There is a good reason why a CPA is considered their clients most Trusted Advisor. Think about the questions they get asked: What will be the capital gain tax if I sell my second home? Should I start taking social security now or wait until later? What is the Net Investment tax I am paying on my investments? Can...

Search no further. The essential guide to Partnering with CPAs and Tax Professionals is here. Download your copy today to learn how you can bring unprecedented value and insights to CPAs and their firms and help them identify key clients for wealth management solutions. How can I help CPA firms expand...

Brightbox Systems is helping life insurance producers and financial advisors build new strategic partnerships with property casualty and health agencies, banks, credit unions, mortgage firms and associations.  It’s also helping those with existing strategic partnerships move beyond the infrequent...

Did you know property casualty agencies typically operate on a 30% close rate? That means it likely takes an agency 10,000 leads to acquire 3,000 clients. That’s 10,000 marketable leads you could access from a single strategic partnership with a property casualty agency. Opportunity in the Property...

With the championship on the line, you want to be sure you’ve got the right combination of plays and the key personnel in the game to provide your team with the best chance to win. You’ve got the ball, with no time-outs left and your team is driving towards the opposition’s end zone with one-shot...

What if technology worked for you? Worked to increase your revenue, your qualified leads, and even your productivity? Would you unleash it? Brightbox Expand will do the work, so you don’t have to. Brightbox is an automated, lead generation marketing platform that is specifically designed to help...

What if technology worked for you? Worked to increase your revenue, your qualified leads, and even your productivity? Would you unleash it? Brightbox Expand will do the work, so you don’t have to. Brightbox is an automated, lead generation marketing platform that is specifically designed to help...

What if technology worked for you? Worked to increase your revenue, your qualified leads, and even your productivity? Would you unleash it? Brightbox Expand will do the work, so you don’t have to. Brightbox is an automated, lead generation marketing platform that is specifically designed to help...

What if technology worked for you? Worked to increase your revenue, your qualified leads, and even your productivity? Would you unleash it? Brightbox Expand will do the work, so you don’t have to. Brightbox is an automated, lead generation marketing platform that is specifically designed to help...

Times are changing.  Maybe it’s evolution, or maybe it’s just technology.  We know there is a constant evolution of marketing technology and we are at the forefront by bringing you Brightbox Expand. Brightbox Expand provides you with everything you need to experience the agency sales growth...