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A Whole New Way of Thinking about - Your Back Office

What do You Need to Build Your Business?

  • Marketing: New Leads • More Prospects • Better Prospects • Advertising • Branding
  • Processing: Client Applications • Carrier Submissions • Underwriting • Delivery to Clients
  • Administration: Client Support • Issue Resolution • Plan Changes • Staff Supervision
  • Renewal: Re-Selling • New Product Offerings • Case Designs • Proposals • Applications
  • Accounting: Bookkeeping • Commission Tracking • Reconciliations • Bill Paying • Taxes
  • Technology: More • Better • Different • Online Enrollments • Client Portals

Imagine the Possibilities

Whatever your primary line of business all Advisors have the same basic needs. IBG-BMC provides Advisors with the foundation needed to build a broader based business with greater upward potential.

The ability to offer clients custom solutions that your competition does not have access to

The ability to call upon a seasoned advanced market team to assist in case design and client

presentations so that you don't need to become an expert on other products and strategies.

The ability to take new solutions to existing clients

Having a broader range of services available to compete against larger agencies

Having access to a technology infrastructure typically only available to much larger firms

Having access to a back office administrative infrastructure to relieve you of time consuming

paperwork, tracking and support


"If I had asked the public what they wanted, they would have said a faster horse."

Henry Ford
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