Insights

Strong Industry Experience With over 40 years of expertise in insurance solutions and a focus on relationship-building with advisors and clients, CPI Insurance Partners demonstrates a well-established presence in the insurance brokerage sector, making it a trusted partner for innovative insurance products.

Advisor-Centric Approach The company's commitment to prioritizing client relationships over product sales positions it as an ideal collaborator for firms seeking to enhance personalized service offerings and strengthen their advisory channels.

Financial Stability Generating an estimated revenue between $50 million and $100 million, CPI Insurance Partners shows solid financial health, which suggests capacity for scaling partnerships or expanding service portfolios with complementary firms.

Technology Adoption Utilizing modern digital tools such as JSON-LD, reCAPTCHA, and HTTP/3, the company emphasizes embracing technology for efficient service delivery, presenting an opportunity to collaborate on innovative digital insurance solutions.

Market Differentiator Compared to larger competitors with thousands of employees, CPI’s more personalized, relationship-focused model can serve as an attractive option for advisors and clients seeking tailored and trusted insurance services, opening avenues for niche or personalized product offerings.

CPI Insurance Partners Tech Stack

CPI Insurance Partners uses 8 technology products and services including Google Hosted Libraries, oEmbed, Google Fonts API, and more. Explore CPI Insurance Partners's tech stack below.

  • Google Hosted Libraries
    Content Delivery Network
  • oEmbed
    Dev Tools
  • Google Fonts API
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • reCAPTCHA
    Security
  • HTTP/3
    Web & Portal Technology
  • bxSlider
    Web Tools And Plugins

Media & News

CPI Insurance Partners's Email Address Formats

CPI Insurance Partners uses at least 2 format(s):
CPI Insurance Partners Email FormatsExamplePercentage
LastF@compreplan.comDoeJ@compreplan.com
57%
First@compreplan.comJohn@compreplan.com
30%
Last@compreplan.comDoe@compreplan.com
4%
FLast@compreplan.comJDoe@compreplan.com
5%
FirstL@compreplan.comJohnD@compreplan.com
4%

Frequently Asked Questions

What is CPI Insurance Partners's phone number?

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You can contact CPI Insurance Partners's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CPI Insurance Partners's official website and social media links?

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CPI Insurance Partners's official website is cpi-partners.com and has social profiles on LinkedIn.

What is CPI Insurance Partners's SIC code NAICS code?

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CPI Insurance Partners's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does CPI Insurance Partners have currently?

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As of December 2025, CPI Insurance Partners has approximately 13 employees across 1 continents, including North America. Key team members include Chief Executive Officer: E. A.President: D. A.President: S. W.. Explore CPI Insurance Partners's employee directory with LeadIQ.

What industry does CPI Insurance Partners belong to?

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CPI Insurance Partners operates in the Insurance industry.

What technology does CPI Insurance Partners use?

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CPI Insurance Partners's tech stack includes Google Hosted LibrariesoEmbedGoogle Fonts APIJSON-LDjQuery MigratereCAPTCHAHTTP/3bxSlider.

What is CPI Insurance Partners's email format?

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CPI Insurance Partners's email format typically follows the pattern of LastF@compreplan.com. Find more CPI Insurance Partners email formats with LeadIQ.

When was CPI Insurance Partners founded?

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CPI Insurance Partners was founded in 1981.

CPI Insurance Partners

InsuranceMichigan, United States11-50 Employees

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.

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1981
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    CPI Insurance Partners's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    CPI Insurance Partners's revenue is estimated to be in the range of $50M$100M

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