Successful prospecting is the key to increased revenues. Aside from client referrals, working through centers of influence (COIs) delivers the most desirable types of prospects.
As powerful as centers of influence can be at generating highly qualified leads and highly desirable new clients, productive COI relationships don’t happen by accident.
The Bottom Line
Advisors who distinctly define their area of specialization are more referrable in the eyes of COIs. Providing intrinsic value that strengthens the COI’s client relationships provides you additional credibility and will reduce the time it takes to start generating referrals.
Nationally, 51% of policies need attention. Odss are the policies of your COI need your help. Further, your COIs likely are not life insurance experts, and could benefit from your expertise to determine whether a change in policy is needed to avoid potential catastrophes for their clients. Use Proformex to prove it!
Introducing Proformex to COIs differentiates you from your competitors and positions you as a life insurance specialist that provides banks, law firms, trust departments, family offices, and foundations with tremendous and immediate value for them and their clients.
Proformex’s platform is designed to lower COI’s administrative costs, save them valuable time, reduce their fiduciary liability exposure, and support their trustees’ duties while delivering their clients a world-class policyowner experience. To learn more about how Proformex can help get more referrals from COIs, visit our website.
About Mike Pepe
Mike Pepe, the visionary founder and President of Proformex, has transformed his two decades of life insurance expertise into a pioneering SaaS platform dedicated to enhancing post-sale service for life insurance policies. Starting his career at Mass Mutual and later co-founding River Financial Group, Mike honed his focus on holistic financial planning, eventually leading to the creation of The TOLI Group to address the crucial need for insurance consulting and ongoing policy management. With a personal commitment to innovation, Mike developed the foundational software that evolved into Proformex.