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Making post-sale policy and client management a more efficient and profitable activity

Aug 10, 2023 11:52:55 AM

Simplicity Keystone (fka Keystone Benefits Group of Atlanta) is an executive benefits consulting group offering tailored solutions to some of the nation’s largest financial, accounting, actuarial, and employee benefit consulting firms. Their team was looking for a better way to manage the life insurance policies within their clients' portfolios and found Proformex to be just the solution they needed to make servicing those policies a more efficient and profitable endeavor.

Hear what Michael Falkenstein, Partner, has to say about his experience using Proformex in the video below!


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