Who We Work With
Independent agents, licensed health brokers, new producers, experienced agents, agency owners, Medicare and ACA agents, and professionals seeking to expand into additional products.
CR Broker Services supports licensed insurance brokers and agents with professional guidance, resources and organized assistance for a stronger insurance business.
Professional Support. Strong Relationships. Sustainable Growth.
We work with licensed brokers and agents who may need help navigating operational, contracting, compliance, training and client-service responsibilities. Our goal is to help professionals spend more time serving clients and building relationships.
Independent agents, licensed health brokers, new producers, experienced agents, agency owners, Medicare and ACA agents, and professionals seeking to expand into additional products.
Clearer direction for onboarding, carrier processes, certifications, cases, client service and administrative questions.
Professional English and Spanish support for brokers serving diverse Florida communities.
Profile setup, license and NPN verification, documentation, product-interest review, certifications, compliance acknowledgments and portal-access guidance.
Guidance with carrier contracting, appointment requests, status follow-up, required documents, portals, certifications and ready-to-sell requirements.
Organization of license status, renewal reminders, lines of authority, annual certifications, Medicare and Marketplace registration, and continuing education reminders.
Approved education involving products, enrollment periods, client needs, ethical sales practices, documentation, required disclaimers and recordkeeping expectations.
Guidance with product questions, enrollment procedures, documentation, application follow-up, renewals, carrier escalation and general case troubleshooting.
An organized contact for schedule information, statement questions, missing-payment research, broker-of-record questions and issue escalation.
Where approved and available: templates, educational material, client resources, quote tools, compliant content and business-development guidance.
Operational guidance, regular updates, training opportunities, renewal support, compliance reminders and business-development resources.
Tell us about your licenses, experience, markets and professional goals.
We review licensing, NPN, lines of authority, certifications and available options.
Approved candidates complete applicable agreements, contracting and compliance documentation.
Receive the tools, contacts, training and guidance applicable to the relationship.
Work with available products and receive ongoing support under written agreements.
Connect with CR Broker Services to learn about available professional relationships and resources. Do not submit SSN, FEIN, banking information, credentials or sensitive documents through this form.
CR Broker Services LLC
848 Brickell Avenue, PH-5, Miami, FL 33131
(305) 320-2934 · info@crbrokerservices.com
Monday–Friday, 9:00 AM–6:00 PM Eastern Time