Producer Resources
Explore resources that simplify data gathering and underwriting to support smoother, more efficient case submission.
Policyholder Resources
Simple, informative one-page summaries that help clients understand key products and planning strategies, supporting clearer conversations and stronger decision-making.
Key CBIZ Stats
CBIZ combines nationwide reach with industry-specific insight to turn unseen opportunities into accelerated growth.
Meet the Team
Anne Long
Leads strategic growth and ensures producers have the tools and partnerships needed to succeed.
Shauna Ausfeldt
Provides product support, case design help, and illustrations to assist in closing more cases.
Lorraine Griffin
Monitors case progress and helps keep applications moving smoothly.
Don Kim
Supports producers with sales strategy, case design, and guidance throughout the application process.
Katie Lafferty
Develops marketing materials and campaigns that support producer growth.
John Louis-Barrow
Improves workflows and implements technology solutions that enhance producer support.
Leigh Moore
Manages commission schedules and ensures accurate, timely payments.
Emily Reilly
Ensures a seamless process from submission to policy placement and supports ongoing policy needs.
Eugene Robles
Oversees the application process from start to finish and resolves challenges along the way.
Marilynn Ono
Supports new business processing, reporting, and customer service operations.
Carolyn Wehner
Manages licensing and contracting to make onboarding and compliance simple.
Ready to Grow Your Business With CBIZ?
Connect with our team to learn how CBIZ Individual Insurance Solutions can help you expand your opportunities and better serve your clients.