7 Reasons Policy Management is Good

for You and Your Clients


What You'll Learn

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.

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