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Introduction to Proformex for General Agents

Jan 30, 2019 7:40:00 AM

Wondering how you can better attract and retain sales as a general agent? Our platform can help. With changes in state insurance regulations and increased product performance concerns, inforce policy management is becoming a major issue for the life insurance industry. GAs who have implemented automated inforce policy monitoring systems are benefiting not only in recruiting new producers, but also in increased production. Watch our latest video to learn more about how you can do the same.

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[VIDEO TRANSCRIPT]

Earning new business from life insurance producers is the ultimate goal for any general agency.

To attract and retain producers, successful GAs offer high commissions coupled with pre-sale policy services for case design, underwriting support and new business application processing.

With changes in state insurance regulations and increased product performance concerns, inForce policy management is becoming a major issue for the life insurance industry.

GAs that offer inforce policy management services are recruiting new producers and benefiting from increased production, but it has required a substantial financial commitment in information technology, software and post-sale expertise.

Proformex is a proactive life insurance management platform that streamlines all these services and more. It saves time, money and identifies new business opportunities across inforce life insurance portfolios while providing additional value to producers.

To learn more about how Proformex can help with InForce management, visit our website.

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