CPI Companies
CPI Companies is a Voorhees, NJ-based life insurance brokerage and virtual back-office platform that supports independent agents, RIAs, broker-dealers, and professional advisors with proprietary underwriting tools and access to 40+ insurance carriers across life, annuity, disability, LTC, and life settlement products.
- Company typePrivate
- Founded1991
- HeadquartersVoorhees, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What CPI Companies does
CPI Companies is a privately held life insurance brokerage and virtual back-office platform headquartered in Voorhees, New Jersey. Founded in 1991 and led by partners Ron Sussman (President & CEO), Tricia Pilone (President – Insurance Services), and Anthony P. Giannone (Partner, Sales Manager – Life Brokerage), the firm operates a B2B2C distribution model that provides independent life insurance agents, Registered Investment Advisors (RIAs), broker-dealers, and professional advisors with back-office support, underwriting expertise, and access to a shelf of 40+ insurance carriers across life, annuity, disability, long-term care, and life settlement products.
The company's product portfolio is organized around five core market segments — Life Insurance & Estate Planning, Annuities & Income Planning, Disability Insurance, Long Term Care, and Life Settlements — and is supported by proprietary workflow tools including Accu-App™ (streamlined full-underwriting application processing with DocuSign), Pro-Quote™ (field underwriting screening with probable-carrier response indication), Abbott's Analytics (sales analysis and strategy), Quick-Quotes, iGO (quick-issue application submission), and the IDA Carrier Matrix (real-time underwriting guides). A registered Producer Dashboard member portal provides producers with sales tools, calculators, annuity rates, and case-design support. Strategic relationships with Insurance Designers of America and Simplicity Investments / TLG Advisors extend the offering to include disability income from top providers and securities and investment advisory services.
CPI Companies earns transaction-based revenue in the form of insurance commissions from its carrier partners; pricing is not disclosed publicly and is not charged directly to producers. The firm has approximately 10 employees, operates nationally in the United States, and reports no external investors, holding company ownership, or recent M&A activity. Its go-to-market combines channel-partner distribution (independent agents, RIAs, broker-dealers) with sales-led direct outreach, complemented by content marketing through its website, webinars, and LinkedIn.
CPI Companies firmographics
Firmographics- Name
- CPI Companies
- Legal name
- CPI Companies
- Website
- https://cpicompanies.com
- Company type
- Private
- Founded year
- 1991
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CPI Companies is a Voorhees, NJ-based life insurance brokerage and virtual back-office platform that supports independent agents, RIAs, broker-dealers, and professional advisors with proprietary underwriting tools and access to 40+ insurance carriers across life, annuity, disability, LTC, and life settlement products.
- Ownership category
- akta.pro rank
Where CPI Companies is headquartered
LocationHeadquarters
- HQ city
- Voorhees
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CPI Companies business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Insurance Commission Revenue: CPI Companies earns commissions from insurance carriers for placing life insurance, annuity, disability, long-term care, and life settlement products. The company acts as a wholesale broker providing back-office support to independent agents, with compensation received from carrier partners.
Go-to-market motion2 records
Distribution channels4 records
Marketing channels4 records
CPI Companies product offering
Product offeringCore offering
CPI Companies is a wholesale life insurance brokerage that distributes life insurance, annuities, disability, long-term care, and life settlement products from approximately 40+ carrier partners to independent insurance agents, RIAs, broker-dealers, and professional advisors. The company provides comprehensive back-office support including application processing, field underwriting screening, sales analysis, and policy service as a virtual back-office intermediary between producers and insurance carriers.
Product overview
CPI Companies is a life insurance brokerage and virtual back-office platform serving independent agents, RIAs, broker-dealers, and professional advisors. The company's product portfolio centers on wholesale distribution of financial products—primarily life insurance (term through VUL), annuities, disability, long-term care, and life settlements—supported by a suite of proprietary service tools. Core products are organized around five market segments: Life Insurance & Estate Planning, Annuities & Income Planning, Disability Insurance, Long Term Care, and Life Settlements. These are supported by proprietary underwriting and case-design services including Accu-App™ (streamlined application processing), Pro-Quote™ (field underwriting screening), Abbott's Analytics (advanced sales analysis), and Custom Presentations (branded sales materials). The Producer Dashboard serves as the member portal for accessing these tools and carrier resources. The company also provides access to annuity rate tools and carrier matrix information for its producer network.
