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Proformex: Inforce Policy Management
October 16 @ 2:00 pm - 3:00 pm
In this webinar, join One Resource Group’s EVP of Marketing & Chief of Staff Dustin Johnson and Proformex Founder Mike Pepe as they discuss how you can ensure your client’s best interests remain intact while expanding your own business.
Whether you are an independent agent, producer or advisor, the ability to automate ongoing policy performance monitoring will reduce risk, save time and provide opportunities for growth.
You will learn how Proformex provides:
- Complete Portfolio Visibility
- Automated Illustration Ordering
- Client Ready Policy Reviews
- Scheduled Premium Reminders
- Policy Monitoring Against Your Client’s Objectives
- Drill Down Analytics
Discover the Proformex Advantage and learn more about the exclusive opportunity only available to you through the ORG-Proformex partnership.