YOUR ANCILLARY BENEFITS PARTNER!
HELPING AGENTS SERVE THEIR GROUP AND INDIVIDUAL CLIENTS SINCE 1998
GREAT CARRIERS
We’ve selected the top carriers that specialize in serving small groups and individual markets.
DIGITAL TOOLS
Maximize the efficiency of your communication with automated email marketing.
QUOTING
Request a quote online. Quote groups from 2-99 lives.
ENROLLMENT
A streamlined workflow and automatic ancillary cross-selling makes you more profitable.
GREAT CARRIERS FOR BOTH SMALL GROUPS & INDIVIDUALS
There are many great insurance carriers out there; it’s just that some are better for small groups than others!
That’s why cbg meticulously curates a collections of carriers that makes it easier for you to quote and enroll on the group side as well as seamlessly close and service customers on the individual side.
When combined with spot-on Agent Support, we’re confident that cbg is the distributor-partner that you’ve been seeking. Learn More
CARRIERS
DIGITAL TOOLS MAXIMIZE YOUR EFFICIENCY
Let’s face it—you’re life as an agent is non-stop and it’s easy to let client communications slide. Allow us to assist by offering marketing material, online enrollment, and an online platform to market, manage, and sell A+ rated benefits.
cbg | CONFIDENT has developed customer relationship management and marketing automations that help you build deals fast, move them forward, and better manage them once there sold. This is a special service that we offer to any of our agents. There is little to no cost. Contact us for more information.
If you really want to maximize your income potential, then it’s essential that you have your “digital act” together. We’ve taken the mystery out of this for our agents so that you can make more money, while providing better customer service.