Differentiator
Problem solved
Functional benefit
Products and services
- Life Insurance & Estate Planning Wholesale distribution of all life insurance types (term to VUL) including estate planning, executive benefits, succession planning, and wealth accumulation solutions. Designed for independent insurance agents and financial advisors serving their clients' life insurance needs.
- Annuities & Income Planning Fixed, multi-year guarantee, fixed indexed, and immediate annuity products with access to comparison data and volatility index offering expertise. Designed for independent agents and financial advisors serving clients' retirement income and wealth preservation needs.
- Disability Insurance Individual disability income coverage plus business-oriented products including Overhead Expense, Key Person DI, and Disability Buyout coverage. Targeted at independent agents serving both individual professionals and business owners.
- Long Term Care Individual long-term care insurance through National Guardian Life and Mutual of Omaha, plus linked benefit policies with LTC riders for IUL, VUL, and UL products. Serves independent agents and advisors addressing client long-term care planning needs.
- Life Settlements Life settlement market services for clients aged 75 and older with expiring term insurance policies, providing access to all funding sources for competitive auctions. Designed for independent agents seeking to maximize value for clients with lapsing policies.
- Producer Dashboard Registered member portal providing access to sales tools, calculators, annuity rates, carrier matrix information, and back-office support resources for independent agents, RIAs, broker-dealers, and professional advisors.
Companies that use CPI Companies
Customer profileSegments4 records
Ideal customer profiles4 records
CPI Companies technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature8 records
CPI Companies partnerships and signals
Strategic signalPartnerships
43 partnerships are on record, tiered core and minor.
- Insurance Designers of AmericacoreStrategic partnership through association with Insurance Designers of America enabling CPI to support the sale of every type of life insurance product. CPI also represents top DI providers through this partnership for disability income coverage.
- American EquityminorInsurance carrier partner providing annuity products through CPI Companies' distribution network.
- AIG (American General)minorInsurance carrier partner providing life insurance and annuity products.
- American NationalminorInsurance carrier partner for life and annuity products.
- AmericominorInsurance carrier partner for annuity products.
- AmeritasminorInsurance carrier partner for life and annuity products.
- AtheneminorInsurance carrier partner for annuity products.
- Atlantic Coast LifeminorInsurance carrier partner for life insurance products.
- Brighthouse FinancialminorInsurance carrier partner for life insurance products including SmartCare.
- Columbus LifeminorInsurance carrier partner for life insurance products.
- EquitableminorInsurance carrier partner for life insurance and annuity products.
- EquiTrustminorInsurance carrier partner for annuity products.
- Foresters FinancialminorInsurance carrier partner for life insurance products.
- Global AtlanticminorInsurance carrier partner for annuity and life products.
- Great American Insurance GroupminorInsurance carrier partner for life and annuity products.
- GILICOminorInsurance carrier partner for life insurance products.
- Guardian LifeminorInsurance carrier partner for life insurance products.
- Guggenheim LifeminorInsurance carrier partner for life insurance and annuity products.
- John HancockminorInsurance carrier partner for life insurance products.
- Lincoln Financial GroupminorInsurance carrier partner for life insurance and annuity products.
- MassMutualminorInsurance carrier partner for life insurance and annuity products.
- Mutual of OmahaminorInsurance carrier partner for long-term care and other insurance products.
- National Farmers Union LifeminorInsurance carrier partner for life insurance products.
- National Life GroupminorInsurance carrier partner for life insurance products.
- NationwideminorInsurance carrier partner for life insurance products.
- New York LifeminorInsurance carrier partner for life insurance products.
- North American Company for Life and Health InsuranceminorInsurance carrier partner for life insurance products.
- OceanView LifeminorInsurance carrier partner for life insurance products.
- OneAmericaminorInsurance carrier partner for life insurance and annuity products.
- Oxford LifeminorInsurance carrier partner for annuity products.
- Pacific LifeminorInsurance carrier partner for life insurance and annuity products.
- Principal Financial GroupminorInsurance carrier partner for life insurance and annuity products.
- Protective LifeminorInsurance carrier partner for life insurance products.
- PrudentialminorInsurance carrier partner for life insurance products.
- Reliance StandardminorInsurance carrier partner for life insurance products.
- SagicorminorInsurance carrier partner for life insurance products.
- Securian FinancialminorInsurance carrier partner for life insurance products.
- SS&C SILCOminorInsurance carrier partner for life insurance products.
- SymetraminorInsurance carrier partner for annuity products.
