Our Services

Keeping you on track

As a non-captive independent brokerage firm, we’re here to support you as you grow your business.

The rules of selling in this market are strict – and rightly so. It’s vital to get the very best training and support.


CareValue provides the vital marketing support you need to increase your business. Our valuable lead programs and efficient back office help you track your leads from start to finish, and resolve any queries and policy issues.

We help you keep up-to-date with carrier marketing materials, enroll more members, and retain the clients you work so hard for.

Top carriers

We work with Fortune 500 carriers, and continuously assess other companies and plans to make sure our selection is second to none.

Our streamlined contracting process ensures all paperwork is submitted on time and accurately.

Unbeatable service

CareValue’s dedicated professional team serves our family of hundreds of independent agents and agencies.

 Your insurance license is your most valuable asset as an independent broker. We’ll work with you to ensure your marketing ideas and materials are always fully compliant.

Valuable training programs

Our live training sessions, webinars, and lunch-and-learns are completely free to our independent agents.

We’ll also connect you with the most effective carrier training throughout the year.

Quoting Tools

CareValue offers online quoting tools and forms, and a host of other back end services.


CareValue is big on technology. You’ll have access to ALLrep, an online CRM tool that helps you manage contacts and opportunities; track policies; store documents, generate reports; access quoting tools, carrier portals, and forms; and manage log-ins and passwords. Our service also includes:

  • New business submission
    • Transition training to move from paper to electronic (examples: iEnroll, LEAN, Smart Enroll, Ascend, MAPA, EASE, SIA, PURL, iGo).
  • Agent tools
    • Medicare quoting engine (national)
    • Specific carrier forms access
    • Product comparison tools