Partnering with Financial Professionals to Deliver Industry-Leading Life, Annuity, Disability & Long-Term Care Solutions

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 The Policy Beneficiaries Protected?
• Are You Missing Sales Opportunities With Your Existing Clients?
• High Cholesterol? Run The Underwriting Play
• Expand Your Business By Pursuing This Key Target Market
• You’re Invited To A Special Disability Income Event 🫵 Sept 29th

Life Insurance Products by SRS Inc.

CPS Special Risk Services (SRS Inc.) is a full-service IMO/BGA, supporting independent financial professionals with life, annuity, disability income, and long-term care solutions from 60+ carrier partners. We handle the day-to-day business you place every week — and when a case gets complicated, our impaired risk underwriting expertise is what finds the carrier that says yes. Same team, same point of contact, whether the case is routine or one everyone else already declined.

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.