Creative Marketing announces online portal to benefit insurance and financial professionals

Creative Marketing(TM) has unveiled the industry’s first-ever online hub offering seamless access to seven powerful marketing applications, called the Dynamic Marketing Portal (DMP). This self-service group of tools allows insurance agents and financial service professionals to conduct marketing activities in a streamlined, cost-effective manner by employing innovative technology to aid in lead generation, relationship management, customization of compliant marketing materials and more.

“We recognized a need for insurance agents and financial advisors to quickly and easily address marketing opportunities any time or place requiring only Web access and a single login,” said Creative Marketing’s Chief Marketing Officer Merrit Strunk. “You might be able to find other sites or programs offering a fraction of what producers need, but the full-service nature of this resource and use of cutting-edge technology puts Creative Marketing’s Dynamic Marketing Portal in a class by itself.”

One of the more popular applications inside Creative Marketing’s DMP is an exclusive, patent-pending tool called AutoReferral(TM), which helps users find and communicate with qualified referrals in an automated fashion. Users simply design their campaign and press a button to quickly generate referrals from their existing client database, abiding by all CAN-SPAM and “Do Not Call” list requirements. Producers can also grow their business by accessing the Web-to-Print module, which simplifies the selection, customization and ordering of printed sales tools such as tri-fold brochures, fliers and business cards.

Additional tools include access to a large financial and insurance marketing library, a web-based Customer Relationship Management (CRM) system, a comprehensive and compliant online advertising program and a lead program targeted to high net worth consumers.