Relationship Management

Our Relationship Management team is ready to provide customized solutions to help facilitate the management of your business. Our team delivers across-the-board support for all facets of your group disability business. With a dedication to superior customer service, our Relationship Management team is the foundation of your relationship with CDS.

Our Relationship Management Team:
Your Guide

Throughout your relationship with us, you have access to your own seasoned relationship management professional. Your assigned professional is responsible for all aspects of the relationship including implementation of strategic business planning and ongoing assistance in managing your book of business. As your liaison, they coordinate activities and resources within CDS that help you to reach and surpass your business goals.

Your Relationship Manager:

  • Manages the day-to-day operational deliverables of your business
  • Facilitates solutions to your business challenges
  • Manages the strategic business plan for your disability business
  • Coordinates meetings to review and update your business plans
  • Provides administrative support for you and your policyholders
  • Is always available and provides quality customer service in everything they do

Compass

Our Commitment:
Successful Navigation

We are committed to building, growing and
maintaining your group disability business.
We understand your needs, deliver quality
services and help you achieve your group
disability goals.