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...
Inside ILIT Administration: A Conversation with Bob Morrison
Interview In a recent conversation with Bob Morrison of Midwest Trust, Claudia Wimer and Proformex Founder, Mike Pepe, explored shifts in the ILIT market and the capabilities required to support ILITs administration at scale. We’re grateful to Bob for sharing his...
An Introduction to PolicyGuard
What You'll Learn This webinar recording showcases PolicyGuard, our most innovative product yet. We'll take you behind the scenes to help you understand: Where marketing automation can fit into your life insurance business What a real-world implementation really looks...
Making Post-Sale Client and Policy Servicing a More Efficient and Profitable Activity
Simplicity Keystone (fka Keystone Benefits Group of Atlanta) is an executive benefits consulting group offering tailored solutions to some of the nation’s largest financial, accounting, actuarial, and employee benefit consulting firms. Their team was looking for a...
Multi-Carrier Visibility of Clients’ Life Insurance Policies for Better Post-Sale Servicing
MG&A Wealth is a wealth management firm who uses Proformex to manage the life and annuity assets within their business. Through Proformex, they're able to get multi-carrier visibility on all their clients' policies and contracts from a single login. Our platform...