Business Management for Financial Advisors & Insurance Agents

Look Forward To Your Next Sale with DMI Marketing

Our business management team handles every aspect of the back-office work so you can focus on doing what you do best… selling. We take care of everything to get policies issued and paid.
You can focus on your next sale.

DMI Marketing Business Management Services

DMI Marketing’s business management department handles new business management, underwriting, commissions and contracting for financial advisors. The main focus of the business management department is to ensure all life and annuity applications are processed efficiently. Focus on your client’s needs instead of spending valuable time on paperwork, dealing with carriers and underwriting.

New Business Development

The sale isn’t over when you’ve taken the application. Our New Business Case Managers take personal responsibility for all post-sale requirements to ensure clients’ policies are issued quickly, hassle-free and accurately. Every application entrusted to us is directly tied to your income and ultimately to our continued success.

Carrier Contracting

Carrier contracting can be a time consuming process. You can complete one online form that allows you to get contracted with any carrier. Our Contracting Specialists generate and submit completed appointment forms to the carriers saving you time and money.

Sales Commission Plans

You’ll appreciate our commitment to consistently improving ways to get your commissions paid as quickly as possible. You’ll agree that having a Commission Specialist dedicated to ensuring you are paid correctly and timely is one of our most appreciated services.

Focus On Selling…

Complete New Business and Underwriting services

Dedicated one on one Case Manager relationships.

Streamlined process for all licensing, contracting and commission needs.

Allows Advisors the time to focus on their client’s needs.

Security

Securing personal information is paramount to our service. We are committed to ensuring all PII (Personally Identifiable Information) and PHI (Protected Health Information) is not compromised.

In addition to written security protocols in place for all employees, all Life Insurance team members are HIPAA Certified to ensure full compliance regarding the protection of health related information.

Carrier Contracting Made Easy

Download our Contracting Made Easy Kit to get started with DMI today!