GET READY! With Mike Pepe: E8 - Improving Life Insurance Review Processes with Technology
"The bottom line is the Golden Rule, try to do the best thing for the client, treat them just like you want to be treated. And, really be passionate about what you do" - Mike Pepe
In this episode of GET READY!, Tony Steuer spoke with Mike Pepe, founder of Proformex (here) about Proformex’s life insurance policy management system. We discussed how Proformex utilizes technology to enable insurance agents, financial advisors and trustees to more efficiently manage their customers life insurance policies. Mike and I also covered how Proformex is designed to expedite the policy review process and…
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