The team at Fulcrum Partners uses Proformex to better manage their clients' life insurance policies. With our post-sale client management tool for life insurance, they're able to stay ahead of any policy risks or new sales opportunities. Additionally, using Proformex allows their team to have centralized visibility of their assets in one place, which will help provide an accurate value on the book when it comes time to consider succession planning for their business.
Read more about the success they've had using our platform in the case study below!