Essentials of Doing Business With CBS
Resources By Carrier
Underwriting Reference Material
Underwriting Guides & Cheat Sheets
Once you’ve decided to work with us you’ll just need to do a few things to get going.
• Read and sign our Advisor Agreement then email or fax it to us.
• To get quotes, run full compliance illustrations, find/request forms, and submit e-apps visit our New Business section.
• Get appointed for the carrier(s) you will be using imminently.
•To shop a case that is likely to be declined or heavily rated use CaseFinder.
Have questions? Contact us at:
8:30am to 5pm Central, Monday through Friday