| Name | Title | Contact Details |
|---|
Tequesta Agency is one of the leading companies in the Financial Services sector.
Sweeney and Sweeney Insurance is a Chico, CA-based company in the Financial Services sector.
Since 1919, Schwartz Brothers has been providing quality insurance products and programs backed by a commitment to personal service. We are skilled in protecting the financial assets of businesses, industry, institutions and associations. Of course,
Worldsource Insurance Network is a Vancouver, BC-based company in the Financial Services sector.
Twenty-five years of experience in the rapidly changing life insurance industry led the creators of Proformex to the conclusion that agents, fiduciaries, trustees, insureds and policy owners need a way to analyze, monitor and govern InForce policies to track whether the insurance contracts perform as intended. From the beginning, Proformex software was created to set a new professional standard of proactive InForce Policy Management that: - Responds to the greatest disconnect between client and advisor: clients expect that their insurance will be proactively managed according to defined objectives over time, but advisors and trustees are ill-equipped for these long-term monitoring and management commitments. - Enables agents to analyze and monitor their InForce book of business in a consolidated location regardless of when and where the policy was written. - Automates the request of and archive important policy documents, including statements and illustrations. - Proactively monitors InForce policy performance and receives automated alerts and notifications in the event a policy goes off-track from the intended financial and coverage objectives. - Changes the way life insurance is sold, monitored, and serviced.