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 office team partnered with Proformex, the data point came in through a data feed and was organized by Proformex into an elegant and clean dashboard. At the same time, a notification was sent directly to the financial professional who has the relationship with the client, who knew exactly which action to take: Engage the client, engage the BGA partner, provide context and recommend a solution.
Now, the premium got paid, the policy can stay in place, and all parties are satisfied.
See for yourself how Proformex can help carriers keep their promises, advisors protect their client relationships, home offices retain happy advisors, and most importantly, keep more families protected.
In our next installment, we’ll start to walk you through a single policy’s story, one data point at a time, to show what proactive oversight looks like in practice.