The Role of Technology in a People-Centric Business

Life insurance is personal. How can technology help improve the way we sell and manage life insurance without sacrificing the human touch our industry will always need?


The financial services and life insurance industries are relationship-driven businesses. The very nature of the work we do in this industry requires a personal touch, but that doesn’t mean we can’t simplify the more manual and tedious parts of the job with the help of technology.

In this white paper, we explore the ways in which folks across the life insurance community can embrace insurtech solutions that are designed to help free up their time so they can get back to spending it where it matters most – building and fostering relationships with the clients they serve. Download this article to learn more about nurturing, attracting, and growing your client base with the help of platforms like Proformex.

Download the White Paper

See how the right technology, when implemented properly, can positively transform the way life insurance is managed and sold for the benefit of policyowners everywhere.