News & Insights

Case Study: York International Agency, LLC

Dec 27, 2021 10:36:09 AM

York International Agency, LLC uses Proformex to monitor and manage their life portfolio. By implementing technology that streamlines administrative tasks and consolidates client data into a single, secure location, their team has more time to have meaningful interactions with their clients to help build those relationships and, in turn, grow their business.

Read more to learn about the difference Proformex has made for York's business - from better client servicing to new revenue opportunities. 

york_casestudy_thumbnail
 
Download
Written by Admin

Post a Comment

Featured