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White Paper: 7 Reasons Policy Management is Good for You and Your Clients

Jan 15, 2020 3:56:22 PM

Chief Marketing Officer David Morris highlights seven reasons policy management is good for life insurance professionals and their clients

CLEVELAND, Ohio – January 15, 2020  – Proformex, creator of a proactive life insurance policy monitoring platform designed to give insurance agents, advisors and fiduciaries better oversight and visibility into the performance of inforce life insurance policies, has published the white paper, “7 Reasons Policy Management is Good for You and Your Clients”.

This paper, written by Proformex CMO David Morris, provides a high-level overview of why managing and monitoring the performance of inforce life insurance policies matters. From changing regulatory standards to improved operational efficiencies, there are a number of benefits for both life insurance agents and their clients when these policies are managed properly.

“Industry changes are coming, and at Proformex, we’re doing everything we can to help industry folks stay ahead of the technology curve,” Morris said. “Leveraging technology for better inforce policy management isn’t just a differentiator anymore; clients are expecting the most of all their service providers, so agents need to implement stronger, more efficient processes in order to deliver those expected results.”

Morris also encourages agents to stop considering policy management as an expense, but rather as a foundational element of their business.

Read the White Paper

About Proformex

Proformex provides life insurance inforce policy management solutions to independent agents, financial advisors and trustees. Our carrier and distribution agnostic platform enables customers to securely store, manage and analyze their entire inforce book of business in one place. Designed to expedite the policy review process and proactively alert customers of potential problems with their client’s life insurance policies, Proformex protects policies against lapsing, degradation and asset erosion.

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