We have been extremely happy with our relationship with DSI, they are always professional and responsive to our needs and their enrollment process was handled very efficiently. We have had a strong business relationship with them for many years. Our registered representatives have been very satisfied with the available product.
— Ralph Parker, AVP-Insurance Operations, AIG Advisor Group
PERFORMANCE
As an industry leader, DSI has developed the necessary processes and best practices to ensure their professional staff utilizes an unassuming approach, trust-building language and respectful methodologies in gathering sensitive personal and financial information, resulting in an effective, problem-free enrollment experience.
DSI'S UNIQUE ENROLLMENT PROCESS
Every member of DSI's enrollment staff takes an informative, low-key approach when introducing products and services. Ongoing monitoring and training ensure consistency and quality control.
NATIONWIDE ENROLLMENT CAPABILITIES
DSI provides licensed enrollment staff covering every state in the nation–with multiple advisors in the most populous and active states–ensuring adequate staff coverage to meet customer needs and expectations.
PROPRIETARY ENROLLMENT SOFTWARE SOLUTIONS
DSI invests substantial and ongoing resources toward the development of proprietary systems such as their Enrollment Software Solution, which integrates CRM functionality, statistical analysis of enrollment results and online enrollment capabilities. This allows for streamlined efficiencies across all aspects of their business. DSI clients share the advantages created by these state-of-the-art technological advancements.
CLIENT DATA SECURITY
DSI's commitment to protecting their clients' sensitive personal and financial information includes network protection, secure census data transmission, data encryption and biometric security measures–all meeting the highest industry standards. learn more
As an industry leader, DSI has developed the necessary processes and best practices to ensure their professional staff utilizes an unassuming approach, trust-building language and respectful methodologies in gathering sensitive personal and financial information, resulting in an effective, problem-free enrollment experience.
DSI'S UNIQUE ENROLLMENT PROCESS
Every member of DSI's enrollment staff takes an informative, low-key approach when introducing products and services. Ongoing monitoring and training ensure consistency and quality control.
NATIONWIDE ENROLLMENT CAPABILITIES
DSI provides licensed enrollment staff covering every state in the nation–with multiple advisors in the most populous and active states–ensuring adequate staff coverage to meet customer needs and expectations.
PROPRIETARY ENROLLMENT SOFTWARE SOLUTIONS
DSI invests substantial and ongoing resources toward the development of proprietary systems such as their Enrollment Software Solution, which integrates CRM functionality, statistical analysis of enrollment results and online enrollment capabilities. This allows for streamlined efficiencies across all aspects of their business. DSI clients share the advantages created by these state-of-the-art technological advancements.
CLIENT DATA SECURITY
DSI's commitment to protecting their clients' sensitive personal and financial information includes network protection, secure census data transmission, data encryption and biometric security measures–all meeting the highest industry standards. learn more