“Custom Benefit Plans helps agents offer life insurance strategies to individuals, families, and businesses and membership organizations. This multifaceted approach allows agents to provide insights and perspective that would be hard to find in any other single insurance brokerage.

Jeff Kushner

We offer a different way to look at life insurance sales

Ideas, innovation, and specialized strategies.

Custom Benefit serves a select cadre of top producing life insurance agents. We offer differentiated support tailored to those agents seeking a higher level of revenue and client retention.

Our sophisticated policy research, comparison, and case management capabilities provide insights and strengths that add value to your practice. We stay focused on best ways to help you write more business, keep up with new products and trends, and cross-sell to deepen your client relationships and gain additional income.

What you can expect

Our culture is focused on helping you drive high-quality production, not just raw numbers. You’ll be able to go beyond canned products and cookie-cutter coverage models to offer clients customized strategies and uncompromising service. Better production means you’ll supercharge your earnings with generous commissions and bonuses. Add it all up and you get a superior level of support that offers a clear point of difference from other life insurance brokers.

Given the distinct nature of our operations and the high level of personal attention we offer, CBP only takes on those life agents whom we believe we can serve best. Our goal is true practice evolution, providing all the resources you need to pursue your sales objectives.

Learn what Custom Benefit Plans can do for your business.

UNDERWRITING

Expert advice is the cornerstone of our Underwriting Department. Whether the determining factors are medical history, occupation, avocation, or lifestyle, Custom Benefit Plans’ underwriters will provide your clients with the best opportunity for the most competitive offer. We have expertise in impaired risk, extensive knowledge of carrier underwriting tendencies, and best of all, relationships in place that can shave weeks off the process.

Custom Benefit Plans’ underwriters provide personalized service and case support to ensure the underwriting process runs smoothly. In addition, by having a physician on staff, we are uniquely positioned to accurately evaluate your clients’ risk factors and present that history in the most favorable light. Your Long-Term Care business is in good hands with Custom Benefit Plans, Inc.

Quoting, Forms, & Submission

Custom Benefit Plans utilizes various platforms:

  • Vive – Our preferred platform for term quotes and application submissions. Applications are sent directly to the carrier and real time updates are available.  

Click here to access Vive 

  • Life Resource Portal –  Great for quoting term, W.L. & U.L and accessing carrier specific apps and underwriting guides.   Agent contracting is also available. Please note: the Life Resource Portal does not provide fully compliant W.L. & U.L. illustrations.

Click here to access the Life Resource Portal
First time users will need to register

ILLUSTRATION SOFTWARE

In a Brokerage environment, creating life insurance proposals means working with multiple carriers, multiple clients, and multiple illustrations. The last thing you need is multiple software systems.

Instead, introduce yourself to WinFlex Web from EbixExchange Corporation – the illustration system designed to offer agents a single system for multiple carriers, as well as the most popular advanced sales concepts including split dollar, executive compensation, and group carve out.

Please click below to view a full list of Carriers we represent