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Prepare your firm for any situation with our Back Office Advisory Desk consultants. We pair your firm with dedicated consultants who will provide personal case design, product positioning, and guidance in finding the perfect product solution for any client situation.

By leveraging their expertise and access to over 100 insurance carriers, you can provide more product offerings (including annuity, life, Medicare, Group Health, and Long Term Care) and receive extra support for special promotions or low staffing conflicts. We also provide further customizations including a dedicated 800 line for your organization that follows a specific process based on your preferences.

What Agency Owners Are Saying About BOAD

Brad

Texas

“I’ve been a P&C Broker 20 years. Before meeting the Back Office Advisory Desk team I was always worried about recommending the wrong product or solution to my client on the Life, Health and Retirement product lines. The Back Office ...

Alex

Santa Barbara, Ca

“As I was building my agency, I realized that the best way to secure a client never leaves me is to help with them with all aspects of insurance. At the time I could not afford to build my own ...

Alan V.

Indianapolis, Indiana

“After building my CPA business, I started noticing that my clients were getting different recommendations from many different advisors. Some of the advisors represented only a couple companies and were not doing what was in the best interest of my ...