Key Features

  • Single Sign-On
  • Pending Case Access
  • Quote Engines
  • Electronic Applications
  • Access to Carrier Updates All in One Place
  • Training Event Calendar
  • Library of Recorded Webinars & Trainings
  • Secure Document Upload
  • 24/7 Self-Service from Desktop & Mobile Devices
Learn More About My Back Office

[ DMI Marketing Services for Insurance Agents & Financial Advisors ]

At DMI, you’re not just a number, you are our partner. Connecting our advisors with qualified prospects is our #1 priority.

DMI was founded in 1989 to provide financial advisors three dynamic elements for success – Marketing to attract and retain customers, Sales Consulting to find solutions to client’s financial needs and support to close sales, and Operations to manage the back-office work needed to get policies issued and paid.

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Marketing Services

We specialize in branding, website design, digital marketing, seminars, events, multimedia services, radio production, and relationship management. We take the time to understand your business and your need to attract new clients. Our goal is to help grow your business and put you in front of more qualified prospects.


[ Branding | Website Design | Digital Marketing | Seminars & Events | Multimedia Services | Relationship Management ]

Sales Consulting

Stay ahead of the pack with DMI Marketing’s experienced sales consulting team. We have over 30 years of experience helping advisors grow their business with consulting and assistance in annuity and life insurance sales and wealth management.


[ Annuities | Life Insurance | Wealth Management ]

Operations Support

Our operations support team handles every aspect of back-office work so you can focus on your next sale. DMI’s operations support team focuses on new business strategy, carrier contracting and commission pay outs.


[ Case Management | Underwriting | Commissions | Licensing | Contracting ]

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Years in Business
Overall Goal
[ The Difference ]

Experience results.

Partner With Us

[ Let Us Help You Get In Front of More Prospects. ]

Contact us today to schedule a “DMI DEEP DIVE” marketing consultation.

Typically, successful financial professionals have chosen to work with DMI for one or more of the following reasons:

  • They are frustrated with the lack of attention and service they receive from their current relationship. They’ve felt more like a number than a valued partner, and they wonder if this is holding them back from reaching the next level of success; or
  • They feel like they don’t have enough time in the day for everything they have to do as a business owner from hiring staff, to selecting the best products for their clients, to prepping for client meetings.
  • They’re confused as to what marketing strategies can help grow their business because they’ve been over-promised and under-delivered so many times in the past.

We don’t know if you’ve experienced any of those challenges, but if you have, would it make sense to have a conversation with the DMI team?