We’ve selected the top carriers that specialize in serving small groups and individual markets.
Maximize the efficiency of your communication with automated email marketing.
Quote groups from 2-99 lives. We’ll do the first one for you—then you can use our system!
A streamlined workflow and automatic ancillary cross-selling makes you more profitable.
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 you spot-on Agent Support, we’re confident that cbg is the distributor-partner that you’ve been seeking. Learn More
Let’s face it—you’re life as an agent is non-stop and it’s easy to let client communications slide. This leads to high client falloff, and decreased client satisfaction.
That’s why at cbg | CONFIDENT, we’ve 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 at an extremely affordable price for all agents that quote our policies.
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.
When you first register to quote, we’ll run your first few quotes for you. Once you sell a policy, however, you’ll get access to our state-of-the-art quoting engine, which you can use to quickly build your own quotes with multiple carriers and multiple variations without having to do an ounce of the work yourself. When you’re done, professional quotes are generated as .PDF to either print or send.
REGISTER TO QUOTE
Click on the orange button below and fill out our simple form.
ENTER GROUP INFO
Enter the basics and run multiple quote variations without re-entering any information!
SAVE PDF & SEND
Our neat and professional quote documents are both quick and enhance your professional image.
GET APPOINTED & CLOSE
When your client green-lights a quote, just mark it as sold and we’ll send you your appointment forms.
The bottom line in the health insurance and benefits sales business is that the bottom line has changed. As a result, you’ve never had to work harder to make your numbers than ever before. Want to overcome those challenges?
Online enrollment is your secret weapon to keep the cost of setting up new groups low and the revenues generated by each group high.
Our platform lets you leave behind the hassle of making costly trips to client sites, managing loads of data entry, and wasting energy explaining the “ins and outs” of various benefits. Our platform takes care of everything so that you can concentrate on building stronger relationships with more clients than you ever thought you could manage. Learn More
