VIDEO TRANSCRIPT

VIDEO TRANSCRIPT

"At Leisure Werden and Terry, we believe policyowners are entitled to great service, but that doesn’t necessarily mean great service is easy to deliver. Until we found Proformex, it was time-consuming and challenging to get a sense of what cases and clients needed our attention. Now, Proformex helps us quickly and efficiently identify opportunities within our life insurance business to deliver the service clients deserve – staying ahead of term conversions and period end dates, or even simply regularly reviewing their policy with them to make sure it’s the best fit for their needs.” - Dave Donchey, CLU, President of Leisure Werden and Terry  

"Proformex has been instrumental in helping us help our advisors stay ahead of at-risk policies and create better insurance outcomes for their clients. With all our client and policy information centralized in one place, we can really leverage the intelligent insights Proformex brings to our attention to find opportunities to upsell, cross-sell, or even replace a policy based on the client’s unique needs and circumstances. We’ve been incredibly happy with our Proformex partnership so far and appreciate how the platform continues to evolve to make our jobs even easier.” - Brian Bieker, VP of Life Sales, Lakeview Financial Services  

Delivering more value to clients is always top of mind for the best financial advisors. With the increase in interest rates, advisors have the ability to deliver more value – while building their businesses – by focusing on what’s often one of their clients’ most important, but neglected, assets: their life insurance policy and the potentially unmanaged cash in it.

“As a 100% member-owned life insurance distribution group, it’s of chief importance to us to provide our producers with best-in-class resources,” said Michael Babikian, chief executive officer of FFR. “That’s why we’re proud to enable carrier data feeds through Proformex, the industry’s leading life insurance engagement and servicing platform. Doing so gives our producers the immediate access they need to policy and client-specific information and ensures our producers are empowered with everything they need to keep these valuable relationships intact.”  

Berson-Sokol Agency, Inc. 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 Proformex alerts, the Berson-Sokol team was able to identify two policies with upcoming term milestones that resulted in the placement of two new policies and an additional $28k in premium. 

Check out the full story below to hear more about this win for Berson-Sokol, their agent, and most importantly, the clients.

“At Berson-Sokol, we work diligently to ensure our agents have access to the tools and resources they need to succeed,” said Craig Berson, LUTC, CLTC, President of Berson-Sokol. “After investing time and energy into researching options to empower our agents with a solution that monetizes their life insurance business, we decided Proformex was the answer. We’ve been very happy with the platform so far!” 

Empowering users with critical insights faster and driving action to improve client outcomes 

In the webcast video below, our Director of Customer Success, Niko Kantouros, chats with the MG&A Wealth team about how their wealth management firm leverages Proformex for easy access to current, accurate policy and contract values for the life insurance policies and annuities in their book of business. Check it out below!