TOBA

Professional Benefits Planning

CBW Benefits Solutions



People

Our people make the difference.  CBW provides service from start to finish, continuing throughout the year. Our staff brings years of experience to their positions and are all properly licensed. Our number one goal is to help you succeed.

Knowledge

CBW has the staff to specialize in each area of employee benefits. As a result, you don't need a big staff and the affiliated expenses to provide the knowledge and service your clients deserve. In addition, we'll stay updated with the market trends and ever-changing legislation, distributing this information to you.
We have a very close relationship with all of our carriers, so we are able to provide you with current underwriting requirements for each plan, including advice on which carrier might be "just right" for your client.

Service For You and Your Client

CBW is a full-service agency offering service beginning with the quote and continuing through renewal.

Services

Individual Services:
Web-based Quoting System or personal quote assistance
• Underwriting Assistance / Application Status Updates
• Ongoing Customer Service
• Health, Dental, Vision, Short-Term Medical and Medicare Products
Medicare Services:
• Medicare Advantage, Part D and Medicare Supplements
• Our proprietary Medicare quoting engine, giving you the ability to compare and contrast MAPD and Medicare supplement products in Arizona.
• Our library of compliant Medicare marketing resources.
• Marketing resources and personal assistance for educational and sales events.
• Medicare Advantage, Part D, and Medicare Supplement plans from top carriers in the Arizona marketplace.
• A full lineup of ancillary products to complement your existing senior market portfolio, including dental, vision, and final expense products.
• True “one-stop” service for all your senior products – no more batch sheets, bounced faxes, or time wasted trying to request status or audit commissions from different insurance carriers.
Group Services:
• Sales and Consulting Expertise available to assist you
• After-sale service and employer visits at your discretion
• Quoting and expediting groups through underwriting
• Group Medical, Dental, Vision, Life, Short-Term Disability & Long-Term Disability
• Also available: COBRA Administration; Human Resource Websites
• Comprehensive Benefit Statements, etc.


Services
The Odyssey Business Advisory

1. Read our Ideal Client Profile
2. Contact Us Today to Discuss Your Needs



Services | Financial Planning | Business Tax Planning | Business Process Efficiency | Professional Benefits Planning | Our Ideal Clients | Case Studies | Business Challenges for the Entrepreneur | Simple Asset Protection Techniques in Arizona | Financial Planning, Wealth Creation and Accumulation | Resources | Media Room | Fola Odejimi, The Odyssey Group | Bayo Ogundele, Adams & Ogundele, CPA's, PLLC | CEWilson Consulting, LLC Chrystal Richardson | Chris Westerman, CBW Benefits Solutions | Download Our Brochure | Schedule a Complimentary Session