Services overview

All inclusive support in one flat monthly fee

Comprehensive Support Without Sacrificing Ownership

Compliance, education, technology, carrier and business development assistance and support with zero equity requirements, allowing your agency to grow to it's fullest potential.

No hidden costs. No surprise fees. No commission splits.

Included

CLI Select Agency Onboarding Experience

When you join CLI Select, we work alongside you to create a customized onboarding plan designed around your agency's goals, carrier strategy, and growth objectives. Your onboarding begins shortly after acceptance and is typically completed within 60–90 days, ensuring a smooth transition and immediate access to the resources that matter most.

What to Expect During Onboarding

  • Strategic Introduction - A high-level overview of CLI Select's structure, market access, and growth resources — so you understand exactly how to leverage the network from day one.
  • Portal & Platform Training - Hands-on training to access our systems, carrier information, and community tools — making it easy to connect and collaborate.
  • Leadership & Resource Connections - Introductions to key service leaders and strategic partners aligned with your agency's priorities, including carrier relationships and operational support.
Why This Matters
Onboarding sets the foundation for your success within CLI Select.
A structured onboarding process ensures you quickly access the right carriers, resources, and relationships — so you can start realizing value immediately, with clarity and confidence.

Included

Field Management & Support

The CLI Select team serves as a direct strategic resource for independent agencies. Helping you strengthen carrier relationships, maximize opportunities, and grow with confidence.

How We Support Your Agency:

  • Trusted advisors for agency principals and staff, coordinating the right resources to solve challenges quickly and efficiently
  • Guidance with carrier appointments, underwriting concerns, claims navigation, and market access
  • Strategic carrier liaison support to align business goals and marketing initiatives
  • Identification of target carriers and profitable business classes to drive growth
  • Evaluation and support for book roll opportunities to improve carrier alignment and performance
  • Annual business planning support with your agency and key carrier partners
  • Facilitation of collaboration, shared best practices, and peer learning across the CLI Select network
Why This Matters
Independent agencies face constant pressure - shifting carrier appetites, underwriting changes, market volatility, staffing challenges, and growth expectations.
Having a strategic partner in your corner makes the difference.

Included

Carrier Management

Leverage the power of the CLI Select network to secure stronger carrier appointments, improved terms, and deeper relationships — all while maintaining full independence.

What's Included:

  • Strategic Carrier Appointment Support - Guidance and advocacy to help you secure meaningful carrier relationships aligned with your growth goals.
  • Enhanced Commission & Incentive Structures - Access to competitive compensation programs designed to increase your earning potential.
  • Direct Carrier Relationships - National and executive - level carrier connections that strengthen your local presence.
  • National and executive - level carrier connections - Strengthen your local presence with national and executive - level carrier connections.
  • Contract Review & Negotiation Support - Data - driven insights and negotiation assistance to optimize your agreements.
  • Early Access to Product Launches - Stay ahead of the market with early insight into new products and underwriting opportunities.
  • Underwriting Guidance - Support navigating appetite changes, complex risks, and placement strategies.
  • Claims Advocacy - Assistance coordinating carrier relationships during challenging claims situations.
  • Carrier Events & Training - Exclusive access to carrier - led webinars, market updates, and strategic planning sessions.
Why This Matters
Strong carrier alignment drives growth, profitability, and placement flexibility. With the right relationships and strategic guidance, your agency gains better market access, stronger compensation, and the support needed to compete and grow - while maintaining full independence.

Included

Strategic Growth & Advisory

CLI Select delivers the expertise, resources, and strategic guidance your agency needs to grow — without sacrificing ownership, autonomy, or long-term enterprise value.

What's Included:

  • Access to Exclusive Resources & Services - Specialized tools, carrier relationships, and strategic programs designed to strengthen operations and accelerate growth.
  • Comprehensive E & O Coverage - Access to robust Errors & Omissions programs with coverage options up to $5 million.
  • CEO - Led Business Coaching - Direct growth planning, acquisition strategy, and leadership development guidance from experienced industry leadership.
  • Growth Strategy Consulting - Customized planning to help you scale revenue, expand markets, and improve profitability.
  • M&A & Acquisition Coaching - Support evaluating opportunities, structuring deals, and executing successful acquisitions.
  • Succession Planning Resources - Guidance to protect and maximize the long- term value of your agency.
  • Peer Advisory Groups - Connect with fellow independent agency leaders to share insights, challenges, and best practices.
  • Strategic Partnership Opportunities - Collaborate with trusted industry partners to enhance capabilities and expand offerings.
Why This Matters
Growth & Advisory Growth doesn't happen by accident — it requires strategy, alignment, and the right guidance.
Our support helps you make smarter decisions, capitalize on new opportunities, and build long-term enterprise value — all while maintaining full ownership and control of your agency.

