1001 Lakeside Ave E
Cleveland, OH 44114
Proformex is the leading inforce management platform offering data aggregation, analytics, and portfolio monitoring for life insurance and annuities. The platform is purpose-built to help advisors, GAs/BGAs, IMOs, financial institutions, settlement companies, and broker-dealers protect their clients’ best interest and ensure regulatory compliance by monitoring individual policy performance, identifying at-risk policies, and uncovering new sales opportunities. Our automated solutions make inforce management more efficient, more profitable, and results in better experiences for policy owners. To learn more about Proformex at: https://www.proformex.com/
November 16th at 12 PM Eastern
What You’ll Learn
One of the biggest takeaways from this year’s new regulatory measures regarding client service is that your approach needs to be proactive and comprehensive. It is not enough to comply to the lowest common denominator; you must establish compliance in all facets of your client relationships.
To uphold your client’s best interests, you must help those clients consider all options, from replacements to modifications and to life settlements, and empower them with the information they need to make data-driven, critical decisions that will help enhance their outcomes.
How are you currently accessing that information? And how are you distilling it down into an easy-to-understand, client-ready format?
In our virtual roundtable with Ashar Group, Magna Life Settlements, and Policy Market, our panelists will discuss how they’ve established processes and procedures by leveraging technology and software solutions to enable better, more complete, and more proactive service.
A roundtable discussion with Mike Pepe, Founder of Proformex; Marc Byrnes, Chairman Emeritus of Oswald Companies; Ken Leibow, CEO, Founder & Chairman of InsurTechExpress; and Ryan Pinney, President of Pinney Insurance.
Hosted by David Morris, Chief Marketing Officer of Proformex, the discussion encompasses various perspectives of the industry’s past, present and future, taking into account how COVID-19 has affected the way we do business currently, and how that might affect things to come.