News & Insights – Proformex

Case Study: Zaverl & Associates, Inc.

Written by Admin | Mar 5, 2019 7:39:10 PM

Zaverl & Associates, Inc. has been around for nearly four decades. As a result, it quickly became impossible for them to manage life insurance policy performance across their entire book of business. See how Proformex helped to automate inforce policy management for them and help identify new business opportunities.