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© 2018 by Client Benefit Insurance Services 

CA Dept. Insurance License # 0F09685

Our Team
Jeffrey Welty, President

jwelty@cbisusa.com | Phone: 858-761-2681

Jeff's career began in 1976. Specializing in employee benefits, he developed packages that enhance employee benefits and reduce employer cost. Combining the power and traditions of Colonial Life, IRS approved strategies, and technology allowing payroll integration. Jeff has given our customers more cost effective, efficient ways to do business.

Jeff overseas the direction and day to day operations of CBIS. A member of the BBB and national award winner for sales and service.

Shannon Cummings, Account Manager

scummings@cbisusa.com | Phone: 858-569-1000

Matthew Welty, VP Sales - P&C

mwelty@cbisusa.com | Phone: 858-603-2457

Matt started in the business 11 years ago. He specializes in Property and Casulaty insurance sales. He handles auto, homeowners, life, workers comp, liability and much more.

Shannon joined CBIS in 2008. Since then, she has become our key Account manager for the company, as well as an integral part of the CBIS team. She handles all new and existing benefits for groups, carrier contacts, and customer service. Our client satisfaction is her number one priority.

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