MG&A Wealth is a wealth management firm who uses Proformex to manage the life and annuity assets within their business. Through Proformex, they're able to get multi-carrier visibility on all their clients' policies and contracts from a single login. Our platform makes it easier than ever for them to actively manage these assets and stay ahead of any potential risks or opportunities to cross-sell, upsell, or resell to existing clients.
Hear more about their experience with the platform and an example of a win generated by Proformex in the video below!
