Proactively Identifying Risks, Service Needs, and Opportunities Among Inforce Assets with Proformex

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In the video below, our VP of Customer Operations, Niko Kantouros, chats with Mayra Nava, Insurance Support Specialist – Case Manager at Level Four Insurance Agency. They talk about why Level Four needed a solution to manage their inforce assets more proactively and some of the positive results they’ve seen since coming on board – like saving two $5M policies from lapsing. Check it out below!