Doing Business with Us

At Comprehensive Planning, Inc., it all starts with a phone call or an email.  Our Sales Managers, many of whom are principals with our firm, are dedicated, hands on professionals that are committed to the successful collaboration that it takes to sell insurance today.

Our marketing team is available to support your sales opportunity, including more complex cases that require detailed illustrations and competitive carrier/product comparison.

Advanced Sales
Our team – including CFPs, ChFCs, and CLUs – has over 75 years of collective industry experience and is poised to help you design and build competitive solutions for your complex cases.

Proprietary Programs
Our proprietary Drop Ticket pre-application submission platform is one of the easiest and fastest in the industry.  We built this process from the ground up with ease of doing business in mind.

Comprehensive Back Office Support
We offer processing support for your cases from start to finish.  Our technology platforms allow for online contracting with our carriers as well as online case status 24/7.

Impaired Risk Underwriting
Our underwriting team is committed to delivering the best possible outcome for your client.  Several of our team have obtained advanced educational certification in the medical underwriting field.  We have AALUs, ALMIs, and ACSs on staff, reviewing your tough to place cases.

We have invested considerable resources into the ongoing development of platforms and tools to help you sell and to help you process your business.  As a producer affiliated with our firm you will have access to industry leading resources

Contact us today to get started