Advanced support. Flexible solutions.
Ready to Save Time, Earn More and Deliver Exceptional Service through Expanded Insurance and Tax Planning Support?
Discuss your business needs
At KBM Consulting you can choose one or any combination of services to fit your changing needs:
- Basic Case Design
- Advanced Case Design
- Case Management
- Basic Client Services
- Advanced Client Services
- Licensing & Contracting
- Commission Tracking
- Special Projects
- Financial Administrative Services
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.
Create a flexible, customized service plan
Based on the areas of interest, our service plan will be tailored to deliver the exact hassle-free, solutions-driven support you need.
Compensation models will be created to align with your objectives, and may include:
- Hourly
- Monthly Fee
- Hybrid Compensation
- Or a Combination of the Above
Meeting Your KBM Team member
Based on the services you selected, and the hours needed, we assign a member of our team. Given the expertise of KBM’s staff, beyond learning your specific processes, training will not be necessary. They will integrate seamlessly and become an extension of your team.
Given the flexibility of our service agreements and hours, our team structure is equally adaptable. Should the initially assigned KBM team member prove to be an unsuitable match, we will promptly reassign another qualified team member to best support your needs.
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. 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:
- SmartOffice
- Redtail Technology
- Salesforce
- VAM dB
- Swivel
- AgencyIntegrator
- Prism
- Paperclip
- iPipeline
- BluePrint
- eStreet
- eMoney Advisor
- DocFast®
- Paperclip
- ShareFile
- Box
- Wealthbox
- Carrier Illustration Software
- VitalSales Suite
- Vital Signs
- Vital Quote
- Winflex