Back Office Support
& Case Design
At DFS Marketing, we understand the unique challenges faced by agents and advisors in today's dynamic insurance landscape. Our comprehensive back-office support services are designed to empower you to focus on what you do best – providing expert advice to your clients. Discover how our solutions can help you grow your business and streamline your operations.
New Business Support
Navigating the complexities of acquiring new clients and managing your current ones can be time-consuming. Our new business support services help you overcome these challenges and ensure a smooth experience for you and your clients. Our services include:
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Application and underwriting assistance
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Policy status updates and tracking
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Carrier coordination and communication
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Premium financing assistance
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Illustration support and comparisons
Case Design
Finding the right solution for your clients' unique needs is critical to your success. Our expert case design team is here to provide personalized support in finding the right product for your client and equipping you with everything you need so you can do what you do best!
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Custom case design and proposal generation
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Product training and support
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Product recommendations and analysis
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Competitive intelligence and market research
Licensing and Compliance Assistance
Keeping up with changing regulatory requirements and managing licensing can be a daunting task. Our team of compliance professionals is here to help you maintain your licenses and stay current with industry regulations. We provide:
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Licensing support for new and existing advisors
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Continuing education coordination
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Compliance updates and guidance
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Errors and omissions (E&O) insurance assistance
