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Case Study: Berson-Sokol Agency, Inc.

Mar 22, 2023 7:45:00 AM

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.

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