What sets us apart from the rest?

For over 40 years, CPI Insurance Partners has focused on delivering expert insurance solutions and building relationships with our advisors and their clients.  These trusted partnerships have been the foundation of our success.  Unlike many of our competitors we are not simply a source for products, we put your client relationship first.

CPI Insurance Partners was originally founded as Comprehensive Planning, Inc. in 1981 by Edward E. Archey Jr., CLU, ChFC and Deborah J. Gilder, CLU. They transformed a Transamerica branch agency into a multi-carrier brokerage agency that exceled in solutions-based planning. Now in the second generation, CPI Insurance Partners is dedicated to supporting our advisors and providing superior service.

Sales

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

Advanced Case Design

Leveraging our talented team of experts, we study each situation thoroughly to ensure our advisors have the perfect solution for their clients. Our specialties include estate planning, policy review, business planning, wealth transfer, pension maximization, retirement planning and premium financing.

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.

Underwriting Expertise

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.

Technology

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

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