Life

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.

First time user? Click here for instructions on how to register.

 

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.

 

We offer the following underwriting resources and programs:

 

Simplified App Process – CBP

Simplified electronic applications are a great way to submit new applications. They require less paperwork and less time waiting for the mail, which allows you to be more productive. Click the logo below to begin the simplified electronic application process for that carrier.

 

New users should click on these very helpful links before starting the process.

Click here for a data gathering tool that will ensure you have all the data you need from your client.

Click here for a summary of the underwriting sweet spots for the carriers below.

Carrier List

Please CLICK HERE to view a full list of Carriers we represent

Access Denied

Please register or login to take advantage of the valuable support we provide to help you build your business.

Registration allows you access to the following benefits!

  • 24/7 Access
  • Run Quotes
  • Download and Print Forms
  • Marketing Materials
  • Advanced Sales Concepts
  • Licensing/Contracting Information
  • Underwriting Information
  • Up to the minute Case Status
  • Advisor Resources
  • AND more!