Winflex Web provides a standard user interface for a number of carriers’ software. If you are a first time user, please review the New User section of text below before you begin.
Winflex Web Registered Users
New Winflex Web Users
A. Review System Requirements to verify minimum computer operating requirements.
You will need:
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- Latest version of your browser (Internet Explorer, Google Chrome, Mozilla Firefox, Safari, ect.)
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- Java™ Plug-In (minimum version required is v1.3.1)
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- Latest version of Adobe Acrobat Reader
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- Plenty of RAM (we recommend 128MB of RAM)
B. Get approval from CPS by registering on the Winflex Web registration page. For a list of participating carriers see our Carrier Releases.
C. On the WinFlex Web Login Page, enter your User Name and Password and click the Login button.
D. First-time users will be detected and the Java™ plug-in needed for WinFlex Web will download automatically. This one-time step will take 10-15 minutes depending on the speed of your Internet Connection. You can check to see if you have the latest Java plug-in by going to: http://www.java.com/en/download/installed.jsp
E. The WinFlex Web application will also download automatically and will start up once finished. All approved companies will show on your company list. This step will take approximately 5 minutes depending on the speed of your Internet Connection.
Strategic Carrier Providers
Testimonials
Here’s what just some of our clients have said
I have been meaning to relay my gratitude to you for all the help and guidance that you have been providing along with the continued good handling of issues as they arise around the several 401k client plans we have been working on together. Your insight, mastery, and professionalism have made things a delight. Thank you for all the help! My processes and approach have been enriched because of your guidance and subject matter expertise. And for that, I am enriched professionally and personally. May I someday be able to pay it forward.
John Walsh — Columbus, Ohio
The Annuity Team at CPS is best in class! The knowledge and know-how they possess is far superior than any other firm I have worked with. I very much appreciate the support they provide me.
Kayoko Nihei
We partnered with CPS in 2014 and not only has it been pleasant but also an extremely educational experience. They are key to our agency and have the tools necessary to meet the needs of our clients. Their team is exceedingly knowledgeable and will give you step by step guidance on completing applications, quoting, and electing the right carrier for your clients. They have been a game changer for our agency and we look forward to continuing our business relationship with them for years to come.
Adam Beach, President of Beach Financial Group
CPS is superb to work with. We appreciate their prompt responses, attention to detail, and expertise from running illustrations to finalizing a policy. Customer services at its finest! We have found CPS to be a “5 Star” rating and highly recommend working with CPS.