KBM Consulting, LLC
About
KBM Consulting, LLC is a premiere consulting firm that specializes in providing turnkey solutions for life insurance, disability and long-term care insurance, and tax planning. With nearly 290+ years of combined experience, our team of knowledgeable experts is dedicated to acting as an immediate virtual extension of your team. Why Choose KBM?
At KBM, we understand the need for flexible back-office support and pride ourselves on our ability to collaborate with our clients in a time-sensitive fashion.
Our turnkey solutions simplify complex financial matters by providing expert advice and support on a variety of services, including but not limited to: - Case Design - Case Management - Client Services - Licensing and Contracting - Commission Tracking - Special Projects Our commitment to providing high-quality services is reflected in our client relationships.
We work with large producer groups, BGAs and insurance distribution groups, advisors and professionals, and we value each and every relationship we build. Case Studies KBM has successfully completed a variety of case studies across a wide range of industries. Our innovative solutions and unique approach to problem-solving have helped our clients achieve financial success time and time again.
Browse our case studies to learn more about how we can assist your firm in achieving its goals. Careers We are always looking for individuals to join our team who are dedicated to providing exceptional service and value to our clients. Check out our available positions to learn more about how you can become a part of our growing team. Contact Our office is located at 1850 William Penn Way, Suite 208, Lancaster, PA 17601.
Feel free to give us a call at (717) 435-8144 or shoot us an email at info@kbmconsultingllc.com. We are always happy to answer any questions you may have. Membership We are proud members of the Financial Services Professional (FSP), American Institute of Certified Public Accountants (AICPA), Women Owned, and Finesca. At KBM Consulting, LLC, we value your privacy. Please review our privacy policy for more information.
Elevate your firm with knowledgeable, flexible back-office support. Schedule a call with us today and see for yourself why so many businesses choose KBM as their preferred consulting firm.
Growth
Socials
Website
Founded
-
Operating Status
Active
Industry
Large Producer Groups
Brokerage General Agencies (BGAs)
Advisors & Professionals
headquarters
Address
Country
Employees
9
Key People
()
Services
Case Design
Case Management
Client Services
Licensing & Contracting
Commission Tracking
Revenue
Operating Income
Stock Price
Why Setting Up a Virtual Delivery Center (VDC) Is Critical for Your Company’s Success
Achieving business success in today’s competitive landscape requires specialized expertise, seamless operations, and continuous innovation. Establishing a Virtual Delivery Center (VDC) can transform your company’s growth journey by ensuring efficiency, scalability, and long-term value.
Why Choose a VDC for Your Company?
1. Cost Optimization:
Save up to 70% on operational costs by leveraging remote teams and streamlined processes.
2. Expert Access:
Gain instant access to highly skilled professionals, ensuring faster and smoother project execution.
3. Scalable Teams:
Scale your team as business needs evolve, from initial project setup to long-term support.
4. Accelerated Timelines:
Leverage 24/7 global teams to reduce project delays and speed up implementation.
5. Continuous Support:
Ensure uninterrupted business performance with ongoing maintenance and updates.
Unlock Business Success with a VDC By establishing a VDC, your company can overcome operational challenges, achieve seamless system integration, and maximize ROI. Stay ahead in today’s dynamic market with a future-ready business strategy powered by a Virtual Delivery Center. Learn More About Us
Book A Meeting To Setup Your VDC
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KBM Consulting, LLC
-
Website
-
Founded
-
-
Number of employees
9+
About KBM Consulting, LLC
KBM Consulting, LLC is a premiere consulting firm that specializes in providing turnkey solutions for life insurance, disability and long-term care insurance, and tax planning. With nearly 290+ years of combined experience, our team of knowledgeable experts is dedicated to acting as an immediate virtual extension of your team. Why Choose KBM?
At KBM, we understand the need for flexible back-office support and pride ourselves on our ability to collaborate with our clients in a time-sensitive fashion.
Our turnkey solutions simplify complex financial matters by providing expert advice and support on a variety of services, including but not limited to: - Case Design - Case Management - Client Services - Licensing and Contracting - Commission Tracking - Special Projects Our commitment to providing high-quality services is reflected in our client relationships.
We work with large producer groups, BGAs and insurance distribution groups, advisors and professionals, and we value each and every relationship we build. Case Studies KBM has successfully completed a variety of case studies across a wide range of industries. Our innovative solutions and unique approach to problem-solving have helped our clients achieve financial success time and time again.
Browse our case studies to learn more about how we can assist your firm in achieving its goals. Careers We are always looking for individuals to join our team who are dedicated to providing exceptional service and value to our clients. Check out our available positions to learn more about how you can become a part of our growing team. Contact Our office is located at 1850 William Penn Way, Suite 208, Lancaster, PA 17601.
Feel free to give us a call at (717) 435-8144 or shoot us an email at info@kbmconsultingllc.com. We are always happy to answer any questions you may have. Membership We are proud members of the Financial Services Professional (FSP), American Institute of Certified Public Accountants (AICPA), Women Owned, and Finesca. At KBM Consulting, LLC, we value your privacy. Please review our privacy policy for more information.
Elevate your firm with knowledgeable, flexible back-office support. Schedule a call with us today and see for yourself why so many businesses choose KBM as their preferred consulting firm.
Why Setting Up a Virtual Delivery Center (VDC) Is Critical for Your Company’s Success
Achieving business success in today’s competitive landscape requires specialized expertise, seamless operations, and continuous innovation. Establishing a Virtual Delivery Center (VDC) can transform your company’s growth journey by ensuring efficiency, scalability, and long-term value.
Why Choose a VDC for Your Company?
1. Cost Optimization:
Save up to 70% on operational costs by leveraging remote teams and streamlined processes.
2. Expert Access:
Gain instant access to highly skilled professionals, ensuring faster and smoother project execution.
3. Scalable Teams:
Scale your team as business needs evolve, from initial project setup to long-term support.
4. Accelerated Timelines:
Leverage 24/7 global teams to reduce project delays and speed up implementation.
5. Continuous Support:
Ensure uninterrupted business performance with ongoing maintenance and updates.
Unlock Business Success with a VDC By establishing a VDC, your company can overcome operational challenges, achieve seamless system integration, and maximize ROI. Stay ahead in today’s dynamic market with a future-ready business strategy powered by a Virtual Delivery Center. Learn More About Us
Book A Meeting To Setup Your VDC
