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
Proformex & NAILBA Present:
How Technology & Innovation Can Transform Your Business
In this webinar, Proformex Founder Mike Pepe, Magna Director of Origination Jim Purdy, and Employee Pooling Founder & CEO Tom Gray discuss how leveraging technology and outsourcing policy admin work will help you drive new revenue for your practice.
Whether you are an independent agent, producer or advisor, the ability to automate ongoing policy performance monitoring will reduce risk, save time and provide opportunities for growth. Join us as we discuss current technology trends within the industry and how you can improve your client’s experience by implementing the right solutions.
Join Us Wednesday, February 12th at 2PM EST.
Unavailable? Register to receive the recording.
We'd love for you to see the Power of Proformex in action.