Apps & Forms

Access new business and policy holder services forms organized by carrier, state of issuance and product type.

eApplications

Streamlined application options to save you valuable time. Select from iGo, drop-ticket, fully underwritten, simplified and accelerated underwriting platforms.

My Business Portal

Real-time visibility on the status of your cases. View pending case data, licensing, contracting, and display the full book of submitted and placed business.

Contracting

Everything you need to know about the contracting process including: basic contracting requirements, how to get contracted, and downloadable contracting kit for new and existing CPS producers.

Annuity Hotpicks

We offer you competitive Fixed, Equity Indexed, or Single Premium Immediate Annuities. Updates are sent out weekly and you can always find current information right here at our website.

Underwriting

The expertise of our staff of underwriters, our established relationships with many of the industry’s top impaired risk carriers, and our substantial production levels assure you the best offer.

Life Quote Software

Quote Life Insurance with a simple click of the mouse using our online quoting solution. In seconds receive a response from top carriers.

Quote Requests

Need us to run a quote for you? Simply send us a quote request, and we will handle the rest.

CPS / Special Risk Services News

• Are You Interested In A Guaranteed 5.82% Return On Investment?
• CALIFORNIA LICENSEES / NEW LIFE, ANNUITY TRAINING REQUIREMENTS EFFECTIVE JANUARY 1, 2025
• Uncovering Sales Opportunities And Limiting Liability Exposures Through Trust Owned Policy Reviews
• Help Your Client Retire On-Time Using Indexed UL
• Executive Underwriting – No Exams, No Labs

Life Insurance Products by SRS Inc.

At Special Risk Services, we are committed to providing industry leading life insurance products, service and support through exceptional people. We stay current with today’s changing products, trends and regulations, providing the latest insurance information through our highly trained experts, available to support and assist you with services to build your business. Our life insurance products include impaired risk life insurance, annuities, LTC, disability insurance and other insurance-based solutions.

Special Risk Services knows that our success is determined by our agents and client’s success.  This knowledge is used to your advantage by providing you with industry leading care and support.

Contact us today and join our team.