Longstanding Expertise CBS Brokerage combines deep life, annuities, LTC and secondary products knowledge with senior leadership experience, presenting a compelling value proposition for partnerships with financial providers seeking creative insurance solutions.

Mid-market Focus With a team size of 11-50 and revenue in the 10M-25M range, CBS Brokerage sits in a mid-market niche that may be more receptive to growth-focused insurance solution sales and scalable technology deployments than large incumbents.

Technical Stack Utilizes platforms such as iCIMS, WordPress, Shopify, and Piwik PRO Core, indicating openness to digital onboarding, e-commerce style client experiences, and data-driven marketing—opportunities to offer CRM, marketing automation, and analytics enhancements.

Growth Readiness Recent expansion signals and a strong revenue footprint suggest CBS Brokerage could be a candidate for partnerships around product distribution expansion, provider network optimization, or enhanced back-office automation to support scaling.

Competitive Landscape Operating in an environment with large industry peers implies a need for differentiated service models, technology-enabled client engagement, and cost-efficient processes that can be addressed with targeted solutions in efficiency, compliance, and client experience.