- Standard Insurance CompanyminorInsurance carrier partner for life and disability insurance products.
- Upstream LifeminorInsurance carrier partner for life insurance products.
- National Guardian LifeminorInsurance carrier partner for long-term care insurance products, particularly competitive for younger healthier clients.
- Simplicity Investments / TLG AdvisorscoreSecurities and Investment Advisory Services offered through Simplicity Investments (Member FINRA/SIPC) and TLG Advisors, Inc. (Registered Investment Advisor). CPI Companies works with these entities to provide securities and investment advisory services alongside insurance products.
Scale indicators1 record
Recent moves6 records
Expansion highlights5 records
CPI Companies competitors and assessment
Company assessmentBroad incumbents
- AmeriLife: AmeriLife is a large national IMO distributing life, annuity, health, and senior-market products through independent agents. Its broad product portfolio and large distribution network position it as a scaled incumbent adjacent to CPI's niche.
- Integrity Marketing Group: Integrity is one of the largest independent insurance distributors in the US, with significant life insurance, annuity, and senior-market distribution. Its scale, capital base, and aggressive M&A strategy set the competitive benchmark for life wholesalers like CPI.
- National Financial Partners (NFP): NFP is a large diversified insurance broker and consulting firm with substantial life insurance wholesale/distribution capabilities. While broader in scope (P&C, benefits, wealth), its life distribution arm competes for the same producer relationships CPI serves.
Direct peers
- Highland Capital Brokerage: Highland Capital Brokerage is a large life insurance IMO/wholesaler with proprietary tools and advanced-markets underwriting expertise, serving independent producers across life, annuity, and disability lines — directly comparable to CPI's offering.
- M Financial Group: M Financial is a member-owned network of financial institutions and producers distributing life insurance, annuities, and executive benefits through proprietary products and carrier relationships — closely aligned with CPI's producer-centric model.
- DMI (Domicile Marketing Inc.) / DMI Agency Services: DMI is a life insurance wholesaler focused on advanced markets, jumbo underwriting, and producer back-office support — overlapping with CPI's jumbo underwriting capabilities and independent agent channel.
- Insurance Designers of America (IDA): IDA is CPI's core strategic partner and operates a comparable life insurance wholesale brokerage and back-office platform serving independent producers. It is the closest direct peer because of its overlapping carrier access, agency support model, and product breadth.
- Crump Life Insurance Services: Crump is a national wholesale life brokerage providing product placement, underwriting, and case management for independent producers. Its life and annuity distribution focus and carrier-agnostic positioning make it a direct comparable to CPI.
- Ash Brokerage: Ash Brokerage is a national life insurance wholesaler providing case design, advanced markets, and back-office support to independent producers — a near-identical business model and customer base to CPI Companies.
Emerging players
- Brokers International: Brokers International is a mid-sized IMO offering life, annuity, and health distribution to independent producers. It is comparable to CPI in scale and target market, providing a relevant emerging-players benchmark.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
CPI Companies social profiles
Digital presenceCPI Companies financial estimates
Financial estimateRevenue estimate
Valuation estimate
CPI Companies leadership team
Management profileNumber of profiles
Profiles3 records
CPI Companies funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CPI Companies M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CPI Companies
What does CPI Companies do?
CPI Companies is a wholesale life insurance brokerage that distributes life insurance, annuities, disability, long-term care, and life settlement products from approximately 40+ carrier partners to independent insurance agents, RIAs, broker-dealers, and professional advisors. The company provides comprehensive back-office support including application processing, field underwriting screening, sales analysis, and policy service as a virtual back-office intermediary between producers and insurance carriers.
Is CPI Companies a public or private company?
CPI Companies is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was CPI Companies founded?
CPI Companies was founded in 1991. It employs 11 to 50 people.
Where is CPI Companies based?
CPI Companies is headquartered in Voorhees, United States, in the North America region.
How does CPI Companies make money?
One revenue line is on record: insurance Commission Revenue.
Who are CPI Companies's main competitors?
Broad incumbents on record are AmeriLife, Integrity Marketing Group and National Financial Partners (NFP). Direct peers are Highland Capital Brokerage, M Financial Group, DMI (Domicile Marketing Inc.) / DMI Agency Services, Insurance Designers of America (IDA), Crump Life Insurance Services and Ash Brokerage. Brokers International is listed as an emerging player.
Does CPI Companies have an API?
No public API is recorded for CPI Companies.