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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

  • Approaching LTCI For Couples With No Children March 23, 2023
    Although couples may face the same long-term care risk as families with children, their situation may create a different set of challenges.
    LTC Sales
  • 3 Ways To Get Your Clients Medical Bills Covered March 22, 2023
    Clients considering an Income Protection policy now have the option to add additional protection which can provide additional protection to cover medical expenses for minimal or no cost at all.
    Thomas Nicols
More News

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

AIG
Allianz
Banner
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John Hancock
Lafayette-Life-Insurance
Lincoln
Mass-mutual-logo
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North American Button
New York Life
Principal
Protective-logo
Prudential
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Symetra
Transamerica
United-of-Omaha
Zurich

Contact Us

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