"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
Kelly Lytle, VP of Sales, Proformex added: “Leisure Werden and Terry is approaching their 100th anniversary in business, and that’s not a milestone a business reaches without having a legacy of doing right by their producer partners and clients. It’s an honor to work with Dave and his team. We’re grateful for their support and are proud to empower them with the information they need to deliver superior client outcomes.”
About Leisure Werden and Terry
Leisure Werden and Terry has been a leading full-service life insurance brokerage agency since 1927. LWT partners with financial service professionals by providing comprehensive marketing, sales support and underwriting services. LWT also creates superior value for its customers by providing personalized sales expertise and dedicated customer service that develops and builds long-term relationships.
About Proformex
Proformex is a data and technology platform purpose-built for financial professionals and institutions to manage life insurance and annuity assets. With deep data and technology expertise, Proformex connects customers to critical information about their life insurance and annuity businesses and helps them make better informed, data-driven decisions. With Proformex, financial professionals have the technology tools needed to proactively manage life insurance and annuities and enhance value for their clients.
