• (702) 248-6901
  • 8861 W Sahara Ave Ste 260, Las Vegas, NV 89117
Agent Access

More Than Just Guides: Tools for Your Success

Winflex Web

Login to Winflex Web
Access Lifepipe Quoting

At Creative Financial Services, we’re dedicated to providing powerful tools that streamline your workflow and enhance your ability to serve your clients effectively. One such essential resource is Winflex Web, a versatile platform that offers a standardized, user-friendly interface for accessing and utilizing quoting software from many insurance carriers. This consistency means less time spent learning different systems and more time focusing on finding the best solutions for your clients.

If you’re new to using Winflex Web through Creative Financial Services, we’ve prepared a straightforward guide to help you start smoothly. Please take a few moments to review the “Embarking on Your Winflex Web Journey” section below before you dive in.

Shape

Learn how you can protect what matters most.

whole-life-insurance-policies

Already a Winflex Web Pro?

For our valued financial professionals who are already registered and familiar with the system, you can get straight to work:

  • LOGIN TO WINFLEX WEB
  • ACCESS LIFE PIPE QUOTING

We appreciate your continued partnership with Creative Financial Services!

New Winflex Web Users

A. Review System Requirements to verify minimum computer operating requirements.

You will need:

    • Latest version of your browser (Internet Explorer, Google Chrome, Mozilla Firefox, Safari, ect.)
    • Plenty of RAM (we recommend 128MB of RAM)

B. Get approval from CPS by registering on the Winflex Web registration page. For a list of participating carriers see our Carrier Releases.

C. On the WinFlex Web Login Page, enter your User Name and Password and click the Login button.

D. First-time users will be detected and the Java™ plug-in needed for WinFlex Web will download automatically. This one-time step will take 10-15 minutes depending on the speed of your Internet Connection. You can check to see if you have the latest Java plug-in by going to: http://www.java.com/en/download/installed.jsp

E. The WinFlex Web application will also download automatically and will start up once finished. All approved companies will show on your company list. This step will take approximately 5 minutes depending on the speed of your Internet Connection.

Products

Services & tools

Strategic Carrier Providers

prudential4-1_400_400
prot_400_400
new_securian_logo_resized_1_400_400
principal_400_400
moo_400_400
lfg_400_400
jh_400_400
allianz_400_400
atlantic_400_400
lga_400_400
AIG_400_400

Testimonials

"I have been meaning to relay my gratitude to you for all the help and guidance that you have been providing along with the continued good handling of issues as they arise around the several 401k client plans we have been working on together. Your insight, mastery, and professionalism have made things a delight. Thank you for all the help! My processes and approach have been enriched because of your guidance and subject matter expertise. And for that, I am enriched professionally and personally. May I someday be able to pay it forward."
John Walsh
John WalshColumbus, Ohio
"The Annuity Team at CPS is best in class! The knowledge and know-how they possess is far superior than any other firm I have worked with. I very much appreciate the support they provide me."
Kayoko Nihei
Kayoko Nihei
"We partnered with CPS in 2014 and not only has it been pleasant but also an extremely educational experience. They are key to our agency and have the tools necessary to meet the needs of our clients. Their team is exceedingly knowledgeable and will give you step by step guidance on completing applications, quoting, and electing the right carrier for your clients. They have been a game changer for our agency and we look forward to continuing our business relationship with them for years to come."
Adam Beach
Adam BeachPresident of Beach Financial Group
CPS is superb to work with. We appreciate their prompt responses, attention to detail, and expertise from running illustrations to finalizing a policy. Customer services at its finest! We have found CPS to be a “5 Star” rating and highly recommend working with CPS."
Kim Buhrow
Kim Buhrow