Turnkey back-office support
Would you like to set your insurance placement process on autopilot? Depend upon our knowledgeable and experienced team to oversee and manage the full execution of your life insurance services, or just the areas you need help:
Save Time. Shorten Your Sales Cycle. Increase Client Satisfaction.
Issuing and maintaining life insurance policies can be a time-consuming and tedious process. At KBM Consulting, we are able to efficiently operate behind the scenes or as a white-labeled extension of your team. We work directly with your clients on your behalf based on your preference established during the onboarding process.
Case management services may include:
- Preparing applications
- Proactively managing communications from underwriting to policy delivery
- Coordination of informals & formals
- Ordering exams and medical records
- Scheduling exams for clients
- Shopping a case
- Negotiating with carriers on underwriting offers
- Experienced case managers navigating large complex cases with advanced underwriting needs