Sizzling marketing engagement solution to activate your clients and create new opportunities to grow your business 

Insurance professionals deserve better tools and technology to help them manage their life insurance business. Paul Shaheen, a 30+ year veteran of The Horton Group, uses Proformex as his solution to this industry-wide problem. 

In the case study below, you'll read more about how he uses Proformex to take his client outreach to the next level. Check it out!

In the webcast video below, Scott Cahill, Senior Vice President of Fulcrum Partners, talks about how having a single system of record for your life insurance policies 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!

The team at Fulcrum Partners uses Proformex to better manage their clients' life insurance policies. With our post-sale client management tool for life insurance, they're able to stay ahead of any policy risks or new sales opportunities. Additionally, using Proformex allows their team to have centralized visibility of their assets in one place, which will help provide an accurate value on the book when it comes time to consider succession planning for their business.

Read more about the success they've had using our platform in the case study below!

The team at Wiseman & Associates Wealth Management uses Proformex to proactively identify potential policy risks and new sales opportunities in their life insurance business. While life insurance isn't a primary focus of their business, they do believe it's an important asset to properly manage over a client's lifetime to ensure the coverage continues to meet its intended objectives relative to the client's overall wealth management plan. 

Read more about the success they've had using our platform in the case study below!

Simplicity Keystone (fka Keystone Benefits Group of Atlanta) is an executive benefits consulting group offering tailored solutions to some of the nation’s largest financial, accounting, actuarial, and employee benefit consulting firms. Their team was looking for a better way to manage the life insurance policies within their clients' portfolios and found Proformex to be just the solution they needed to make servicing those policies a more efficient and profitable endeavor.

Hear what Michael Falkenstein, Partner, has to say about his experience using Proformex in the video below!

Tom Wiseman & Reid Turnure of Wiseman & Associates Wealth Management share how they use Proformex's post-sale policy management and engagement tool to stay ahead of risks and opportunities among the life insurance policies in their portfolio. By staying proactive with cases that need attention, they're able to ensure life insurance doesn't become a forgotten asset and gets the attention it needs to keep the broader client relationships strong, which in turn keeps their wealth management firm's reputation strong. Give their testimonial a listen below!

MG&A Wealth is a wealth management firm who uses Proformex to manage the life and annuity assets within their business. Through Proformex, they're able to get multi-carrier visibility on all their clients' policies and contracts from a single login. Our platform makes it easier than ever for them to actively manage these assets and stay ahead of any potential risks or opportunities to cross-sell, upsell, or resell to existing clients. 

Hear more about their experience with the platform and an example of a win generated by Proformex in the video below!

In 2021, York International Agency, LLC, a primarily P&C shop, adopted Proformex with the intention of growing their life and annuities business. Since adoption, they have been able to more effectively manage their life and annuities business by having Proformex to streamline administrative tasks and consolidate client data into a single, secure location. 

Read more to learn how York’s team gained valuable time to create meaningful interactions with their clients, build those relationships and, in turn, grow their business with Proformex. 

Larkins & Larkins, LLC. - a specialty life insurance brokerage - uses Proformex for proactive policy monitoring on all their placed business. 

In the case study below, we explore in depth how Bob and Anne Larkins used Proformex to enhance their relationship with an existing high net worth client and gain entrée into the next generation of the insured's family. Check it out!