Apps – Paper & Forms
Access new business and policy holder services forms organized by carrier, state of issuance and product type.
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.
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
Apps – Drop Tickets
Some of our core carriers have developed paperless quick app programs that streamline the application process saving you valuable time.
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.
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.