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Apps & Forms

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

Apply

Streamlined application options to save you valuable time. Select from iGo, drop-ticket, fully underwritten, simplified and accelerated underwriting platforms.

My Cases - DataView

Real-time visibility on the status of your cases. View pending case data, licensing, contracting and commission data and display the full book of submitted and placed business.

Quick Quote Questionnaires

When you have any reason to believe your client may not qualify for Preferred rates, completing a Quick Quote Questionnaire will enable you to intelligently question your client and develop information that an underwriter needs to evaluate your case. 

Quote

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

Underwriting

The expertise of our staff of underwriters, our established relationships with many of the industry’s top impaired risk carriers, and our substantial production levels assure you the best offer.

Latest News

RSS Top News – CPS Integrated Marketing News

  • Comparing Apples To Oranges? Almost! August 16, 2022
    Although qualified plans and universal life policies are fruits of a different color, they still look a lot alike when used to provide funds for retirement.
    Tom Virkler
  • Is It Time To Upgrade Your Client’s Life Policy? August 15, 2022
    A policy review may uncover that the existing amount of coverage is no longer reflective of their true need and/or that there's opportunity to enhance their coverage via the inclusion of living benefits.
    CPS Insurance Services

Welcome

Welcome to CPS/Integrated Marketing & Insurance Services

Wouldn’t it be remarkable if you could do business with a partner who responds with a sense of urgency, a general agency who understands and appreciates your business, a staff that is courteous, responsive and actively trying to help? At CPS/Integrated Marketing, you will experience all this and more, all while getting the top products, compensation and service you deserve. If you are not working with CPS/Integrated Marketing, isn’t it time you find out what we are all about?

Many successful advisors rely on us to find and deliver the best solutions for Life Insurance, Annuities, Long Term Care, and Disability Insurance.

Strategic Carrier Providers

Contact Us

San Diego: Phone 800-776-4647 | Fax 858-535-0560
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