News & Insights

1 min read

5 Ways Proformex Leverages Technology, Industry Partners, and Data to Enhance Distribution

Apr 6, 2020 12:30:24 PM

Proformex uses a combination of powerful technology, expansive industry partnerships, and robust data and analytics to transform life insurance distribution as we know it. Learn more in the video below!

2020 PROFORMEX - PX Leverages Draft 2 03-25-2020

 

[VIDEO TRANSCRIPT]

Proformex is a cost-effective way for general agents and broker-dealers to enhance their distribution models across 5 key areas:

Book of Business Capitalization

Proformex efficiently analyzes all your policies then provides actionable analytics and powerful insights to drive new sales.

Attracting & Retaining Producers

Proformex gives producers complete visibility across their entire book of business, helps them generate revenue, and provides a succession planning process for practice valuation and transition.

Inforce Policy Monitoring & Management

Proformex automates the ordering of statements and illustrations, monitors individual policy performance and identifies potential policy issues.

Portfolio & Policy Reporting

Proformex simplifies and automates the review process, saves time, and generates client ready reporting for better client interaction and enhanced perceived value.

Reg BI Compliance Standardization

Proformex reduces liability concerns by mitigating risk exposure with embedded suitability monitoring, formalized oversight procedures, and process controls for recommendations.

To learn more about how Proformex enhances distribution, visit our website and schedule a demo.

Written by Admin

Post a Comment

Featured