Tom Wiseman & Reid Turnure of Wiseman & Associates Wealth Management share how they use Proformex's post-sale policy management and engagement tool to stay ahead of risks and opportunities among the life insurance policies in their portfolio. By staying proactive with cases that need attention, they're able to ensure life insurance doesn't become a forgotten asset and gets the attention it needs to keep the broader client relationships strong, which in turn keeps their wealth management firm's reputation strong. Give their testimonial a listen below!

Hello, I'm Mike Pepe, the founder of Proformex. Throughout my career, I've come to understand the importance of safeguarding families and legacies with life insurance. Realizing the limitations of a manual inforce life insurance monitoring process, I knew there needed to be a digital solution to reach and protect more policyowners’ investments in insurance.

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!

Something I hear every day across the industry is, “Life insurance accounts for about only 10% of my business...”

In 2021, York International Agency, LLC, a primarily P&C shop, adopted Proformex with the intention of growing their life and annuities business. Since adoption, they have been able to more effectively manage their life and annuities business by having Proformex to streamline administrative tasks and consolidate client data into a single, secure location. 

Read more to learn how York’s team gained valuable time to create meaningful interactions with their clients, build those relationships and, in turn, grow their business with Proformex. 

Larkins & Larkins, LLC. - a specialty life insurance brokerage - uses Proformex for proactive policy monitoring on all their placed business. 

In the case study below, we explore in depth how Bob and Anne Larkins used Proformex to enhance their relationship with an existing high net worth client and gain entrée into the next generation of the insured's family. Check it out!

“At One Resource Group, we’re always looking to challenge the status quo to improve the way insurance products are sold and the client’s insurance ownership experience,” said Tony Wilson, Executive Vice President of One Resource Group. “We’ve been so thankful for our partnership with the folks at Proformex who are of the same mind. Together, we’ve come a long way in changing how we manage and monetize our life and annuity business, and we’re looking forward to continued success and innovation in the future!” 

“Lion Street is a company built by financial professionals, for financial professionals,” said Scott Weber, Sr. Vice President, Technology & Practice Management. “Providing access to all the tools and resources our firms need to manage their business is in our DNA. It’s why we’ve partnered with Proformex for as long as we have. They are changing the way critical information is shared in our industry and continuously making it easier to get a holistic view of our life insurance business at scale.”

The Thompson Agency uses Proformex to get a personalized view of their life insurance business at scale and provide additional value to their agents and advisors. By leveraging a lapse-pending alert from Proformex on a policy, The Thompson Agency was able to re-engage one of their producers and help him not only keep the coverage inforce, but also convert the policy to new coverage that better fit the client's needs and resulted in $13k premium.

Check out the full story below to hear more about this win for The Thompson Agency, their producer, and most importantly, the clients.