Meet Your Back Office


We empower financial & insurance professionals with a full suite of industry-specific technology that offers meaningful customer service and simplifies your processes.


Our wide range of marketing services allows you to establish your company’s image and differentiate yourself from the competition without breaking the bank.

Training Platform

To prepare you and your team for any situation, we give you access to the top industry training programs on your time, from online webinars to in-person training courses.

What We Do

With over 80 years of industry experience, our team understands how to equip you and your team with the right solutions

Business growth

We are your one-stop support system. Our full-service turnkey solution offers product, marketing, and support services to help you add to your bottom line and increase your revenue


We build and maintain long mutually beneficial relationships with our partners to give you access to over 200+ carriers and top-level contracts in the industry.


Customer service is one of our top priorities. We will always push the limits to exceed your expectations while welcoming your feedback to identify areas that we can improve and better serve you.

Join the Back Office Advisory Desk Errors & Omissions Insurance Program

Our Errors & Omissions Insurance Program is designed exclusively for newly licensed Life & Health agents who also sell property and casualty products

About Us

Why Back Office Advisory Desk?

Products and contracts are everywhere but partnerships that are mutually beneficial to both sides are not. Back Office Advisory Desk is your one-stop support system. Our full turnkey solution provides the training you need to grow, constant marketing content to drive client purchase decisions, and valuable guidance to ensure you are getting the most from every one of your clients.


Our Partners


Is there a cost to doing business with Back Office Advisory Desk?

What product lines can you help with?

We work with the following markets – Medicare – Long Term Care – Group Health Care – Group Life Insurance – Life Insurance – Final Expense – Part D Plans – Annuities – Ancillary Benefits – Self Funding Plans – ...

Can I have Material be branded to my agency?

Yes, we can white label almost all of our marketing material to keep the brand of your agency intact.

Can I have downline agents work with me?

Yes, we have the ability to create hierarchies on each carrier. Some allowing us to go with as many as 14 levels.

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