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Case Study: The Thompson Agency

May 17, 2023 5:00:00 AM

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.

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