive underwriting exceptions. You and your clients benefit from our decades of experience in negotiating some of the largest and most challenging risks ever written. Take advantage of our Medical Director’s close relationship with Chief Underwriters & reinsurers to extract maximum underwriting concessions. Experience consistent, exceptional results with minimal effort on your part. Even better, our effortless Concierge “We Do it All” Application Service does all of the paperwork in the background, while you focus on building your practice. Win your toughest cases with our industry’s most favorable underwriting outcomes – every time!
effortless life insurance applications
Completing life insurance applications has never been easier! Our Concierge “We Do it All” Application Service makes taking applications so effortless, you’ll never do business any other way going forward! All we need is an applicant’s contact information and what they’re applying for – we’ll take care of the rest. Professional Case Coordinators reach out to applicants, trustees, attorneys, medical examiners to initiate the application as an extension of your team. Our underwriting team negotiates for the most favorable possible underwriting outcome. You’re kept up to date at a frequency and via communications method you prefer, all the way through to policy placement and commission release. From submission to commission, experience life insurance applications the super easy way.
Insights into what’s possible
Our Insights section delivers ideas you can immediately convert into revenue from existing clients or fresh prospects. Learn about the newest product features and start a restart a conversation to convert that prospect into a client. Engage existing clients with a new idea of how they can improve their risk management setup – or reduce premium outlays, significantly. Expand your knowledge of what’s possible and use what you’ve learned to remind your Centers of Influence of the many ways their clients can benefit from talking to you. Unlock recurring revenue streams by adding new solutions to your inventory of services. Stay on top of mind as you position yourself as an extraordinarily knowledgeable financial guide. Add clients, get introduced to referrals, and maximize your revenue the easy way!
Client Acquisition system turns 10-3-1 into 50-20-10
Would you like to start your workday with several new ideal prospects in your inbox? Our Client Acquisition System has been deployed by hundreds of our Financial Advisors. Ignite the growth of your practice by turning 10-3-1 into 50-20-10. It’s FREE, easy to set up, takes minutes to master, and fun to implement! Put your client acquisition strategy on steroids! Deploy our Client Acquisition System today and experience the first results – tomorrow!
Collaborate with Experts
Enjoy five, six, and sometimes seven figure commission drops with minimal effort on your part! Partner with our industry-leading Experts to engage your ultra-high net worth business owner and executive clients with topics that are timely, interesting, & immediately relevant to them. Sit back and relax as our Experts create a vision of what’s possible in your clients’ minds and then guide them toward a decision that’s right for them. Business succession planning, executive benefits, estate tax funding, premium finance, Asset-Based LTC and other niche markets the super easy way!
