Your Secret to Insurance Sales Success

We have decades of experience in the industry and there’s practically no scenario we haven’t solved before. If you have any questions about anything, you can pick up the phone and get an answer immediately.

Thank you! Your form has been received!
Oops! Something went wrong while submitting the form
An icon of a contract.
Simple and Easy Contracting
A megaphone icon.
Marketing & Sales Support
An icon of a (compliance) officer.
Compliance and Training
An icon depicting a new browser window, referring to New Business.
New Business
An image of Sarah Weitzel with a headset on - text in image says Sarah Weitzel - Agent Relations.
"How may I help you today?"
Contact us

New Business

As a national Field Marketing Organization (FMO), we’re here to support you as you grow your business.

You can focus on your own success: submitting new business, closing leads, and growing your book of business.

Meanwhile, our dedicated support staff will answer all your questions immediately. Just call us! No automated systems - just friendly, happy staff waiting to help you.


Marketing & Sales

CareValue provides the vital marketing and sales support you need to grow your business.

Our valuable lead programs and technology platforms help you track leads from start to finish, assist with field questions, and resolve any application 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.

Simple & Easy Contracting

Contracting with CareValue is now easier than ever! We offer our agents the choice of which path is easiest for them.

  • Let us do your contracting for you!  Just complete the C2C and email to We take care of the rest.
  • Do it yourself!  CareValue offers the services of SureLC for contracting with various senior, life, and health carriers.

Compliance &

CareValue’s professional team is dedicated to serving our independent agents and agencies across the nation.

Your insurance license is your most valuable asset as an independent broker. Our in-house compliance team will work with you to ensure you’re always compliant.

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

Business Hours

Monday – Friday: 8am to 5pm


Our Office
5263 Parkside Dr. Bldg. 700
Canandaigua, NY 14424
Get directions


Don't Want to Wait?

SuranceBay Logo.
Get Contracted NOW

Contact Us

Thank you! Your form has been received!
Oops! Something went wrong while submitting the form

“With all the various enrollment platforms carriers offer, it's impossible to have a live view of your team's business. AllRep makes it easy to keep a line of sight on business when running a large team by feeding multi-carrier data into a single dashboard. I couldn't imaging keeping track any other way.”

NY Medicare Specialists

Insurance Agency in New York

“I have worked with many different firms over the years and have found CareValue to be extremely responsive to my customers’ needs and really easy to work with. Their knowledgeable and professional team always goes the extra mile to meet the needs of independent agents. It’s simply a pleasure to do business with them.”

Independent Agent

“CareValue’s dedication to senior insurance is like nothing else I’ve found in the industry, and it starts with their passion for what we do as agents. Having the freedom to make our own hours, while having the full support of the office, is the perfect recipe for an open and stress-free work environment. I am delighted to be part of the CareValue team, and highly recommend it!”

Laura S.

Independent Agent in New York

“I have worked with the CareValue team for about seven months now, and the first thing I will say is they truly work as a team.  As a new agent, I’ve sometimes come up against an unexpected problem and needed assistance pretty quickly, and they have never disappointed. CareValue provides training, back office support, a friendly work environment, and a team that really cares about your clients.”

Deborah I.

Independent Agent in New York

“I chose to work with CareValue because of their wealth of knowledge and strength in the marketplace. Their back-end system is a big help when I need to track leads and other client information.”

Terry G.

Independent Agent in New York

“As an independent broker with CareValue you get everything you look for in a carrier opportunity, in one easy package! Having the chance to listen to the concerns of our elders and helping them afford the health care they deserve and more – that’s a great privilege. Financial freedom, security, great income and changing lives for the better in the process: this is a job you can feel good about.”

Eric B.

Independent Agent in New York