- Increase revenue — by capturing more opportunities with new and existing relationships.
- Attract ideal prospects — by serving higher-net worth and higher-income clients with advanced planning expertise and support.
- Shorten sales cycle — closing gaps with our proactive case management and outreach.
- Create a competitive advantage — delivering comprehensive service and support.
- Increase client service, Referrals & Retention — exceptional service is something everyone loves to talk about!
- Save time — Skip the hassle of hiring and training staff, and focus on meeting new prospects.
- Reduce staffing overhead — Scale your business efficiently without in-house costs.
- Gain confidence — Lean on our experienced back-office team to help you shine in front of clients.
At KBM Consulting, we offer a range of insurance and tax-planning support.
- Case Design
- Case Management
- Client Service
- Licensing & Contracting
- Commission Tracking
- Special Projects
You can choose any combination of our services to suit your needs. From case design to client service, we’re here to assist you every step of the way in issuing and maintaining life insurance policies.
Yes, we offer agreements to fit each of these needs. Whether you need short-term project help, part-time support, or full-time engagement, KBM provides flexible solutions without the overhead of managing in-house staff.
Yes, our minimum service requirement is 10 hours per week or 40 hours per month for hourly or monthly arrangements. This ensures we can allocate the dedicated resources needed to provide quality staff and effective results.
Yes, for ongoing service plans, you will be assigned a dedicated consultant as your primary point of contact. You will also have access to our entire team’s collective expertise, based on your service agreement.
We seamlessly integrate with your existing technology, including VPNs, Office 365, and your email provider, ensuring a smooth setup alongside your technology vendor.
We prioritize the security of your data with strict ethical practices and advanced technology, including:
- Firewall
- Encrypted email
- Required confidentiality agreement for all consultants
- Multi-authentication set up for KBM email
- Remote monitoring agent and anti-virus software on all KBM devices
- Background checks, licensure, and E&O insurance for all consultants
We offer flexible fee options:
- Project-Based Fees: Best for short-term, defined tasks with no long-term commitment.
- Hourly/Monthly Fees: Provides ongoing support with predictable costs. Blended rates are available for added convenience.
- Hybrid Compensation (including commission splits): Ideal for minimizing upfront costs, aligning our compensation with your success.
Our flexible structure ensures you get exactly the support you need, tailored to your business.
Blended rates let you combine multiple services under one fee, simplifying billing and maximizing value across services like case management, underwriting, and client service. This means you get the tailored support you need without the complexity of managing separate contracts.
Yes, we charge a one-time onboarding fee, typically ranging from $750 to $1,500, based on your specific needs.