Agent Tools


Welcome to the CBPI Agent Toolbox, where you can find all of the resources you need to maximize your insurance sales by spending more time with clients and less time comparing quotes and completing contracting paperwork.

Run multiple quotes for your clients in real-time, in multiple formats, wherever you have an internet connection, on your phone, tablet, or laptop. Quote multiple lines efficiently to protect more of your clients’ risks.

Contract with multiple carriers Carriers and eliminate duplicate entries using our SureLC contracting platform.*

Since 1995, Custom Benefit Plans’ focus has been to Help Agents Grow Their Business. Our dedication to understanding the ever changing markets helps agents navigate through the turmoil using better tools, better marketing, and better ideas.

Being successful in your market takes a combination of support, technology, and knowledge. Custom Benefit Plans is dedicated to your success by investing significant time, effort, and energy to providing you with the tools to provide you with more time to build relationships with your clients.

Separate yourself from the competition by partnering with Custom Benefit Plans!

Not all Carriers are available on Sure LC. Contact for more information and questions about the carriers with whom you’re looking to contract.