The Back Office Advisory Desk Difference

Technology

Our focused suite of technology empowers financial/insurance professionals ...

Marketing

Marketing Support With our managing partners spending the ...

Training Platform

Coaching Calls Just as we all know, have ...

What We Do

We are experts in this industry with over 80 years experience. What that means is you are going to get right solution.

Business growth

We all have the option to choose our partners in all avenues of life. BOA Desk believes that as your partner it is our sole purpose to help add to your bottom line, increasing your revenue.

Sustainability

Our platform is a you win we win relationship. With top level contracts and relationships in the industry we believe that sharing in the growth of the company will build and maintain long mutually beneficial relationships.

Performance

Performance and Customer service is one of our top priorities. We will always push the limits to far surpass any expectations you have. Also keeping in mind that we are human and welcome feedback from our partners in areas we can improve and better serve.

About us & FAQ's

Why Back Office Advisory Desk?


Products and Contracts are everywhere. What we have found over the years is that our partners need more than just that just products and contracts. What most of us are in search for, is a True partnership opportunity. A relationship that is mutually beneficial to both sides. One that will give support and training when needed, Constant marketing content to help drive clients and purchase decisions, along with Valuable guidance to make the most out of everyone client relationship you have. That is where the Back Office Advisory Desk come in, we are your support system. You can lean on us in whatever way is beneficial to your agency and we will hold you up. Contact us to learn more about adding the Back Office Advisory Desk to your team.

Is there a cost to doing business with Back Office Advisory Desk?

What product lines can you help with?

We work with the following markets – Medicare – Long Term Care – Group Health Care – Group Life Insurance – Life Insurance – Final Expense – Part D Plans – Annuities – Ancillary Benefits – Self Funding Plans – ...

Can I have Material be branded to my agency?

Yes, we can white label almost all of our marketing material to keep the brand of your agency intact.

Can I have downline agents work with me?

Yes, we have the ability to create hierarchies on each carrier. Some allowing us to go with as many as 14 levels.

testimonials

Our Partners

Subscribe to our mailing list!