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Law Offoces of Cuneo and Hoover is a Los Angeles, CA-based company in the Financial Services sector.
Montana Municipal Insurance Authority is a Helena, MT-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.
Haake Insurance Agency is a Leawood, KS-based company in the Financial Services sector.
UBA Partners are the nation’s most elite independent employee benefit advisors who band together to expand their insight and creativity to provide extraordinary solutions that mitigate costs and improve the lives of employees and their families.