

Health Connect
HR Connect
Health Advocate
Consolidated Billing & COBRA Billing Services
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As an Insurance Professional, your goal is to provide your customers with the greatest level of service possible. At CBDI, our goal is to supply you with the best tools available to achieve those goals. Our philosophy is simple...to do all we can to help our brokers attain success selling and retaining their customers.
As an insurance professional, you can handle most issues that come along without any problems. But every once in a while an issue surfaces that presents a challenge to you and your staff. Enter the staff at CBDI. Bring us your dilemmas and let us help you resolve them quickly so you can get back to doing what you do best…selling!
Prior to submitting your new or conversion case package to the respective insurance carrier, the staff at CBDI carefully reviews all materials to assure the submission is completed properly and inclusive of all necessary forms. Done properly, this step will assure that your case will not incur unnecessary delays at the carrier due to missing or incomplete information.
A dedicated, truly professional staff of broker representatives are available through CBDI to service your needs in the field. You may require a representative to guide you through a difficult sale, train your staff, assist with an open enrollment meeting or further educate you or your staff on carrier options available, legislative issues, industry trends, etc. Let them know what you require and let them help!
We try to do all the small things to make your life easier, like a 1-800-786-CBDI number your staff can call for billing, payment or enrollment questions between 8:30 AM and 5:30 PM. Additionally, we provide you with a toll-free fax line at 1-800-CBDI-910.
Among the highest commission payment levels in the industry! And a custom designed commission system that’s comprehensive, flexible, and accurate. We pay commissions on the 25th day of each month, and although we encourage our producers to receive their funds via direct deposit, we can also provide you with a paper check if you’d prefer.
Whenever available, we link you up with any available carrier quotation system. Additionally, you can utilize Health Connect through CBDI to quote options and print proposals, comparisons, etc. right from your own office. Of course, if you require us to run your quote for you, we are happy to do so and normally return your quote to you within 48 hours.
We exist to do two things…service our brokers and provide billing and administrative services to their customers! We do not have a direct sales force to compete with our brokers. Would you want it any other way?