This tool works best for FFM/ states, for states with state exchanges please contact us for details.

“In working with agents in the individual and family segment, it’s essential to understand not only the impact of price on the client, but the other motivations that may affect the selection of coverage. Our team helps agents look beyond the surface to help clients choose the most advantageous products for their situation.”

Joe Covell

We develop comprehensive strategies for individual and family health policy sales

Long-range thinking, consistent processes, and innovative solutions.

Top agents choose Custom Benefit Plans for many reasons—a desire for more and better service, a need to balance strong growth with increasingly robust product lines, or to expand their reach to an even wider universe of clients and prospects. Our platform can help you sell more individual and family medical and dental policies by providing:

We can also help you capitalize on the latest products and consumer trends, keep up with new regulations, and expand and maximize the potential of your prospecting and marketing.

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How can we help you?

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Learn what Custom Benefit Plans can do for your business.