A local foundation was gifted a $5M life insurance policy. When its premium payments increased 400% unexpectedly, Proformex quickly identified the problem and helped the foundation explore all their options to resolve this problem.
Manage risk and grow revenue from one digital insurance platform
Gain actionable insights to help fuel growth for you and your advisors
Unlock new opportunities from your sales and distribution channels
Protect client best interests while growing your business
A local foundation was gifted a $5M life insurance policy. When its premium payments increased 400% unexpectedly, Proformex quickly identified the problem and helped the foundation explore all their options to resolve this problem.
We'd love for you to see the Power of Proformex in action.