News & Insights

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Webcast - Dave Donchey

By Admin on Jun 9, 2021 11:38:26 AM

In the webcast video below, our Customer Success Manager, Max Posner, chats with Dave Donchey, President of Leisure Werden and Terry. Among other topics, these two discuss the kinds of success LWT has found since utilizing Proformex as their inforce tool - like being able to surface opportunities that drive meaningful interaction with their advisors that in turn lead to meaningful interactions from advisor to policyowner. In fewer words, Proformex enables a win-win situation for everyone. Listen to their conversation below!

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Whiteboard Wednesdays with Jason Spangler - Part VIII

By Admin on May 27, 2021 8:24:10 AM

In the eighth installment of our Whiteboard Wednesdays series, one of our account executives, Jason Spangler, addresses the urgency for industry practitioners to start engaging in proactive inforce management. Listen below!

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Avoid Unwanted Litigation with Better Inforce Management

By Admin on May 10, 2021 8:43:44 AM

 

Proformex - Unmonitored Policies
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Webcast - Gary Sipos

By Admin on May 3, 2021 9:47:16 AM

In the webcast video below, our Director of Customer Success, Niko Kantouros, chats with Gary Sipos, Founder of Sipos Financial & Insurance Services. Hear from Gary how the Proformex technology helps him to get a more firm grasp around his inforce book of business and how he's able to use the data provided by Proformex to drive more meaningful client conversations that often result in new opportunities. Listen below!

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Whiteboard Wednesdays with Dr. Luke Keltner - Part VII

By Admin on Apr 19, 2021 10:23:21 AM

In the seventh installment of our Whiteboard Wednesdays series, one of our Data Scientists, Dr. Luke Keltner, talks about how the life insurance industry can accelerate its growth by leveraging powerful data and advanced analytics. Listen below!

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Data and Analytics for the Life Insurance Community

By Admin on Apr 19, 2021 9:35:53 AM

 

Proformex - Data and Analytics.mov
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Webcast - Tom Wiseman and Reid Turnure

By Admin on Apr 15, 2021 2:31:47 PM

In the webcast video below, our DIrector of Customer Success, Niko Kantouros, chats with Tom Wiseman and Reid Turnure of Wiseman & Associates Wealth Management. Their discussion illustrates the value Proformex provides to their team, the importance of proactive and effective inforce management, and the ongoing need for better transparency in the life insurance industry. Give it a listen!

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What to Look for in an Inforce Solution [FOR DISTRIBUTORS]

By Admin on Apr 14, 2021 9:29:10 AM

Whether you're evaluating any specific solutions, or you're considering building a homegrown solution, there are some important questions you should consider first. Read more to see what distributors should expect from an effective inforce solution.

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What to Look for in an Inforce Solution [FOR ADVISORS]

By Admin on Apr 14, 2021 9:27:37 AM

Whether you're evaluating any specific solutions, or if you're still using outdated methods to manage your inforce policies (like your CRM or Excel), there are some important questions you should consider. Read more to see what life insurance advisors should expect from an effective inforce solution.

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Case Study: Foundation

By Admin on Apr 1, 2021 3:41:19 PM

Two policyowners nearly lost seven years of coverage on their $250,000 life insurance policy after the carrier had been spun off and suffered significant reduction in their company ratings. See how Proformex helped keep the policy from lapsing by identifying this issue in a coverage assessment report of the policy.

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