© 2025 Centerstone Insurance and Financial Services, LLC d/b/a CRC Benefits. California License No. 0639679.
No claim to any government works or material copyrighted by third parties. This material is intended
for licensed insurance agency use only. This is not intended for business owner or insured use.
If you are not a licensed agent, please disregard this communication.
Technology Training for Brokers
At CRC Benefits, we understand the critical role technology plays in empowering brokers to excel and compete. Our robust suite of digital tools and solutions is designed to streamline your workflow, enhance client interactions, and drive business from quote to enrollment.
Our online broker training center offers on-demand modules, videos, and documentation for Agency Workspace, Quoting, Secure Submission, and Benefits Administration.
Log into your Agency Workspace account today to explore the online training center.
Built for Brokers
Agency Workspace digitalizes the entire quote to enroll experience, allowing you to manage your CRC Benefits clients in one secure location.
Not yet a CRC Benefits broker? Visit our Getting Started page to connect with our sales team and learn more.
Learning Events + Educational Sessions
Staying ahead in the industry requires continuous learning and networking. CRC Benefits’ learning events, virtual trainings, and online workshops are crafted to provide brokers with the latest insights, carrier partner information, trends, and market opportunities.