News & Insights – Proformex

Case Study: PolicyMarket + Katz Nassau

Written by Admin | Aug 26, 2021 9:00:00 AM

PolicyMarket and Katz Nassau leverage Proformex to consolidate and mine their inforce data for opportunities. Those opportunities come in many different forms and are ultimately all tied back to ensuring that they're able to give policyowners a full understanding of the options available to them so that the life insurance coverage they have matches what they need. 

Read the case study below that explains a specific instance where Proformex enabled real-world outcomes where everyone - from Katz Nassau to PolicyMarket to the policyowner - won.