It’s 9 am on a Monday morning. Fresh, steaming mug of coffee in hand, you log in, ready to take on whatever the day will bring. You take your first sip and dive right in. First, you check your Outlook calendar to see what reminders await you there. Yikes. Nevermind, let’s start with something that’s hopefully a little less daunting. You switch over to *that* spreadsheet. You know the one. And that awful feeling you had somehow only gets worse. You scroll through cell after cell, tab after tab, looking for that one task for that one client that you just know there was a reason to reach out to this week. Day ruined (and it’s not even 10 am yet).
What if we told you it doesn’t have to be this way anymore?
Reheat your coffee. We’ve got what you need.
Stop Hunting, Start Doing
Introducing Task Management & Task Workflows in Proformex. Now, your tasks can live right alongside the rest of your information on your clients’ life insurance policies and annuities. Instead of switching back and forth from whatever manual, cobbled-together task management processes you’ve had to use in the past, you can create all your task reminders in the platform.
Tasks can be associated with a specific policy or annuity contract, or for our customers who use our ILIT admin offerings, a trust. And when you log in to Proformex, you can have a brand-new home dashboard widget that shows you all your upcoming and past due tasks in one view. Isn’t that a better way to start your day? No more hunting down client birthdays, term conversion period end dates, annual client reviews on policy anniversaries, or whatever other recurring tasks you’re keeping track of to keep your business running smoothly. It’s all right there, in one place. Plus, you can opt in to email and in-app notifications so you always know when a task is created or updated.
In addition to one-off tasks, users can now create custom Task Workflows to kick off a series of sequential tasks after a certain milestone is reached. We’ve seen customers use these Task Workflows in many ways, including:
Client outreach & policy servicing
- Client birthdays
- Insured reaching age 70 and needing a coverage review
- Term policies reaching ART status
- Lapse pending notices
- Owner or beneficiary change forms
- Requesting additional types of illustrations upon policy and contract anniversaries
Compliance & carrier operations
- Address verification from carriers
- Surrender form requests
ILIT & premium funding
- Tracking ILIT premium funding and gift reminders
- Annual governance audit reports for trustees
No matter what recurring tasks you’re managing in Proformex, you can configure them for the time and frequency that makes the most sense for your business. Any time a policy, contract, or trust meets the criteria you set for enrollment in a Task Workflow, those task reminders will automatically get created and assigned to keep you and your teams on track. You can always edit, turn off, or even archive any Task Workflows you create if business priorities shift.
Ready to see the most intuitive way to manage tasks with Proformex? Reach out to your CSM or schedule a demo to see what’s new.