Strong market position CPS Insurance Services is a leading independent marketer of life, annuities, disability income, long term care and employer benefits products with four decades of established relationships, presenting a solid platform for cross-sell into affiliated financial and insurance professionals.

Scale and reach With an employee base of 51-200 and revenue in the 1B to 10B range, CPS demonstrates significant market presence and capabilities to support large carrier partnerships and multi-product campaigns that can be expanded to new distribution channels.

Tech-enabled outreach Utilizes a modern tech stack including HubSpot, Intercom, AdRoll, Heap, Webflow and WordPress, indicating strong digital marketing and CRM capabilities ideal for targeted seller outreach, lead nurturing and efficiency gains in sales motions.

Carrier partnership potential Recent activity highlights partnerships with top carriers for employee assistance programs and a redesigned web presence, suggesting opportunities to upsell CPS services to carriers seeking distribution through a proven independent marketing partner.

Value-driven selling CPS emphasizes values-based service and relationship-driven enablement for affiliates and clients, presenting a compelling story for solutions that enhance affiliate performance, client retention, and long-term revenue stability for agencies and broker networks.