Included

Technology Support

Strategic technology guidance designed to streamline operations, improve efficiency, and support scalable agency growth.

At CLI Select, we help agencies evaluate, implement, and optimize the systems that power performance — ensuring your technology works for you, not against you.

What's Included:

  • EZLynx Administration Support - Hands-on assistance to help you maximize the value and functionality of your EZLynx platform.
  • System Integration Guidance - Strategic recommendations for integrating agency management systems, CRM platforms, phone solutions, and other core technologies to create a seamless workflow.
  • Tech Stack Optimization - Ongoing evaluation and refinement of your technology ecosystem to improve automation, reporting, client experience, and long-term scalability.
Why This Matters
The right technology can transform how efficiently your agency operates and how effectively it grows.
Scale your agency without unnecessary complexity.

Included

Agency Optimization

Strategic relationships with leading providers that equip your agency with the tools needed to operate smarter and serve clients better.

What's Included:

  • Agency Management System Integrations - Ensure your core systems connect seamlessly to improve workflows and data accuracy.
  • Customer Relationship Management (CRM) Solutions - Strengthen client engagement, automate follow-up, and improve retention.
  • Document Management Platforms - Secure, organized document storage and streamlined processing.
  • E-Signature & Digital Workflow Tools - Accelerate approvals and reduce administrative bottlenecks.
  • Comparative Rating Systems - Access efficient rating tools to improve quoting speed and competitiveness.
  • Quote & Bind Platforms - Simplify placement and enhance the client experience with digital capabilities.
  • Commission Tracking & Revenue Tools - Gain visibility into compensation performance and carrier alignment.
  • Reporting & Analytics Dashboards - Turn data into insight with performance tracking that supports smarter decision-making.
Why This Matters
The right technology doesn't just improve efficiency - it strengthens profitability, improves client experience, and increases your agency's long- term value.

Included

Closing Team

An optional service designed to strengthen your sales process — without increasing overhead.

Our Closing Team helps ensure every new policy is processed accurately, efficiently, and professionally, allowing your producers to stay focused on selling while we handle the final steps.

What's Included:

  • Policy Issuance Review - Detailed audits to ensure accuracy before policies are finalized.
  • Document E-Signature Coordination - Streamlined collection of required signatures to keep business moving.
  • Policy Issuance Review - Detailed audits to ensure accuracy before policies are finalized.
  • Payment Processing Support - Efficient handling and confirmation of initial premium payments.
  • Prior Policy Cancellation Assistance - Coordination of cancellations to ensure smooth transitions and prevent coverage gaps.
Why This Matters
A structured closing process improves client experience, reduces errors, accelerates revenue collection, and frees your team to focus on growth — without adding payroll expense.

Included

Education & Training

At CLI Select, education is built around one goal — helping independent agencies grow stronger, smarter, and more competitive.

Through a blend of live webinars, expert-led sessions, and peer-driven conversations, we connect our partners with the insights, tools, and relationships that support long-term success.

Our education and training programs are designed to promote continuous learning by delivering timely market intelligence, practical strategies, and shared experiences from across our network and the broader industry.

Our Educational Opportunities Include:

  • Carrier Webinars - Stay current on underwriting appetite, product updates, market conditions, and growth opportunities through webinars hosted in collaboration with our carrier partners.
  • CLI Select Programs & Strategic Initiatives - Our internal team provides educational sessions focused on CLI Select resources, tools, and strategic programs — helping agencies fully leverage the benefits of membership.
  • Vendor & Industry Expert Sessions - We bring in trusted vendor partners and industry specialists to share insights on technology, data analytics, marketing strategies, risk management, and operational efficiency.
  • Peer Exchange & Collaborative Groups - Our peer groups create space for agency leaders and team members to connect, exchange ideas, discuss challenges, and learn from one another in a supportive environment.
  • Vendor & Industry Expert Sessions - We bring in trusted vendor partners and industry specialists to share insights on technology, data analytics, marketing strategies, risk management, and operational efficiency.
Why This Matters
The insurance landscape is constantly evolving - carrier appetites shift, technology advances, and client expectations rise.
Ongoing education ensures your agency stays informed, competitive, and positioned to grow with confidence instead of reacting to change.
CLI Select call to action

Unlock carrier access without sacrificing ownership

Join CLI Select for a network built to propel your agency through its next peak.