Back-Office Support

Building a successful insurance business requires agility and expertise, and those don’t come easily or inexpensively.

At M Partners, our back office support allows you to react quickly to negotiate and close deals.

From generating proposals to working as your direct carrier liaison, our decades of experience allow us to help your business succeed.

Our Back Office Support

​Our team has worked with major insurance carriers for decades, and we do a high volume of business every year. This gives us expert insight into what helps businesses like yours (and ours) thrive. If you want to skip the lengthy and tedious getting-to-know-you process with major insurance carriers and streamline the quote and proposal process, we are here to help.

  • Assistance With Tracking for Your Business: It’s one thing to know what you should do, and it’s another to successfully do it. We are here to serve as a resource for you and ensure that you are headed in the right direction.
  • Quote Sheets: Quote sheets can be cumbersome to prepare, and they slow down the sales process. Furthermore, how can you know that you are getting the best rate? We can assist in creating quote sheets so that you can rapidly present carrier comparisons.
  • Proposal Generation: Creating proposals is another burdensome part of finding the perfect insurance solution for your clients. Our proposal generation tools make it simple to put your best foot forward and meet client needs quickly.
  • Direct Carrier Liaisons: We serve as a go-between for brokers and carriers, which allows us to use our established relationships and expertise to the advantage of all of our clients.
  • A Single Point of Contact for Your Questions: Every insurance carrier has different rules of the road, and we have mastered them to the best of our abilities. When you take advantage of our back office support, you get a single point of contact for all of your questions, so you never need to worry about re-explaining your situation to someone new.

​Just like with our underwriting services, we are here to work with you and cultivate an environment of partnership and not ownership. We are here to help you grow alongside us.

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