DMI is a service company. We pride ourselves on providing unparalled service to our advisors. We work with you from “submission to commission”. In order to provide you with the best service, we request that all applications, life and annuity – be sent to DMI rather than directly to carriers. This enables your case managers to scrub your applications for missing information or forms and track the application with the carrier until it is placed in force and you receive your commission. If you choose to send your business directly to the carrier, we request that you fax a copy of the application to us at 781-740-9778 or email a copy to your case manager. Once your application is received, it will be reviewed to ensure it is complete or “in good order”. If it is not, your case manager will contact you to advise what requirements are outstanding.
You will be provided with case status throughout the process. We invest heavily in the latest technology but we never lose site of the basic principal that this is a relationship business. Your case managers should be thought of as your own administrative staff with the same high standards of service, communication and commitment.
Please forward your new business to:
50 Derby Street
Hingham, MA 02043
- Our Principles
Each of our guiding principles causes us to focus our talents, investments and energies on creating greater opportunity for advisors
- Operate with integrity at all times
- Recognize that advisors are our customers
- Supply our advisors with uncompromising high levels of services
- Look forward in order to create the next marketing opportunity
- Position our advisors to seize upon marketing opportunities before competitors
- Create technology solutions that allow advisors to meet customer needs
- Support advisors' marketing activities
- Expand advisors' abilities to develop new business through qualified referred leads
- Maintain a posture that consumer-oriented products are better for everyone places them in a favorable posture to succeed in the future.
- Why Choose DMI
We present our advisors with opportunities and provide tools to create more sales and generate more income.