Where sophisticated professionals turn for trusted insurance and tax-planning solutions.

Increase revenue. Reduce overhead. Attract ideal prospects.

Adding and increasing insurance sales is a common goal among successful professionals, from attracting and serving high net worth clients to increasing client satisfaction and firm revenue.

Whether you’re trying to manage your cases or understand the latest product knowledge, or working to attract, hire, and retain qualified staff can prove challenging—draining you of valuable time, money and energy.






trusted advisor

Be the trusted advisor your clients deserve.

Whether you are a large producer group, brokerage general agency (BGA), insurance distribution group, advisor or other professional, KBM Consulting, LLC delivers virtual, scalable back-office solutions for:

  • Tax Planning
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance

Your key to exponential growth.

  • Flexible service agreements
  • Ability to white label services to act as a direct extension of your team
  • Strict ethical standards & commitment to quality, confidential service

With 300+ years of combined experience, count on our team of knowledgeable experts to act as an immediate virtual extension of your team to deliver quality and reliable service in one or all of the following areas:

Our job is making you look brilliant.

exponential growth

“KBM Consulting has been an invaluable resource for my practice and our firm. Karen & her team have extensive industry knowledge, insight, and experience with respect to concepts, products, design, and underwriting. They know how to “get it done;” therefore, they’ve been an integral part of our team.”

– Ronald J. Greenberg AEP®, MRFC®, CLU
Founder & Principal
Eagle Rock, A Greenberg & Rapp Company

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

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