On the heels of back-to-school season, our product team put out a release that had me reflecting on how good it feels to start fresh.
It took me right back to all those end-of-summer trips to the store with mom to pick out just the right three-ring binder, color-coded folders and notebooks for each class subject, and other shiny new school supplies that were surefire signs of the greatest year of my life lying just within reach. (By the way, math = red, science = green, social studies = blue, language arts = yellow, and art = purple; any other school supply color-coding system is WRONG!)
The endless possibility had me asking myself all kinds of questions:
Is this the year I graduate to a simple and classic brown paper sack, or should I upgrade to a new, more sophisticated lunchbox that will impress my classmates? Should I replace my beloved old blue floral velvet pencil pouch? Will mom let me stuff it full of those gel pens I’ve been begging to get for literal years? CAN I FINALLY HAVE A ROLLING BACKPACK NOW THAT I’M WALKING TO SCHOOL EVERY DAY?!?!
No matter the decisions I made, there was just something about getting the new gear that felt a lot like getting my life together and becoming who I was always supposed to be.
That’s the same feeling I got when I first saw the new look of our policy and annuity details pages. With a color-coded dashboard, intelligently organized information that displays all on one page, and action-oriented alerts telling you what to focus on next, it all gives you the sense that, yes, this WILL, in fact, be your year. Mark my words!
What can you do with the new policy and annuity details pages in Proformex?
The new dashboard-style experience brings key metrics, important milestones, actionable insights, contacts, riders, transactions, and tasks together in one centralized view, helping you:
Know Where to Focus
The new Insights & Actions cards proactively surface potential opportunities and follow-ups, including upcoming anniversaries, conversion deadlines, lapse-pending policies, surrender periods, RMD activity, premium due dates, and more.
Instead of searching for risks and opportunities across your book, Proformex brings them to you. Just like when your teachers hand-delivered all the important due dates you’d need to keep track of in the quarter ahead with the syllabi you definitely didn’t lose on day 3 of school.
Get the Big Picture at a Glance
Key policy and contract metrics, important dates, and lifecycle milestones are now front and center. Enhanced views also make it easier to quickly understand values, premiums, withdrawals, cost basis, and subaccount allocations. Riders, key contacts, transactions, and outstanding tasks are all at your fingertips.
Think of it like the monthly view in your planner where you (thankfully) copied all the homework assignments and test dates from all the syllabi you got before they mysteriously disappeared forever (just kidding, they were hiding in plain sight at the bottom of your new backpack. You knew you were off to a better start this year!).
See it for yourself!
Whether you were also a back-to-school optimist who reinvented yourself every year or not, we hope that the changes we’ve made to the policy and annuity details pages spark some kind of joy. Or at the very least, save you some time on keeping your book organized so you can get more valuable face-to-face time with clients. To see these changes in action, reach out directly to your CSM or schedule a demo.