Protect client best interests while growing your business
Gain actionable insights to help fuel growth for you and your advisors
Easily spot opportunities to generate revenue from inforce assets
Manage risk and grow revenue from one digital insurance platform
As a life insurance distributor in today’s environment, it’s critical to implement technology for the continued success of your firm and your downline advisors. But getting everybody on the same page with that technology can present its own unique challenges.
In our newest white paper, our CMO, David Morris, sheds light on how you can identify where your advisors are on the Technology Adoption curve along with tactics on moving them forward. The end goal is a more well-connected distribution community that can collaborate quickly, securely, and efficiently to ultimately grow revenue while protecting policyowners’ best interests.
Download this white paper and immediately reap the benefits of doing the work to establish a community culture in which everyone is aligned on their roles and responsibilities when it comes to leveraging insurtech.
We'd love for you to see the Power of Proformex in action.