How It Works

Expand Smart Support acts as your virtual back office, delivering high-quality, professional support.

  • Minimise the time BDMs and key staff spend on administration and low value tasks.
  • Decrease fixed expenses.
  • Increase the time sales staff spend building strong relationships.
  • Maximise the overall productivity and profitability
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Integration

Regular Outsourcing jobs

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How It Works

Integration

Freeing the team up to focus on what really matters.

Smart businesses know that distribution teams and Business Development Managers (BDMs) should spend their time on client‑facing, high‑value, revenue‑producing activities. Yet the demands of administration, compliance, and pipeline management often make this a challenge.

Expand Smart Support helps you get more from your team by minimising the time they spend on management and back‑office tasks—freeing them up to focus on building relationships and driving growth.

You’ll unlock a variety of valuable benefits

  • Pay only for what you use – our team supports you when they’re actively working for you.
  • Flexibility through peaks and troughs – scale resources up or down to match demand, reducing costs and avoiding backlogs.
  • More time for client engagement – the less time you spend managing admin, the more your BDMs can spend with clients.

Local Staff. Local Knowledge

All of our staff are experienced and based in Australia. This ensures the highest quality of work  for your business and gives you the confidence and trust you need to be successful. 

Fee Structure

Our model is based on a fixed fee per task and hourly rate. This means you only pay for the time spent doing the task we are doing and are able to guarantee 100% productivity from our team. 

For tasks that are unique to you or are significantly different to the common fixed fee tasks on our price list, we charge an hourly rate.  

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Step 1.

Initial Meeting to discuss your requirements

During this initial meeting we will learn about what type of support you require. In addition, we will run you through the Expand model, how we work, our processes and pricing.

Step 2.

Meet the Expand team.
Understanding your systems and processes.

When you meet with our Operations Manager and an Administrator, we talk through the details of each task you are considering outsourcing in great detail, so we are certain we know how to do things your way and are familiar with any systems and programs you use.

Step 3.

Determine which services you would like Expand to provide

We generally recommend starting with outsourcing one or two tasks while everyone gets to know each other and gets familiar with the process.

Step 4.

Onboarding

Once you have decided to engage Expand, we will provide a checklist of things we will need in order to commence working as your virtual back office including system access, document templates, relevant contact details etc.

In the first few weeks and months we will check in regularly to ensure address any concerns or changes required to ensure the process runs smoothly  We will actively encourage you to provide feedback so we can be sure we are delivering work as you would expect it.

What our clients say

I had used Expand in my sole practitioner practice for many years, updating insurance records and obtaining fund and insurance research. Since merging my practice with a much larger firm, we have re-engaged Expand to conduct further work and provide assistance. The interactions are smooth and speedy, with Expand very easy to interact with and taking some load off our customer service officers. I’d recommend other practitioners who are looking for some additional administrative assistance to utilise the services on offer from Expand.
Luke Buttersfield
I’ve had the great benefit of working with Expand as part of our business. I’ve thoroughly enjoyed the experience and would highly recommend their services. As a sales professional time is always hard to find and the Expand team have been great working with me to book a large number of my client appointments. Importantly by being able to be a regular user of their services, I’d had the pleasure of working with a few consultants, more recently Anne who has been booking my meetings for the past couple of years. As such she has built up a rapport with my clients who now expect and look forward to her call and personal touch. Well done Expand and Anne, you make my job so much easier!
David Crawford
I have been working with Expand for over five years. Expand were recommended to me by two different financial service providers when my business was desperately needing additional system support. I was sceptical at first but once the service delivery commenced, Expand’s focus on important client maintenance: Fee Disclosure Statements, insurance reviews and file notes allowed me to focus on other aspects of my business with confidence & peace of mind. Even though Expand operate remotely, they are like having an extra person (or two) in the office to help when you need it. You and your business can only benefit from using their reliable services.
Karl Hombergen