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Uncovering At-Risk Policies with Proformex [VIDEO]

May 2, 2023 8:00:00 AM


As an advisor, your clients depend on you to help them protect their financial futures. 

But how do you stay ahead of at-risk policies, like ones in danger of lapsing prematurely? 

Enter Proformex. Our post-sale servicing and engagement tool for life insurance helps you stay on top of your clients' policies and identify risks before they become problems. 

With Proformex alerts, you can track policy status and proactively engage clients to address potential issues and prevent lapses. 

Maybe a client has missed a premium payment, or there's a change in their health that affects their policy. By catching these issues early, you can help clients avoid financial hardship and preserve their coverage. 

And by leveraging intelligent insights from Proformex, you can position yourself as a proactive and trusted advisor who stays ahead of the curve. 

Stay ahead of at-risk policies with Proformex alerts. Visit our website today to learn more.

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