In 2021, York International Agency, LLC, a primarily P&C shop, adopted Proformex with the intention of growing their life and annuities business. Since adoption, they have been able to more effectively manage their life and annuities business by having Proformex to streamline administrative tasks and consolidate client data into a single, secure location.
Read more to learn how York’s team gained valuable time to create meaningful interactions with their clients, build those relationships and, in turn, grow their business with Proformex.
