Group employee benefits for CPA firms
Extended Healthcare • Dental • Term Life
• Long-Term Disability • Critical Illness
Attract and retain ideal employees.
Great group rates and individualized service.
Benefit from experience-based premium refunds.
You shouldn’t have to do business with insurance people who don’t understand your business.
As a CPA firm, you want facts, not fluff. Wasting time and/or money is not your idea of a productive, professional interaction. You know group insurance is a necessary component of a robust employee benefit program.
As the plan administrator, you shouldn’t have to deal with pushy sales people who try to convince you to buy more than necessary — and then disappear when you have questions or your employees need support.Connect With An Advisor
Who We Are
Who is CPAIPW and why should you trust us?
Founded as a nonprofit by CPAs for CPAs, CPAIPW (or, CPA Insurance Plans West if you want to get formal) offers Group Benefit plans and other insurance products exclusively to CPA firms, individual CPAs and their spouses and dependents, and CPA staff and students in Western Canada.
We’re equipped to take care of everything digitally, even though we’ve been around longer than the world wide web. So we know the ins and outs of group plans and insurance PLUS the evolving needs of CPAs and CPA firms better than anyone else.Connect With An Advisor
Go ahead, take a look at our numbers.
firm renewal rate.
premiums refunded to members.
focus on CPAs and associates.
We’re here to counsel and guide, not hassle and push.
Don’t want to deal with relentless sales people just looking to make quota or beat last month’s numbers? No worries… we don’t have any! Rather than paying out fat commissions or big bonuses to brokers, we’re a nonprofit organization that prefers to give experienced based refunds to our members instead.
We’re not here to push the latest hot products or to fatten our coffers at your expense. We’re here to guide your CPA firm to the benefits and insurance that are best for you and the particular needs of your employees. No confusing jargon. No corporate-y gobbledygook. Just the facts and the figures. Plain talk. Clear counsel.
Bottom line, you can always count on us for competitive rates and, just as important, the guidance you need to get the right insurance at the right price and coverage levels for the exact circumstances and needs of your employees.Connect With An Advisor
Who We’re For!
No matter the age or stage of your firm, we’re here for you!
CPAIPW partners with CPA firms of all sizes across Western Canada.
Starting a new firm.
Maybe you branched out on your own with 3 employees to start a new CPA firm. Now, you need Group Benefits for your team. We’re here to help.
Looking for new benefits.
As an established firm, you’re ready for a better benefits package for your amazing employees. CPAIPW is the partner you need.
Get Your Quote
You’re only 3 simple steps away from a better group benefits experience.
Give us a call today.
You can schedule a callback OR connect with us now via phone or chat.
Speak with an experienced CPAIPW advisor.
Our team will answer your questions and offer insights. No obligation and no pressure.
Get group benefits your employees will brag about.
Your employees will love their new benefits so much they’ll send you a big box of chocolates in appreciation.
No matter what kind of insurance you want to include in your benefits program — our folks will work to get your organization the best coverage, at the best rates, with the most responsive customer service.
- Term Life Insurance
- Critical Illness Insurance
- Accidental Death and Dismemberment Insurance
- Long Term Disability Insurance
- Dependent Child Insurance
- Employee Family Assitance Program
- Health and Dental Insurance
- Health Spending Account
- Best Doctors (Second Opinion)
What makes our customer service stellar?
Our associates genuinely love what they do. (Go ahead and ask them. They’ll be happy to tell you why.)
Everyone who answers our phones is fully-qualified to answer your questions. And your employees’ questions. And if they don’t know an answer, they’ll dig for info until they do.
We’ve been around since 1975, so we know how to make this process as simple and seamless as possible for your CPA firm and your employees.Connect With An Advisor
What CPA’s say about CPAIPW
From the beginning, we worked closely with Suzanne. She is a caring, friendly, proactive, extremely efficient and knowledgeable person. It has been a delight to work with her and her staff over the years.
Martine R. – Happy Customer for over 25 years.
At this unexpected and very distressing time in my life, I am very grateful for the professional and caring assistance I received from the staff at CPA lnsurance Plans West.”
Catherine W. - Customer with claim
The CPAIPW Online Portal makes administering your employee benefits plan a breeze.
Inside the portal, you can:
- Review your policy & documents at a glance
- Update employee information
- View invoices
We’ll make everything fast and easy for you to understand.
Plans tailored to your employees’ needs. It’s the right time for the right products at the right price.
We’ve got you covered. (Hey, we’re insurance people. We love to say that!)
No seriously, our decades of experience working with CPAs and our expertise in all things insurance will make sure we find you the best coverage possible for your particular needs and circumstances. We’re here for you now. And whenever you need us in the future.
We’re here for you — and your employees — now. And whenever you need us in the future.Connect With An Advisor