News & Insights

White Paper: The Policy Review Dilemma

Apr 4, 2019 1:09:01 PM

When was the last time you reviewed your clients' existing life insurance policies?

Due to its complex and time-consuming nature, most agents are not focusing their energy on ongoing policy performance monitoring. But policy monitoring is crucial to meeting policyowner expectations throughout the life of their contract. To learn more about how automating policy performance with a solution like Proformex can help, download our latest white paper.

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