As an advisor, you know that identifying new sales opportunities is essential for growing your business.
But with so much client and policy information to manage, it can be challenging to know where to start.
That's where Proformex comes in. Our post-sale servicing and engagement tool for life insurance alerts you to upcoming term conversion period end dates and other critical milestones.
With this information at your fingertips, you can proactively reach out to clients and identify new sales opportunities.
Maybe a client's term policy is about to expire, and they're in need of a new policy or wish to convert their existing policy to a permanent one. Or perhaps a policy review reveals that there's room for additional coverage or a better policy fit.
By leveraging intelligent insights from Proformex, you can position yourself as a trusted advisor who stays ahead of the curve and delivers value to your clients.
Unlock new sales opportunities with Proformex alerts. Visit our website today to learn more.