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Case Study: CBS Brokerage, LLC

Feb 9, 2021 10:24:51 AM

CBS Brokerage, LLC provides product expertise, advanced planning, and risk management services to a multitude of independent advisors, fiduciary advisors, and specialty insurance firms. They're committed to providing their downline advisors with access to state-of-the-art technology solutions that enable them to sell and manage life insurance more efficiently and more effectively.

See how CBS and one of their downline advisors leveraged Proformex's in-app lapse pending policy alerts to get a client's policy back on track and even sell an additional policy to that client. 

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