Proformex generates ROI for general agencies by identifying new revenue opportunities within advisors' existing books and streamlining post-sale servicing tasks required for Reg BI compliance.
Based on our own customer data, we know that in the average advisor’s existing book of business, 51% of policies are at risk (requiring immediate attention) and 25% of those at-risk policies turn into new sales through replacements and modifications.
Our policy review process is 12x faster than manual methods. Manual policy reviews can take upwards of 3 hours or more to complete, but Proformex cuts that time to just 15 minutes.
Proformex isn't right for everyone, but it's easy to find out.
By simply answering a few questions, we’ll let you know right away if Proformex is a good fit for you and your advisors based upon proven ROI calculations.
There’s no cost or commitment to find out. Just a minute of your time.