Insights

Acquisition Opportunity CBSI is now part of Alera Group, presenting a potential cross-sell opportunity to access Alera Group’s broader client base and leverage the combined expertise in employee benefits and insurance offerings.

SMB Focus With a small team (2-10 employees) and revenue in the lower mid-range, CBSI targets small to mid-market clients where tailored, cost-conscious benefits packages can drive standout retention.

Tech Enablement Current tech stack includes cloud, CMS, and marketing tools (AWS, Acquia, Drupal, WordPress). This indicates readiness for digital benefits platforms, self-service enrollment, and scalable benefits administration.

Growth Lever Revenue range of 10-25 million presents upsell potential to existing benefits administration services, such as advanced analytics, wellness programs, currently underutilized strategic consulting, and wealth management add-ons via Alera network.

Competitive Position As a niche player in employee benefits within a competitive landscape dominated by large firms, CBSI offers a foothold for targeted expansion into mid-market segments seeking personalized solutions and strong customer service.

Similar companies to Customized Benefit Solutions, Inc.

Customized Benefit Solutions, Inc. Tech Stack

Customized Benefit Solutions, Inc. uses 8 technology products and services including Amazon Web Services, jsDelivr, Drupal, and more. Explore Customized Benefit Solutions, Inc.'s tech stack below.

  • Cloud Hosting
  • jsDelivr
    Content Delivery Network
  • Content Management System
  • RSS
    Content Management System
  • Content Management System
  • Slider Revolution
    Miscellaneous
  • Acquia Cloud Platform
    Platform As A Service
  • ShareThis
    Widgets

Customized Benefit Solutions, Inc.'s Email Address Formats

Customized Benefit Solutions, Inc. uses at least 4 email formats:
Customized Benefit Solutions, Inc. Email FormatsExamplePercentage
First@cbsibenefits.comJohn@cbsibenefits.com
57%
FirstLast@cbsibenefits.comJohnDoe@cbsibenefits.com
29%
First.Last@cbsibenefits.comJohn.Doe@cbsibenefits.com
7%
FLast@cbsibenefits.comJDoe@cbsibenefits.com
7%

Frequently Asked Questions

What is Customized Benefit Solutions, Inc.'s phone number?

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You can contact Customized Benefit Solutions, Inc.'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 Customized Benefit Solutions, Inc.'s official website and social media links?

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Customized Benefit Solutions, Inc.'s official website is cbsibenefits.com and has social profiles on LinkedIn.

How much revenue does Customized Benefit Solutions, Inc. generate?

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As of July 2026, Customized Benefit Solutions, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Customized Benefit Solutions, Inc.'s SIC code and NAICS code?

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Customized Benefit Solutions, Inc.'s SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Customized Benefit Solutions, Inc. have currently?

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As of July 2026, Customized Benefit Solutions, Inc. has approximately 9 employees across 1 continents, including North America. Key team members include Director Of Administration: S. S. and Principal: V. S. Explore Customized Benefit Solutions, Inc.'s employee directory with LeadIQ.

What industry does Customized Benefit Solutions, Inc. belong to?

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Customized Benefit Solutions, Inc. operates in the Insurance industry.

What technology does Customized Benefit Solutions, Inc. use?

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Customized Benefit Solutions, Inc.'s tech stack includes Amazon Web Services, jsDelivr, Drupal, RSS, WordPress, Slider Revolution, Acquia Cloud Platform and ShareThis.

What is Customized Benefit Solutions, Inc.'s email format?

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Customized Benefit Solutions, Inc.'s email format typically follows the pattern of First@cbsibenefits.com. Find more Customized Benefit Solutions, Inc. email formats with LeadIQ.

When was Customized Benefit Solutions, Inc. founded?

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Customized Benefit Solutions, Inc. was founded in 1998.
Customized Benefit Solutions, Inc. logo

Customized Benefit Solutions, Inc.

InsuranceNew Jersey, United States2-10 Employees

CBSI is an employee benefits and insurance firm based in Hightstown, New Jersey, operating within the insurance industry. It designs customized benefit packages that fit each client's budget and needs, with the aim of helping companies attract and retain employees. The firm emphasizes tailored solutions for businesses seeking to support their workforce while considering financial constraints.

In 2021, CBSI was acquired by Alera Group, integrating it into a national network of insurance and wealth management firms. This placement situates CBSI within a broader market offering employee benefits and related services.

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1998
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Customized Benefit Solutions, Inc.'s revenue is estimated to be in the range of $10M - $25M

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