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Back Office Advisory Desk

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United States
Riverside, CA
Back Office Advisory Desk

More than products and contracts, Back Office Advisory Desk is 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.

08/09/2024

Elevate your brand and stand out in the competitive market with Back Office Advisory Desk's comprehensive marketing services! 🚀 Our suite of tools is designed to enhance your company’s image and propel your career forward without stretching your budget. Here’s what we offer:

🎨 Marketing Support: Access a vast vault of marketing pieces and programs, enabling you to build your reputation nationwide without the hassle of design or compliance issues.

📈 Automated Monthly Newsletters: Engage your audience consistently with our easy-to-use automated newsletter system, keeping your prospects informed and turning them into loyal customers.

🖌️ In-House Design Team: Personalize your marketing materials with your name, logo, and more, ensuring your message resonates clearly and effectively with your target audience.

🏷️ Point of Sale Material: Simplify your presentations with our clear and user-friendly sales materials, prepared to help you deliver with confidence across products like Medicare, Long-Term Care, and Annuities.

🖨️ Private Print Shop: Our own print shop partners with a top printing company to offer you high-quality marketing collateral at low costs and fast delivery, from EDDM postcards to personalized thank you cards.

🌐 Branding Expertise: Our branding experts work closely with you to develop a unique brand identity that cuts through the noise, ensuring consistency across all mediums.

Transform your marketing approach and grow your agency with the professional edge it deserves. Discover more about our services and how we can help you shine: https://www.boadesk.com/marketing-services

08/07/2024

Boost your agency’s capabilities with Back Office Advisory Desk! We partner with agency owners to prepare and enhance your firm for any scenario. Here’s how we support your growth:

🤝 Dedicated Consultants: Work closely with our expert consultants for tailored case design, strategic product positioning, and finding the optimal product solutions for any client need.

📈 Expansive Product Access: Leverage our relationships with over 100 insurance carriers to diversify and expand your product offerings, including annuity, life, Medicare, Group Health, and Long Term Care.

🛠️ Custom Support Solutions: Benefit from additional support during special promotions or staffing shortages. We also offer customized features like a dedicated 800 line tailored to your firm’s specific process preferences.

Partner with us and take your agency to new heights with seamless support and expert guidance tailored just for you. Learn more about our partnership opportunities: https://www.boadesk.com/agency-owners

07/12/2024

Leverage the power of Back Office Advisory Desk's comprehensive services to boost your business efficiency and growth! 🚀 Our Back Office services act as an extension of your firm, allowing you to focus more on generating leads and serving clients while we handle the intricate details. Here’s how we can support your operations:

📊 Advanced Case Design: We offer expert assistance in a variety of complex case design areas including business and estate planning, executive benefits, charitable strategies, and more, aligning with the best carriers and products to meet your needs.
📝 Automated Monthly Newsletters: Enhance your marketing efforts with our automated newsletters, designed to keep your clients informed and engaged, turning prospects into loyal customers.
🏅 Top Contracts: Gain a competitive edge with access to premium contracts in the industry, ensuring you receive the compensation your production deserves.
🔄 Business Processing and Tracking: With our customized submission and tracking systems, manage your business more effectively, ensuring faster client coverage and quicker ROI.

Our goal is to free up your time from administrative burdens so you can concentrate on what you do best—growing your business. Discover the full range of our Back Office services and see how we can help you excel: https://www.boadesk.com/back-office/

05/07/2024

Streamline your operations with Back Office Advisory Desk's cutting-edge technology services! We provide a full suite of tools designed specifically for financial and insurance professionals, ensuring you deliver top-notch customer service while simplifying your administrative and product management processes. Here’s a snapshot of what our technology can do for you:

🔍 Medicare Planning: Easily access and manage all your Medicare quotes in one place with our turnkey Medicare quoting engine, ensuring you always offer the most cost-effective options.

💼 Final Expense Planning: Eliminate underwriting complexities with our advanced final expense quoting engine, providing all necessary information to ensure you deliver accurate solutions.

