M Financial Group has launched a new capability to enable Member Firms to focus more intently on building client relationships and providing ongoing guidance to ensure clients’ specific needs are met.
Launched as a pilot program in April 2025 and followed by a scaled rollout to Member Firms by year-end, M’s Back Office Solutions (BOS) offers Member Firm support services including plan design, product analysis, case management and new business, and in-force policy review.
“We are really excited to launch our Back Office Solutions, powered by M; it’s focused on everything that helps a firm succeed,” said Brooke Zrno Grisham, SVP, Member Firm Services. “It’s been really exciting to see how the Member Firms have received Back Office Solutions. There is a need for this in the industry.”
M’s BOS, Brooke noted, empowers Member Firms to focus on client relationships, creates economies of scale, and enables the sharing of best practices — from sales ideas to planning techniques — across M’s Member Firm network.
“The feedback on our Back Office Solutions offering has been exceptional,” said Russell Bundschuh, M Financial President & CEO. “I'm confident M now has the best offering of back-office support anywhere in the industry.”
Member Firm participants in the BOS pilot program offered robust feedback about their experiences.
“We have been very pleased with our BOS experience,” noted Edmund Perry, Principal of Member Firm RockBridge Group, LLC, in Birmingham, Alabama. “The BOS Case Management team is professional, thorough and — maybe most importantly — they keep cases moving. They’re good people and good to work with. Instead of a vendor, we view BOS as a seamless extension of the team. We have complete confidence in BOS.”
"We had a tight turnaround on an initial client presentation for a sensitive and significant insurance opportunity,” commented Charles Bergamo, a Marketer at M Member Firm Gateway Financial Group, Inc., in Pittsburgh, Pennsylvania. “The BOS team delivered an elevated, client-ready slide deck that laid a strong foundation for our presentation to the client and their team.”
“BOS is a major difference maker and asset to our firm, ”said Jim Erben, Principal of Member Firm Erben Associates in Austin, Texas. “Thankgoodness we are in the pilot.”
About M Financial Group
With more than 140 Member Firms across the United States and in the United Kingdom, M Financial Group is one of the nation's leading financial services design and distribution companies. Since 1978,M Financial's network of independent insurance and executive benefit firms has served the needs of high-net-worth individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.
For more information, please contact M Financial's Marketing & Communications team at communications@mfin.com.
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