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Creative Marketing announces online portal to benefit insurance and financial professionals

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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.

“By packaging selected tools to maximize agent/advisor potential, we’ve eliminated the need for agents and advisors to hire lead-generators, marketing managers, research assistants or customer relationship specialists,” said Strunk.

About Creative Marketing:

Creative Marketing, a leading national marketing organization for annuity and life insurance, has been assisting insurance and financial professionals with building a successful practice since 1984. Providing affiliated agents and advisors with hundreds of product options from a variety of carriers, the company delivers superior agent education, advanced marketing training, substantial back-office support, and considerable industry expertise by more than 180 talented and knowledgeable employees. Creative Marketing sets an industry standard for its commitment to excellence, ethics and integrity in business, and agent-client satisfaction. Located in Leawood, Kan., Creative Marketing is making a difference in the lives of its affiliated insurance agents and financial professionals as well as the clients they serve. To learn more about Creative Marketing, visit