“As a 100% member-owned life insurance distribution group, it’s of chief importance to us to provide our producers with best-in-class resources,” said Michael Babikian, chief executive officer of FFR. “That’s why we’re proud to enable carrier data feeds through Proformex, the industry’s leading life insurance engagement and servicing platform. Doing so gives our producers the immediate access they need to policy and client-specific information and ensures our producers are empowered with everything they need to keep these valuable relationships intact.”  

Berson-Sokol Agency, Inc. uses Proformex to get a personalized view of their life insurance business at scale and provide additional value to their agents and advisors. By leveraging Proformex alerts, the Berson-Sokol team was able to identify two policies with upcoming term milestones that resulted in the placement of two new policies and an additional $28k in premium. 

Check out the full story below to hear more about this win for Berson-Sokol, their agent, and most importantly, the clients.

“At Berson-Sokol, we work diligently to ensure our agents have access to the tools and resources they need to succeed,” said Craig Berson, LUTC, CLTC, President of Berson-Sokol. “After investing time and energy into researching options to empower our agents with a solution that monetizes their life insurance business, we decided Proformex was the answer. We’ve been very happy with the platform so far!” 

Empowering users with critical insights faster and driving action to improve client outcomes 

In the webcast video below, our Director of Customer Success, Niko Kantouros, chats with the MG&A Wealth team about how their wealth management firm leverages Proformex for easy access to current, accurate policy and contract values for the life insurance policies and annuities in their book of business. Check it out below!

Industry leader in data aggregation adds platform functionality to support annuities along with current life insurance offering

In the webcast video below, our Director of Customer Success, Niko Kantouros, chats with Mayra Nava, Insurance Support Specialist - Case Manager at Level Four Insurance Agency. They talk about why Level Four needed a solution to manage their inforce assets more proactively and some of the positive results they've seen since coming on board - like saving two $5M policies from lapsing. Check it out below!

Strategic partnership will focus on helping wealth managers safeguard their clients’ financial plans

Since the dawn of the new decade, virtually every industry has seen its digital transformation either begin or accelerate. And life insurance and financial services are no exception.

BCH takes robust information surfaced within Proformex back to their advisors to drive meaningful results for policyowners