Manage risk and grow revenue from one digital insurance platform
Gain actionable insights to help fuel growth for you and your advisors
Unlock new opportunities from your sales and distribution channels
Protect client best interests while growing your business
Clients expect excellent service. How can advisors meet their clients’ expectations while simultaneously growing their practice?
Life insurance is constantly evolving. Everything from industry regulations to new product offerings across multiple carriers can impact the way an advisor chooses to do business. But two things that remain true are:
Though it may seem like they are, these two concepts are not at odds with each other. In fact, it’s possible to achieve the goals of offering incredible client service and increasing revenue at the same time. Download our latest white paper to learn more.
Discover how some advisors have used proactive inforce management as a way to better serve their clients and grow their practice without adding hours of admin work to their day.
We'd love for you to see the Power of Proformex in action.