"There are many features Proformex has that I would consider total game changers, but the most important, in my opinion, is that they enable first-party requests. In addition, the complete functionality that this tool provides is revolutionary to the industry. I am a big fan!"
~ Brittany Massaro, Coastal Insurance Consulting, Inc.
You need to differentiate yourself from your competitors
In the new social distancing world, advisors need systems that transcend paper and provide digital options for policy management and service while protecting client data.
Compliance standards are evolving and changing. Having a secure, centralized location to store and manage clients’ inforce data and track policy performance assures you have the documentation you need to meet them.
Empower your agents to spend time where they’re most effective – in direct client interactions. You are putting the power in their hands to best support their clients and the growth of their business.
You need unprecedented access to inforce data and quality insights
Focus time on the policies most needing attention. Actionable data helps you identify where changes are needed or opportunities exist.
New and evolving regulations can create risk and liability from your advisors’ books of business. Help your advisors remain in good standing with our industry’s most stringent standards.
We don’t just aggregate the data, we enrich it. Access robust insights with one click and analyze your book, making it clear where action is needed.
You need to help your advisors fuel their growth
A centralized location for inforce data between you and your advisors makes it easier to work from the same playbook to grow their business and in turn, increase your revenue.
Carriers are making changes that can harm inforce policies. Proactively identify trends and issues within your advisors’ books of business before it’s too late to take corrective action or an opportunity is missed.
Cut down on time wasted on hold with carrier service centers or searching endlessly on carrier websites. Put the information advisors need at their fingertips in a single system regardless of carrier.
What makes your service different?
A single dashboard to manage policy performance
Data powers progress