“At One Resource Group, we’re always looking to challenge the status quo to improve the way insurance products are sold and the client’s insurance ownership experience,” said Tony Wilson, Executive Vice President of One Resource Group. “We’ve been so thankful for our partnership with the folks at Proformex who are of the same mind. Together, we’ve come a long way in changing how we manage and monetize our life and annuity business, and we’re looking forward to continued success and innovation in the future!” 

“Lion Street is a company built by financial professionals, for financial professionals,” said Scott Weber, Sr. Vice President, Technology & Practice Management. “Providing access to all the tools and resources our firms need to manage their business is in our DNA. It’s why we’ve partnered with Proformex for as long as we have. They are changing the way critical information is shared in our industry and continuously making it easier to get a holistic view of our life insurance business at scale.”

The Thompson Agency uses Proformex to get a personalized view of their life insurance business at scale and provide additional value to their agents and advisors. By leveraging a lapse-pending alert from Proformex on a policy, The Thompson Agency was able to re-engage one of their producers and help him not only keep the coverage inforce, but also convert the policy to new coverage that better fit the client's needs and resulted in $13k premium.

Check out the full story below to hear more about this win for The Thompson Agency, their producer, and most importantly, the clients.

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"At Leisure Werden and Terry, we believe policyowners are entitled to great service, but that doesn’t necessarily mean great service is easy to deliver. Until we found Proformex, it was time-consuming and challenging to get a sense of what cases and clients needed our attention. Now, Proformex helps us quickly and efficiently identify opportunities within our life insurance business to deliver the service clients deserve – staying ahead of term conversions and period end dates, or even simply regularly reviewing their policy with them to make sure it’s the best fit for their needs.” - Dave Donchey, CLU, President of Leisure Werden and Terry  

"Proformex has been instrumental in helping us help our advisors stay ahead of at-risk policies and create better insurance outcomes for their clients. With all our client and policy information centralized in one place, we can really leverage the intelligent insights Proformex brings to our attention to find opportunities to upsell, cross-sell, or even replace a policy based on the client’s unique needs and circumstances. We’ve been incredibly happy with our Proformex partnership so far and appreciate how the platform continues to evolve to make our jobs even easier.” - Brian Bieker, VP of Life Sales, Lakeview Financial Services  

“As a 100% member-owned life insurance distribution group, it’s of chief importance to us to provide our producers with best-in-class resources,” said Michael Babikian, chief executive officer of FFR. “That’s why we’re proud to enable carrier data feeds through Proformex, the industry’s leading life insurance engagement and servicing platform. Doing so gives our producers the immediate access they need to policy and client-specific information and ensures our producers are empowered with everything they need to keep these valuable relationships intact.”  

Berson-Sokol Agency, Inc. uses Proformex to get a personalized view of their life insurance business at scale and provide additional value to their agents and advisors. By leveraging Proformex alerts, the Berson-Sokol team was able to identify two policies with upcoming term milestones that resulted in the placement of two new policies and an additional $28k in premium. 

Check out the full story below to hear more about this win for Berson-Sokol, their agent, and most importantly, the clients.