Proformex provides automated alerts that are configurable and can be triggered for specific policy events. See how the team at Duncan Advisor Resources leveraged custom alerts to generate an additional $500k in target premium.
Manage risk and grow revenue from one digital insurance platform
Gain actionable insights to help fuel growth for you and your advisors
Unlock new opportunities from your sales and distribution channels
Protect client best interests while growing your business
Proformex provides automated alerts that are configurable and can be triggered for specific policy events. See how the team at Duncan Advisor Resources leveraged custom alerts to generate an additional $500k in target premium.
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