Services & Tools

Apps  – Paper & Forms

Access new business and policy holder services forms organized by carrier, state of issuance and product type.

Access Paper Apps & Forms ➲

Contracting

Everything you need to know about the contracting process including: basic contracting requirements, how to get contracted, and downloadable contracting kit for new and existing CPS producers.

Get Contracted ➲

Winflex Web

Winflex Web provides a standard user interface for a number of carriers’ software. If you are a first time user, please review the New User section of Winflex Web before you begin

Winflex Web ➲

Apps – Drop Tickets

Some of our core carriers have developed paperless quick app programs that streamline the application process saving you valuable time.

Access Apps – Drop Tickets ➲

Online Quoting

Quote all of your favorite insurance products with a click of the mouse using Ipipeline online quoting solutions. In seconds receive a response from top carriers.

Online Quoting Suite ➲

Underwriting

Our underwriting and business management professionals are experts in their fields with current CLU, ChFC and LOMA designations. We are committed to providing dedicated attention and support for all your business needs.

Learn More ➲

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