DPL Financial + Milemarker Integration

DPL Financial + Milemarker Integration | Own Your Data

Connect DPL Financial and Milemarker to Modernize Insurance and Annuity Workflows

Set Up Your First Integration

Connect DPL Financial Partners, the leading platform for commission-free insurance and annuity solutions, with Milemarker to automate data flows, streamline advisor workflows, and enhance client service through seamless integration across your tech stack.

Milemarker integrates with DPL’s platform to bring annuity, insurance, and policy data into your firm’s systems in real time—powering informed decisions, automating follow-up processes, and eliminating manual data entry across the insurance lifecycle.

How It Works

Choose a Trigger

A Trigger is the event that starts your workflow—such as:

A new insurance product or annuity solution proposed through DPL
A policy issued or application completed
A change in client insurance status or asset protection strategy

Add Your Action

An Action is what Milemarker does in response—like:

Syncing policy or product data to your CRM or financial planning tools
Triggering onboarding steps or client follow-up tasks
Notifying advisors when policy status updates or client milestones are reached

You're Connected!

Once connected, Milemarker ensures your firm’s annuity and insurance workflows—driven by DPL—are fully integrated with your core systems. You get real-time visibility, greater efficiency, and more responsive client service.

⚙️ Supported Data and Workflow Channels via DPL

- Insurance & Annuity Product Proposals
- Policy Issuance and Application Data

- Client Insurance Profiles
- Status Updates & Milestones

Why Choose Milemarker?

Modern Insurance Workflow Automation

Bring annuity and insurance processes into your broader tech stack

Real-Time Syncing

Ensure product, client, and policy updates flow instantly across platforms

Enterprise-Grade Security

Designed for firms handling sensitive client financial data at scale

Deliver Next-Gen Insurance Solutions with DPL + Milemarker

If your firm partners with DPL to provide fee-based insurance and annuity options, Milemarker helps you operationalize those solutions. Automate data sharing, eliminate manual workflows, and deliver better outcomes for clients and advisors alike.

Let’s connect DPL Financial and Milemarker today.