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Put more time into generating leads and serving your clients. Our Back Office services act as an extension of your business by taking time-consuming tasks off of your plate, such as running illustrations, researching products, and finding all of the right paperwork, so you can focus on growing your business.
Our Back Office Services
Advanced Case Design
We provide technical assistance and training for a wide range of advanced case design needs. Our team works with you and your producers in executing these strategies, align them with carriers and products that best suit your needs, and provide assistance with Financial underwriting. Some of our advanced market capabilities include, but are not limited to:
- Business and Estate Planning Solutions
- Executive Benefits Planning
- Executive Bonus (SPlit DOllar $ COLI/BOLI)
- Charitable Planning Strategies
- Defined Benefits Plans
- Deferred Compensation Plans
- Wealth Transfer Planning
- Premium Finance Strategies
- Care Planning
- Policy Analysis & Review
Automated Monthly Newsletters
To help you scale your marketing efforts, we offer automated monthly newsletters that you can create, schedule, and send to your database. Provide your prospects with the information they need to be turned to customers while giving your customers the latest news and updates to stay informed.
Top Contracts
Back Office Advisory Desk gives you a competitive edge by providing some of the best contracts in the industry, including companies that are known, allowing our partners to differentiate themselves from their competitors and making sure they are receiving the compensation their production deserves.
As you centralize your contracts and business, we periodically review that you have the highest contract the carriers will give. Your success is our success and an open transparent system is the best way we know to build long-term mutually beneficial relationships.
Business Processing and Tracking
To ensure you’re always on top of your new business opportunities, we have built our own submission and tracking process. By having your business issue faster, you and your agency can get your clients covered quicker and see the return on your investment instantly.
See How to Leverage Our Back Office with a Demo
Fill out the form to schedule a demo of our back office and discover new opportunities to enhance your processes.