“I’ve been a P&C Broker 20 years. Before meeting the Back Office Advisory Desk team I was always worried about recommending the wrong product or solution to my client on the Life, Health and Retirement product lines. The Back Office ...
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Generate additional income for your practice by building a Life, Health, and Retirement division with no added expense or training required. We help lawyers and attorneys gain more control of their referral programs through our partnership platform.
Our team puts in the time and energy to maximize your opportunities within your loyal client base so you can focus on acquiring new customers. Gain access to our custom-built CRM that allows you to track all of your clients so you never need to wait for a return phone call or an envelope with a “thank you” gift card.
By plugging into the BOAD platform and white-labeling our process as your own, you can instantly help your existing and future clients with all of their insurance needs.
How We Help Lawyers & Attorneys
Marketing
Our vast selection of marketing material and services allow you to construct your brand with no extra cost or hassle.
- Automated Monthly Newsletters
- Access to Marketing Pieces and Programs
- Access to Flyers, Presentations, and Books
Training
Gain access to the top industry training programs to help you navigate new products, concepts, and services.
- In-house Mentors
- Digital Training Programs
- Workshop Selling System
Technology
We offer a full suite of industry-specific technology that enhances your customer service and boosts your productivity.
- Electronic App Platform
- Health & Retirement Planning
- Financial Expense Planning
Back Office
We work with you to execute strategic opportunities, find carriers and products that best suit your needs, and provide assistance with financial underwriting.
- Executive Benefits Planning
- Care Planning
- Deferred Compensation Plans
What Property and Casualty Agents Are Saying About BOAD
Our Partners
