When an agent's client began undergoing treatments for her recent cancer diagnosis, she missed a premium payment amidst all the chaos. Discover how Proformex helped them keep this client’s policy from lapsing.

Proformex and Lion Street have been working together since 2015. Both organizations are on a mission to usher in better data transparency across the life insurance community, and they've been working together to advocate for that. 

This case study compilation further explains the relationship between Proformex and Lion Street and demonstrates a few ways in which three of Lion Street's firms have found success using Proformex for more proactive inforce management. Read on below!

In the sixth installment of our Whiteboard Wednesdays series, our Founder and Chief Strategy Officer, Mike Pepe, talks about getting ahead of expanding best interests legislation by establishing compliant, scalable processes now. He addresses the intersectionality of technology with those processes and why the life insurance community should consider implementing solutions that will make achieving audit-proof compliance a lot easier. Listen below!

In the webcast video below, our Customer Success Manager, Mitchell Poch, chats with Michael Falkenstein, Director of Keystone Benefits Group of Atlanta. They talk about how Proformex is transforming post-sale policy servicing from a manual, cumbersome undertaking to a more proactive, streamlined approach. Check it out!

In the webcast video below, our Customer Success Manager, Mitchell Poch, chats with Scott Cahill, Senior Vice President of Fulcrum Partners. They talk about how having a single system of record for all your inforce policy data helps to institutionalize your book of business, leading to much more efficient and effective succession planning when the time comes to transition out of your practice. Give it a listen!

In the fifth installment of our Whiteboard Wednesdays series, our Life Insurance Specialist, Kevin Kelley, talks about the 7702 tax code revisions that went into effect early this year. Hear how advisors can leverage these changes to delight clients who meet certain criteria, and why having a centralized location for all client data gives advisors an advantage when it comes to strategizing their approach.

CBS Brokerage, LLC provides product expertise, advanced planning, and risk management services to a multitude of independent advisors, fiduciary advisors, and specialty insurance firms. They're committed to providing their downline advisors with access to state-of-the-art technology solutions that enable them to sell and manage life insurance more efficiently and more effectively.

See how CBS and one of their downline advisors leveraged Proformex's in-app lapse pending policy alerts to get a client's policy back on track and even sell an additional policy to that client. 

In the webcast video below, our Director of Customer Success, Niko Kantouros, chats with Joslyn Druvenga, Senior Vice President of CBS Brokerage, LLC. They talk about why proactive inforce management is crucial to fulfilling fiduciary duty and maintaining clients' best interests as well as how technology helps to save time on tedious, manual tasks and identify risks and opportunities that can turn into revenue-generating activities. Check it out!