In the webcast video below, our Director of Customer Success, Niko Kantouros, chats with Joslyn Druvenga, Senior Vice President of CBS Brokerage, LLC. They talk about why proactive inforce management is crucial to fulfilling fiduciary duty and maintaining clients' best interests as well as how technology helps to save time on tedious, manual tasks and identify risks and opportunities that can turn into revenue-generating activities. Check it out!
