We started this series with a simple idea: reactive management creates risk. Proactive processes create opportunities. In our final video, you’ll hear Kelly walk through how one lapse signal evolved into broader opportunities. What does this mean for you? Stronger...
Applied Policy Intelligence: Protecting Policies, People, and Relationships – Part 4
In our last segment, we focused on how proactive visibility can expand a single client relationship. This time, we’re taking an even bigger step out. Life insurance and annuities are often viewed as a small percentage of a firm’s revenue. But, in a competitive market,...
Applied Policy Intelligence: Protecting Policies, People, and Relationships – Part 3
In our last segment, Kelly shared how one advisor acted on timely information and prevented a policy from lapsing. That could have been the end of the story. That same conversation uncovered two additional planning opportunities: one for the client and one for their...
Applied Policy Intelligence: Protecting Policies, People, and Relationships – Part 2
One of your policies enters a lapse pending status. What happens next? Before Proformex, this one piece of information might’ve been sent through the mail or in a maze of a data feed. In both cases, it’s easy to lose or ignore. When a financial institution’s home...
Applied Policy Intelligence: Protecting Policies, People, and Relationships – Part 1
For years, limited access to insurance and annuity data created unknowns. Risk that couldn’t be seen, opportunities that couldn’t be acted on. Today, technology makes it possible to see more, serve better, and protect clients and beneficiaries more intentionally. In...
Introduction to Applied Policy Intelligence: Protecting Policies, People, and Relationships
Reactive in-force management creates risks. Proactive processes create opportunities. In a new series, we’re sharing how banks, broker-dealers, wealth managers, RIAs, and more are moving from reactive oversight to proactive management of their life insurance and...
LIBRA Insurance Partners Use Proformex’s Configurable Notifications and Reporting to Identify New Cases and Premiums
Using Proformex’s Configurable Notifications and Custom Reporting to Identify 2 Cases Leading to $89k and $5k in Premium The Challenge Lack of Tools Without a system in place to provide easy access to current, accurate information on life insurance policies, LIBRA...
Using Proformex to Generate $500,000 in Target Premium
The Challenge - Lack of Tools Duncan Advisor Resources knew they were missing engagement opportunities without a system in place to provide easy access to current, accurate information for their sales team and advisors. The Solution - Automated Alerts with Proformex...
Taking Proactive Client Outreach to the Next Level
The Challenge For years, insurance professionals have been lacking the tools and technologies they need to proactively monitor clients’ life insurance policies in the same manner that they’re able to monitor other assets. Teams like the one at The Horton Group have...
Utilizing Proformex to Uncover Opportunities and Boost Productivity
The Challenge Wiseman & Associates Wealth Management is a comprehensive financial advisory firm dedicated to serving all of their clients’ financial needs. Tom Wiseman, the firm’s President, has been providing life insurance solutions for his clients for more than...