📊 Prudent Retirement Planning: Assist your clients in visualizing their financial futures with our comprehensive retirement income planning software, perfect for detailed strategy sessions and comparisons.

🗂️ Custom Agency Management System: Our tailored system integrates your marketing efforts, client management, and administrative tasks into one efficient platform, enhancing your operational flow.

📈 Firm-Level Performance Visibility: Get detailed reports on revenue mix, sales performance, and client preferences to strategically drive business growth and improvements.

🖥️ Electronic App Platform: Partner with leading e-app platforms for a streamlined process in tracking and managing your business effectively.

💰 Empowered Annuity Purchases: Use our lifetime income benefit calculator to easily compare annuity product features, helping you guide clients towards financially sound decisions.

Discover how our technology services can transform your business operations and increase your efficiency. Learn more about what we offer: https://www.boadesk.com/technology/

05/03/2024

At Back Office Advisory Desk, we believe our commitment to integrity, excellence, and making a meaningful impact sets us apart. Here’s what we stand for:

🏆 Act with Integrity: We maintain the highest standards of business conduct, treating everyone honorably and taking full responsibility for our actions. For us, the right way is the only way.

🌍 Make a Difference: Our team leads by example, not just serving our clients but also enriching our community. We’re dedicated to delivering value and positive change wherever we can.

🚀 Deliver Excellence: We continuously educate ourselves to surpass our clients' expectations and demand the best from ourselves, ensuring we always deliver top-notch service.

🤝 Be Open: We’re here for you. Our approach is to listen intently, ask meaningful questions, demonstrate empathy, and consistently follow through on our promises.

At Back Office Advisory Desk, these are the principles we live by every day. Learn more about our commitment to excellence and integrity: https://www.boadesk.com/why-boad/

04/25/2024

Empower your financial future, ladies! 💼🌟 This blog, "Women and Retirement: 4 Steps to Planning a Secure Financial Future," offers crucial steps for women to take charge of their retirement planning. Here’s what you’ll learn:

1️⃣ Identify Your Long-Term Goals: Start with a clear vision and create a detailed retirement timeline to build and maintain momentum towards your dream retirement.

2️⃣ Stay Educated: Understand the essentials of social security, IRAs, and 401(k)s. Knowledge is power—stay informed to make the most of your retirement tools.

3️⃣ Automate Your Investments: Simplify your savings and ensure consistency by automating contributions to your retirement accounts, a hassle-free way to secure your financial independence.

4️⃣ Plan for Long-Term Care: Consider the costs of long-term care, crucial for planning as women typically live longer. Proactive planning helps avoid financial stress in later years.

Ready to take control of your retirement planning? Dive into our blog for a comprehensive guide tailored for women seeking a secure financial future:

https://www.boadesk.com/blog/women-retirement-planning

04/23/2024

Expand your legal practice with Back Office Advisory Desk! Our partnership platform is designed to help lawyers and attorneys effortlessly establish a profitable Life, Health, and Retirement division without additional expenses or training.

📈 Enhance Control: Gain more control over your referral programs and maximize opportunities within your existing client base, allowing you to focus on attracting new clients.

🛠️ Custom-Built CRM: Utilize our advanced CRM to keep track of all client interactions efficiently. Say goodbye to waiting for callbacks or thank you notes and streamline your client management.

🔗 Seamless Integration: By integrating with the BOAD platform and adopting our white-labeled processes, you can immediately address all your clients' insurance needs under your brand.

Transform your legal services and provide comprehensive support to your clients. Discover the benefits of partnering with us today: https://www.boadesk.com/lawyers-and-attorneys/

04/18/2024

Navigating Medicare vs. Veterans Affairs coverage? This blog answers your most pressing questions! 📘💬 Many veterans approaching Medicare eligibility wonder how their VA benefits align with Medicare. Here’s a glimpse of what you’ll learn:

🔹 Medicare Enrollment: While not mandatory, enrolling in Medicare alongside VA benefits can provide comprehensive healthcare coverage nationwide.
🔹 Costs of Medicare: Most veterans qualify for premium-free Part A, but should consider the timing of Part B enrollment to avoid higher costs.
🔹 Prescription Coverage: VA benefits cover prescriptions sufficiently, making Part D unnecessary unless you leave the VA system.
🔹 Medicare Advantage: A low-cost way to expand your coverage, Medicare Advantage plans can be a smart addition for veterans seeking extra protection.
🔹 Medigap Benefits: Supplement your Medicare and VA coverage with Medigap for a more extensive healthcare safety net.

