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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.
Agents Choice Insurance is a Cleveland, OH-based company in the Financial Services sector.
For 150 years, Fireman`s Fund has partnered with independent agents to protect the future for individuals, families and businesses. We`ve helped rebuild cities, insured major construction projects, and managed risk for the world`s most popular films. Our storied and inspiring history is a legacy that demonstrates our commitment to the people we protect and the community in which we live. Visit our interactive timeline (http://firemansfundtimeline.com/) for an engaging look at our contribution to the American fabric. Today, we are industry leaders in high net worth, entertainment and green insurance. Our commercial solutions protect businesses and reduce loss to help them stay competitive. Backed by superior claims and risk services, we protect our customers before, during and after they incur a loss. And, a member of the Allianz Group — one of the world`s largest insurance providers — we have a strong financial foundation.
Independent Planners Group is a Carefree, AZ-based company in the Financial Services sector.
Lemark Insurance is a North Hollywood, CA-based company in the Financial Services sector.