Frequently Asked Questions
Why Agents Choose CLI Over Other Networks.
Choosing an insurance network is one of the most important decisions an independent agency can make. With so many networks making big promises, it helps to ask the right questions. Here's how CLI Select stacks up against key considerations every agency should evaluate.
FAQs
What size and strength does CLI Select bring to the table?+
CLI Select Advantage: As a Keystone Master Agency, CLI Select offers the best of both worlds: boutique support with the national leverage of one of the most powerful networks in the country.
How flexible is CLI Select if my needs change?+
CLI Select Advantage: We offer a simple 90-day termination policy with no exit fees. We earn our agents' trust and build long-term relationships.
Are there upfront costs to join CLI Select?+
CLI Select Advantage: Absolutely no buy-in or startup fees. Join with zero upfront investment.
How does the commission structure maximize my earnings?+
CLI Select Advantage: For direct carrier appointments that rollup under CLI's carrier agreements the compensation structure is as follows:
- 100% of commissions go directly to your agency.
- Up to 98% profit-share with no production minimums.
- Keep 100% of any additional carrier incentives.
For Select Market carrier appointments that roll up under CLI's carrier agreements, the compensation structure is as follows:
- Commissions are paid directly to CLI Select.
- CLI Select's Accounting team reconciles commissions and remits payment to your agency monthly by the 21st.
- 90% of commission is paid to your agency; 10% is retained by CLI Select to cover administrative costs.
- 90% of profit-sharing (with no production minimums) is paid to your agency; 10% is retained by CLI Select for management and distribution of funds.
- 90% of any additional carrier incentives are paid to your agency.
Are ongoing fees reasonable and predictable?+
CLI Select Advantage: Simple, transparent pricing: $1,000/month flat fee. No scaling costs or surprises.
Will I have access to specialty and hard-to-place markets?+
CLI Select Advantage: With access to both CLI Select's and Keystone's specialty carrier relationships — including E&S markets — you are equipped to serve complex and hard-to-place risks. In addition, CLI Select offers an in-house sales team available for referrals, assisting with both commercial and high-net-worth personal lines customers.
What support resources are available to help me grow my business?+
CLI Select Advantage
One-on-One Coaching
Personalized coaching sessions with CLI's CEO, covering everything from business planning to acquisitions.
Direct Technology Consultation
Access to direct consultation with our Technology Director to support your agency's digital strategy and systems.
Dedicated EZLynx Administrator
Full administrative support to optimize your use.
Field Team Support
A field team focused and dedicated to supporting our members' growth and success.
Operational Support
Assistance throughout the entire journey, from onboarding to compliance management.
Ongoing Training & Resources
Access to CLI University, continuous training opportunities, and a library of exclusive resources.
Peer-to-Peer Support
A strong community of fellow members offering shared insights, collaboration, and mentorship.
Keystone Resource to Support Your Agency and Customers
- Claims Management
- Employee Benefits
- Financial Services
- HR Support
- Risk Management
Are current members thriving and satisfied?+
CLI Select Advantage: At CLI Select, our agents grow, thrive, and are proud to share their experiences. We encourage you, as part of your evaluation process, to speak with at least three of our current members. This gives you the opportunity to ask questions, gain insights, and hear directly from agency principals about their personal experiences as part of the CLI Select community.