“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!”
Kelly Lytle, VP, Sales, Proformex added: “Berson-Sokol is truly committed to going above and beyond for their agents, and we’re excited we can play a small role in that. With over 70 distributors as part of the Proformex community already, we couldn’t be more thrilled to have them on board. Each additional distributor makes our community stronger and allows our customer success teams to share even more learnings and best practices across our network of customers. Thank you for your trust and confidence in our platform, Berson-Sokol team!”
About Berson-Sokol
Ever since its founding in 1973, Berson-Sokol has been dedicated to two kinds of excellence: the service they give their agents and the products they make available to clients. That may seem fundamental, but they have found this streamlined, highly focused approach to be a winning formula, year after year, for all concerned. Their agents value their responsive follow-through, as well as the attractive products they can offer the individuals, families, and companies with whom they work.
Of course, “keeping it simple” does not mean they have not changed. Actually, their agency has made dramatic advances to maintain service and product excellence. They’ve invested in state-of-the-art technology to bolster agents’ sales and marketing capabilities, to make the issuance of each policy quicker and more efficient, and to speed information delivery. As the insurance business has grown more competitive and complex, they’ve researched and added many products to help agents stay in the forefront of the industry.
About Proformex
Proformex is a data and technology platform purpose-built for financial professionals and institutions to manage life insurance and annuity assets. With deep data and technology expertise, Proformex connects customers to critical information about their life insurance and annuity businesses and helps them make better informed, data-driven decisions. With Proformex, financial professionals have the technology tools needed to proactively manage life insurance and annuities and enhance value for their clients.
