We handle every aspect of the back-office work so you focus on doing what you do best – selling.
Our operations department handles new business management, underwriting, commissions and contracting for financial advisors. The main focus of the operations support department is to ensure all life and annuity applications are processed efficiently. You should focus on your client’s needs instead of spending valuable time on paperwork, dealing with carriers and underwriting.
We take care of everything to get policies issued so you can focus on your next sale.
The sale isn’t over once you take the application. Our case managers take personal responsibility for all post-sale requirements ensuring 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.
We are committed 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.
Contracting & Licensing
Carrier contracting can be a time consuming process. At DMI Marketing 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.
Securing personal information is paramount. We are committed to ensuring all personal information (yours, your clients’ and our employees’) is managed properly online and offline.
In addition to security protocols in place for all employees, all Life Insurance team members have completed HIPAA Certification training to ensure full compliance regarding the protection of health related information.