Advanced support. Flexible solutions.

Ready to save time, earn more and deliver exceptional service through expanded insurance and tax planning support?

How we work:

number 1

Discuss your business needs

At KBM Consulting you can choose one or any combination of services to fit your changing needs:

Where do you need immediate help? What volume of support do you need?

Some clients have temporary growing pains or staff coverage challenges. Others recognize the value of having an experienced, collaborative support team without the hassle of management oversight or the cost of W-2 employee overhead. Either way—we are here to help.

Together, we will assess your needs on our introductory call. From there, we will send a detailed recap to confirm we have captured an accurate scope of work.

discuss your business needs

Create a flexible, customized service plan

number 2

Create a flexible, customized service plan

Based on the areas of interest, our service plan will be designed to deliver the exact hassle-free, solutions-driven support you need.

Compensation models will be created to align with your objectives, and may include:

  • Project Based
  • Hourly/Monthly Fee
  • Hybrid Compensation
  • Or a Combination of the Above

number 3

Establish client on-boarding preferences

Once we are in agreement for the terms of engagement, we will establish workflows and communication preferences to operate seamlessly and proactively on your behalf.

This may mean staying behind the scenes as your secret weapon; however, it often includes white labeling our services to act as a direct extension of your team. This enables us to work directly with clients on your behalf to facilitate insurance case placement and servicing.

Competent. Customized. Efficient.

Our team is well versed in the leading technologies to hit the ground running within your existing infrastructure, including but not limited to:

  • Smart Office
  • Salesforce
  • Prism
  • iPipeline
  • eStreet
  • Paperclip
  • Carrier Illustration Software
  • VitalSales Suite
  • Vital Quote
  • Winflex
  • BluePrint

Establish client on-boarding preferences

number 4

Send us your projects and cases!

With all your preferences established, we will be ready when you need us! As your needs change over time, we will be responsive and able to adapt to serve your vision and ongoing success.

“We have utilized a variety of consulting services from KBM Consulting. They have been a tremendous asset to our firm, helping us to increase our sales and productivity through advanced and basic case design, underwriting, commission tracking, client services, licensing and contracting, and employee training. They provide prompt and professional services giving us the utmost confidence and truly serve as an extension of our team.”

– Andrew Serzan, CLTC
Principal, Head of Private Client & Executive Life Insurance
OneTeam Financial, LLC

Schedule a Call

Ready to fuel your exponential growth through the power of outsourcing? Let’s discuss your business needs and how we can help you.

Schedule Now