Become a Broker: CAI Services

CAI is proud to work with some of the top agents, brokers, and agencies operating both inside and outside of New York State. Like our services to these professionals, this area will continue to grow and change to better serve the needs of the professional insurance agent. Look to this area to reach a CAI Broker Services Representative who can provide guidance and advice on the products that we offer, a staff representative to discuss underwriting and billings questions, or to simply learn about the marketing and sales support materials we can provide. We pride ourselves on the close, long lasting relationships we have with our agents and brokers. We invite you to become part of our family.

Broker Services Department

Brokers are invited to take advantage of our Broker Services department. Several full-time representatives are available during office hours to answer your questions, offer advice, and assist or provide quotes. Our Broker Services representatives have a minimum of 5 years experience in the insurance industry and can be a valuable resource for you.

Client Presentations and Large Group Assistance

Your clients may have specific needs to address or require special attention. Our Broker Services staff is available to assist in complicated or large group situations. They often provide that extra support needed to answer plan-specific inquiries, complex underwriting considerations, or involved billing and administrative questions.

Individual and Group Training Sessions

CAI often hosts training sessions on all its available products. Sessions are held at the CAI offices on Long Island or at individual agency locations throughout New York State. Sessions cover such issues as product information, proper enrollment guidelines and procedures, group presentations and group product selection. Look to our Meetings and Seminars page to learn about upcoming events in your area.

Conference Associates, Inc., (CAI), supports the broker community by providing sales and marketing support in several different areas:

  • Qualified, Experienced Broker Management Team
  • CAI broker managers are available to answer questions, aid in product selection, and provide general advice or assistance.

Broker Advisors:

Neil Weingarten - Vice President of Broker Operations
1-800-427-5358 Ext. 133
EMAIL

Helpful Extensions for Broker Services:

1-800-427-5358

Dawn Gorman - Vice President/Director of Broker Services
Ext. 128 EMAIL

Angela Marino - Broker Services
Ext.153 EMAIL

Underwriting Assistance:

Angela Marino
Ext. 153 EMAIL

Broker Commissions/Licensing

Liza Licht
1-800-427-5358 x144
EMAIL