The Challenge Fulcrum Partners is an executive benefits advisory that provides an array of services to its clients from life insurance coverage to wealth transfers, buy-sell agreements, and more. Their inforce book of business dates back a few decades and spans a...
Growing and Reinforcing Client Relationships with Proformex’s Forward-Thinking, Modern Technology
The Challenge York International is a leading independent insurance broker primarily focused on P&C. As both their clients’ needs and their practice grew, York expanded to offer an even more holistic service to their clients. Today, those clients can work with...
How a Lapse-Pending Alert Led to a Conversion with a $13k Premium
The Challenge The Thompson Agency, Inc. needed a solution to help manage their growing book of life and annuity business. Historically, this has been an area in the industry where technology is lagging, so they were optimistic when they found Proformex that it could...
Identifying 2 Term Conversion Cases for $28k in Premium with Proformex
The Challenge Berson-Sokol Agency, LLC works diligently to ensure their agents and advisors have access to the best tools and resources available to empower them to manage and maximize their business. Historically, when it came to life insurance, there weren't many...
Enabling Carrier Data Feeds with Proformex for Better Client Outcomes
Lion Street has been a Proformex partner since 2015. Their mission for their more than 200 independent firms is to provide individual life insurance, corporate and business solutions, and wealth management services to high net-worth individuals, business owners, and...
CBS Brokerage, LLC Uses Proformex to Consolidate Information and Proactively Monitor Policy Performance
The Challenge The folks at CBS Brokerage, LLC provide product expertise, advanced planning, and risk management services to a multitude of independent advisors, fiduciary advisors, and specialty insurance firms. One of the advisors they work with primarily writes...
Gaining Entrée into the Next Generation
The Challenge Bob and Anne Larkins work with mostly high net worth clients. One of their clients is a wealthy policy owner with eleven life insurance policies in his portfolio. Of those policies, some are personally owned, some are business owned, and the remainder...
Using Proformex to Be Proactive and Mitigate Fiduciary Risk
The Challenge LifeTrust3D was created to provide exceptional inforce life insurance service and support to fiduciaries across the country. As their practice rapidly grew over time, monitoring and managing their clients’ life insurance policies became extremely...