Comprehensive resources, exceptional back office service.
What we offer
With CPS Horizon, you get the resources of a large BGA with one-on-one, white glove service. Our team members know you and your case details, your clients’ circumstances and their underwriting status. We are dedicated to your success and the growth of your business and our seasoned professionals bring respect, integrity, and caring to every transaction. At CPS Horizon, you won’t bounce from department to department looking for answers.
Experience the advantage of a small team BGA with the resources, technology, industry relationships, and commitment to move your case from application to placement. We specialize in life insurance, annuities, long-term care, and disability income, providing client-appropriate insurance solutions for every case.
Apps & Forms
At your fingertips, access new business and policy holder services forms organized by carrier, state of issuance and product type.
e-Applications
Streamlined application options save you valuable time. Select from iGo, drop-ticket, fully underwritten, simplified and accelerated underwriting platforms.
Case Details
Get real-time visibility on the status of your cases. View pending case data, licensing, contracting and commission data and display the full book of submitted and placed business.
Contracting
Everything you need to know about the contracting process including: basic contracting requirements, how to get contracted, e-contracting with SureLC, and a downloadable contracting kit for new and existing CPS producers.
Quotes
Quote all of your favorite insurance products with a click of the mouse using iPipeline and WinFlex Web online quoting solutions. In seconds, receive a response from top carriers.
Underwriting
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.
Solutions
ANNUITIES. We are on top of the industry, supplying not only a comprehensive, diverse portfolio of annuities but also the best in market support services.
LIFE INSURANCE. We have a passion for sound long-term financial planning. We continuously research and evaluate the best products the industry provides. We help you offer your clients options to suit their needs.
LONG TERM CARE. We constantly analyze trends in the industry to provide you and your clients with the most innovative and complete services available.
DISABILITY INCOME. We offer a wide range of disability income products, and we understand the complexities of this specialized segment.
NICHE AND SPECIALTY PRODUCTS: In addition to these core product segments, CPS Horizon has expertise and product offerings for many niche and specialty products.
VISIT OUR PRODUCTS & SERVICES MENU TO LEARN MORE
Our focus is on serving advisors, partner with us.
Count on us for superior service, quality products, excellent commission and a personalized approach.
(414) 427-8660
vinny@cpshorizon.com
