The financial professionals we work with consistently share what they value most from us is our ability to provide information that’s ready for their business to act on now. Our key releases this month deliver on our mission of getting business-ready insights into your hands in more places and with more complete data, so you can use it to keep your business moving forward and keep improving clients’ outcomes.
Your Favorite Homescreen Widget, Now Even More Configurable – Quick Actions
One of the homescreen widgets our customers appreciate most is our Quick Actions. Here you can find single line item counts of policies, contracts, insureds, or owners that fall into different categories that your business may be focused on. This way you know immediately what needs attention inside your book.
Quick Actions gives you a running list of where to focus, and now, it’s more configurable to your particular business needs. Choose from options like:
- Insured/owner birthdays upcoming
- Annuity specific alerts
- Upcoming surrender charge expiration dates
- Surrender period ending soon
- MYGAs approaching guarantee period end
- Fixed annuities over 10 years
- Annuitants entering RMD age
- Policy specific alerts
- Policies in lapse pending
- Policies out of surrender permanent contracts
- Permanent policy > 15 years old
- Upcoming anniversary date
- Upcoming conversion end date
- Upcoming coverage end date
- Upcoming premium due date
- And a growing list of additional categories
Now, the moment you or someone on your team logs in, these insights are waiting, and you instantly know where to focus your resources for the day or week ahead. And you’re never locked into one configuration. As your business priorities shift, you can work with your CSM to update your Quick Actions to stay aligned with what matters most right now.
The best client outcomes happen when you and your team have easy access to timely information that can drive meaningful conversations about your client’s holistic financial plan. Quick Actions keeps that information right at your fingertips.
See the Full Picture on Subaccounts and Segments
This is another step toward more complete actionable data. Now, at the individual annuity and policy level, Proformex users can see:
- Breakdowns of how funds are allocated within a subaccount
- When money will be eligible for reallocation after any lockup period ends
- The specific rates associated with these segments
This level of detail is exactly what we see our customers use to drive meaningful client conversations. When you understand exactly how a client’s assets are structured, you can more confidently analyze them against the client’s broader financial plan. You’ll have a clear view of when it might make sense to 1035 exchange to a new product and whether the current interest rate environment supports that move.
This enhancement is a natural continuation of our efforts to put more robust, timely insights in the hands of the financial professionals who know their clients’ unique situations best.
Filter, Report, and Notify with More Precision
If you use Proformex to filter your book, build reports, or trigger automated notifications, this one’s for you. We expanded the range of data placeholders available across these functions, including predefined options for the date ranges you use most often (think YTD, this quarter, this month, and today).
Instead of manually configuring date logic every time, you can now build filters and reports that automatically stay current. A notification rule set to fire on policies or contracts meeting certain criteria “this quarter” will always reflect the right window, giving you more time to act on the data and less time organizing it.
Bringing It All Together
Each of these releases reflects the same underlying commitment: the more complete and accessible your data is, the better positioned you are to serve your clients and achieve your business goals. We’re continuing to build toward that with more exciting enhancements coming that will further expand what you can see, filter, and act on across your book.
Ready to explore what’s new? Connect with your CSM or schedule a demo to see these features in action.