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.

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Simple and Easy Contracting
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Marketing & Sales Support
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Compliance and Training
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New Business
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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, e-Store, 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.
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Business Hours

Monday – Friday: 8am to 5pm


Our Office
5263 Parkside Dr. Bldg. 700
Canandaigua, NY 14424
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Don't Want to Wait?

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