Agent tools
Run life insurance quotes
Run term, final expense and permanent life quotes for your clients with the same quoting software we use. Prefer us to do it? We are always happy to run quotes and illustrations for our agents.
In short: agents can run life insurance quotes for their clients right here: term quotes and e-applications in iPipeline Term Quotes, final expense quotes in the Final Expense Quote Engine, and full permanent life illustrations in WinFlexWeb. If you would rather we run it, the SRS team will prepare the quotes or illustration for you.
Quoting software
Pick the tool for the case
Term quotes
Use Term Quotes (iPipeline) to run term quotes and send applications at the same time.
Final expense
Use the Final Expense Quote Engine and see our full portfolio of final expense products.
Permanent quotes and full illustrations
Use WinFlexWeb to run full illustrations. New users: when you register, sign up under CPS SPECIAL RISK.
FAQ
Quoting questions
Can agents run life insurance quotes directly on the SRS website?
Yes. Agents working with CPS Special Risk Services (SRS Inc.) can run term quotes in iPipeline Term Quotes, final expense quotes in the Final Expense Quote Engine, and full permanent life illustrations in WinFlexWeb, all linked from this page.
Can I send a term application from the quote?
Yes. Term Quotes lets you run term quotes and send applications at the same time.
How do I set up a WinFlexWeb account with SRS?
Use the New user registration link on this page and register under CPS SPECIAL RISK so your account is set up with SRS. Existing users can log in directly.
Will SRS run a quote or illustration for me?
Yes. We are always happy to run quotes and illustrations for our agents. Submit a life quote request or call 303-309-3471.
We can run it for you
Prefer us to run the quote?
Send us the case and the SRS team will run the quotes or illustration for you.
Not contracted with SRS yet? Get contracted.