About Us
We are an independent agency providing health, dental, vision, life, and disability insurance for individuals and businesses. With businesses, I work with the business owner to find the best group coverage for his/her employees, at an cost that is in line with what the company can
afford. CFI works with all group carriers in the state of Florida. In addition, we also work in the Senior market providing Medicare insurance. We work exclusively with Florida Blue in the Individual market, and we are ACA Certified for 2020 to work with the Marketplace. I can work with individuals finding the right plan at the right cost. Do not do it alone. I will navigate the Marketplace, so you do not
have to. Call today.
How We Got Started
My wife and I always wanted to work for ourselves, and with both of us having an Insurance background, we decided to open our own agency. Together, we have a combined experience of over 40 years in the Insurance industry. Trust our expertise to help with your insurance needs.
The products and services we offer
Recommendations Received (51)
"Dana is a fearless Leader!"
"He is my health insurance guy he will help you get the right plan for you."
Products & Services
Cutlip Financial is a Master Appointed Agency with Florida Blue, and so we are able to offer their product portfolio exclusively in Florida. I can ...
Cutlip Financial Insurance Services can provide quotes for group Medical, Dental, Vision, Life, Disability and Ancillary services for businesses th...
I can offer both Individual and Group Disability insurance. I have affiliated companies that I work with for this product.
Recommendations Given (55)
"Linda has been in the home health care industry for well over 20 years, and she is a wealth of..."
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"Linda has been in the home health care industry for well over 20 years, and she is a wealth of knowledge when it comes to caring for our most vulnerable population, seniors. Use her expertise to help you with the care of your senior loved one. "
"Anthony is very knowledgeable about his products and will sit down with you and work out a..."
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"Anthony is very knowledgeable about his products and will sit down with you and work out a regimen that works for you and what you want to accomplish."
Recent Activity
You should check your benefits every year at renewal. Group insurance is changing and carriers get creative every year with benefits and rates. For example, Florida Blue lowered their small group rates for 2020. And the decrease was significant. Want to learn more, I would be happy to provide a...
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You should check your benefits every year at renewal. Group insurance is changing and carriers get creative every year with benefits and rates. For example, Florida Blue lowered their small group rates for 2020. And the decrease was significant. Want to learn more, I would be happy to provide a quote for your company. Call me at 352-293-4317.
No, you do not have to wait until OE. You would qualify for an SEP (Special Enrollment Period). Once you lose qualifying coverage, an SEP is generated. Now, here is the caveat to that SEP: you must find another qualifying plan within 60 days of losing, in this case, the group insurance coverage. ...
(more)
No, you do not have to wait until OE. You would qualify for an SEP (Special Enrollment Period). Once you lose qualifying coverage, an SEP is generated. Now, here is the caveat to that SEP: you must find another qualifying plan within 60 days of losing, in this case, the group insurance coverage. So, from the date that group coverage was lost, you have 60 days. After 60 days, the only plans available would be STM plans (Short Term Medical). Hope this helps to answer your question. Respectfully, Dana Cutlip
I would have to say that the longest time I have gone to secure a deal would have to be at least 2 years. It took that long for the client to feel comfortable with what I was doing for them. Time passed when we did nothing, then out of the blue, the client called and said they were ready to go....
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I would have to say that the longest time I have gone to secure a deal would have to be at least 2 years. It took that long for the client to feel comfortable with what I was doing for them. Time passed when we did nothing, then out of the blue, the client called and said they were ready to go. They stayed with me, because I stayed with them. Built that trust and they felt comfortable. Build that trust and they will stay with you.
Networking, networking, networking. Visibility, Creditability, Profitability. These are the principals I learned as a member of BNI briefly. People have to see you, get to know you, and then they will refer you, and that will lead to profitability. People don't care how much you know, until they...
(more)
Networking, networking, networking. Visibility, Creditability, Profitability. These are the principals I learned as a member of BNI briefly. People have to see you, get to know you, and then they will refer you, and that will lead to profitability. People don't care how much you know, until they know how much you care.
I feel that you have to market yourself, before you can market your product. People have to get to know you and trust you, before they will work with you. Have one to one's and get to know them, both on a personal level, and then on a business level. I always use the one principle I learned from...
(more)
I feel that you have to market yourself, before you can market your product. People have to get to know you and trust you, before they will work with you. Have one to one's and get to know them, both on a personal level, and then on a business level. I always use the one principle I learned from my years in BNI: the VCP principle - V=Visability, C=Credibility and P=Profitability. Once you establish 1 & 2, number 3 will happen.
My ideal customers are the following: business owners looking for group health insurance to provide to their employees; individuals that need to look at their options, on and off the Marketplace, and finally, individuals that are turning 65 and need to review their Medicare options (or those that...
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My ideal customers are the following: business owners looking for group health insurance to provide to their employees; individuals that need to look at their options, on and off the Marketplace, and finally, individuals that are turning 65 and need to review their Medicare options (or those that are currently with a Medicare plan and want a change). I specialize in Individual and Group health insurance, as well as, life, dental, vision and long term disability insurance. Call our office today for more information.
Our Recognition (3)