Understanding both systems can maximize your benefits and ensure you’re fully covered. For more details and to get all your questions answered, read our full blog here: https://www.boadesk.com/frequently-asked-questions-medicare-vs-veterans-affairs/

04/16/2024

Expand your accounting practice with Back Office Advisory Desk! We specialize in helping accountants and CPAs add valuable Life, Health, and Retirement services to their offerings, all without extra costs or extensive training.

🔗 Seamless Integration: Utilize the BOAD platform to integrate comprehensive insurance solutions into your service portfolio seamlessly. White-label our processes to make them uniquely yours and immediately enhance your client services.

📈 Tailored Product Lines: Our team collaborates with you to identify and implement the perfect product lines that complement your practice, boosting your firm’s profitability and service quality.

🚀 Strategic Marketing Support: We provide targeted marketing strategies to ensure that your new service offerings translate into tangible benefits for your bottom line.

By partnering with BOAD, you can provide your clients with informed, unbiased advice on 401k rollovers, SEP IRAs, and more, helping them achieve their financial goals while also growing your practice. Learn how to get started: https://www.boadesk.com/accountants-cpas/

04/12/2024

Discover effective strategies to reduce workplace stress with our latest blog post! 🌟 In honor of Stress Awareness Month, we outline four practical approaches to help you and your team remain calm and productive:

1️⃣ Practice Self-Care and Relaxation: Incorporate self-care routines into your week, prioritize sleep, enjoy fun activities, and adopt relaxation techniques like meditation and deep breathing to manage stress effectively.

2️⃣ Prioritize Your Work: Learn to manage your workload by creating a structured to-do list, breaking down large tasks, and planning your week in advance to enhance focus and productivity.

3️⃣ Outsource for Support: Partner with firms like ours to alleviate burdensome tasks. Outsourcing can provide essential support, empowering your team with additional resources and expertise to boost efficiency.

4️⃣ Revamp Your Work Environment: Modify your workspace to foster a productive and enjoyable atmosphere. Small changes, like improving your desk space or adding plants, can significantly decrease stress levels.

For more detailed insights and tips on managing workplace stress, read our full blog here: https://www.boadesk.com/4-strategies-to-relieve-workplace-stress/

04/10/2024

Our dedicated team is here to amplify your existing client relationships, enabling you to attract new customers with a broader range of services. Benefit from:

✨ Comprehensive Support: Access expert assistance in marketing, product design, underwriting, and strategy implementation.

🔗 Seamless Integration: Leverage the BOAD platform to effortlessly incorporate Life, Health, and Retirement solutions into your portfolio.

🏷️ Customized Solutions: White-label our processes, making it simple to meet all your clients' insurance needs under your trusted brand.

Elevate your agency by providing a one-stop solution for all insurance requirements. Discover how partnering with BOAD can transform your business: https://www.boadesk.com/property-and-casualty-agents-agencies/

04/04/2024

Discover how to secure your financial future without overpaying! 🌟 This blog dives into the essential planning strategies to navigate life's uncertainties with confidence. Learn the key plans you shouldn't overlook to achieve peace of mind and protect your loved ones' financial well-being. From life to financial planning, we guide you through ensuring your goals are met efficiently, without the burden of unnecessary costs.

Start planning smarter today and keep your financial future bright and secure. Read more: https://www.boadesk.com/how-to-help-your-clients-from-overpaying/

Address

4193 Flat Rock Road
Riverside, CA
92505

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+18336872623

Website

https://boadesk.com/

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