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Webcast - Scott Cahill

By Admin on Mar 5, 2021 9:05:46 AM

In the webcast video below, our Customer Success Manager, Mitchell Poch, chats with Scott Cahill, Senior Vice President of Fulcrum Partners. They talk about how having a single system of record for all your inforce policy data helps to institutionalize your book of business, leading to much more efficient and effective succession planning when the time comes to transition out of your practice. Give it a listen!

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Compliance and Scalability for Financial Institutions

By Admin on Mar 2, 2021 1:39:25 PM

 

Proformex - Compliance and Scalability
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Whiteboard Wednesdays with Kevin Kelley - Part V

By Admin on Feb 23, 2021 3:41:58 PM

In the fifth installment of our Whiteboard Wednesdays series, our Life Insurance Specialist, Kevin Kelley, talks about the 7702 tax code revisions that went into effect early this year. Hear how advisors can leverage these changes to delight clients who meet certain criteria, and why having a centralized location for all client data gives advisors an advantage when it comes to strategizing their approach.

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Case Study: CBS Brokerage, LLC

By Admin on Feb 9, 2021 10:24:51 AM

CBS Brokerage, LLC provides product expertise, advanced planning, and risk management services to a multitude of independent advisors, fiduciary advisors, and specialty insurance firms. They're committed to providing their downline advisors with access to state-of-the-art technology solutions that enable them to sell and manage life insurance more efficiently and more effectively.

See how CBS and one of their downline advisors leveraged Proformex's in-app lapse pending policy alerts to get a client's policy back on track and even sell an additional policy to that client. 

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Webcast - Joslyn Druvenga

By Admin on Jan 29, 2021 1:55:32 PM

In the webcast video below, our Director of Customer Success, Niko Kantouros, chats with Joslyn Druvenga, Senior Vice President of CBS Brokerage, LLC. They talk about why proactive inforce management is crucial to fulfilling fiduciary duty and mainintaing clients' best interests as well as how technology helps to save time on tedious, manual tasks and identify risks and opportunities that can turn into revenue-generating activities. Check it out!

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Prospecting for Existing Clients

By Admin on Jan 28, 2021 10:23:24 AM

 

Proformex - Existing Clients
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Whiteboard Wednesdays with John Borsi - Part IV

By Admin on Jan 19, 2021 10:06:04 AM

In the fourth installment of our Whiteboard Wednesdays series, our Sr. Data Engineer, John Borsi, talks about the concept of community as it relates to data. For Proformex, a data community has three elements - security, interoperability, and a common purpose. Hear John's explanation in the video below to learn more about how we're continuing to build this data community for life insurance.

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Prospecting for New Clients

By Admin on Jan 19, 2021 9:35:42 AM

Proformex - New Clients

 

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15 Minute Policy Reviews

By Admin on Dec 17, 2020 8:25:53 AM

12.15.2020 - Educational Video - 15 Min Policy Reviews

 

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Whiteboard Wednesdays with Kevin Kelley - Part III

By Admin on Dec 14, 2020 3:27:38 PM

In the third installment of our Whiteboard Wednesdays series, our resident life insurance expert Kevin Kelley talks about the inherent advantages and disadvantages associated with the different policy types. He illustrates the critical need for ongoing, proactive policy performance monitoring and offers insight on an easier way to achieve it. Check it out below!

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