Founded in 1987, The Contract Source & Submissions Group operates as a premier business process outsourcing (BPO) partner for financial advisors and insurance professionals. The company's core mission is to streamline the administrative and submission processes for annuity and life insurance contracts, allowing advisors to focus on their clients. Their services include comprehensive case management, pre-sale support, application scrubbing and submission, and licensing and contracting assistance, effectively acting as an external back office to increase efficiency and accuracy for their partners.

Founded in

United States