I get asked a lot, even from people in the life insurance industry...what even is Proformex? And I respond with the same 10-20 second elevator pitch that then leads to even more questions.
When I took this interaction back to the incredible team at Proformex, they put together a one-sheeter that clearly explains what we do, the benefits, and the value of having a system like Proformex!
For anyone in the industry that sells life insurance, you should have something in place to look after these policies. Your clients deserve as such! And, I may be biased, but there is no other system out there that can do what Proformex does as quickly, efficiently, and with as many features to help streamline what can be a tedious process. So, if you haven't looked at Proformex in a while, or have never even heard about us, read the information below and let me know your thoughts!
Recent Posts
1 min read
Post-Sale Client & Management Tool for Life Insurance
1 min read
Maximizing Information: Start Small and Still Make an Impact
A common complaint across the insurance industry is access to meaningful data, especially on policies that have been placed. What a lot of people don't realize though, is that they're already sitting on a treasure trove of information.
2 min read
Trust, but Verify
Trust but verify. It’s a phrase that was drilled into my head as a kid.