As an agent or advisor, you know excellent client service is paramount.
Especially in a world shaken by a global pandemic, it’s critical clients have trusted advisors to help keep their best interests intact. Add the backdrop of Reg BI, and it can quickly become complicated to effectively manage your inforce book while simultaneously securing new business.
So, what can you do to both exceed your clients’ expectations and grow your book without letting one or the other suffer?
That’s why you need Proformex.
Proformex, the world leader in inforce policy management, provides: a macro-view into your entire book, identifies new opportunities and at-risk policies, and has the tools and intel you need to keep your current clients happy while attracting new ones.
Join us for an educational session on how this game changing life insurance technology continues to play an important role in simplifying the policy review process providing much needed peace of mind for all involved.