At the click of your mouse, the InforcePRO dashboard centralizes and prioritizes all in-force policies under your management, across your various carriers.
Your dashboard highlights policies with the greatest potential revenue opportunity, as well as those in urgent need of attention.
Behind the scenes, InforcePRO gathers and analyzes the performance of each in-force policy against carrier illustrations and compares alternative products.
Armed with your dashboard and client-ready reports, you can deliver fast, outstanding service, uncover hidden revenue opportunities and focus on your business priorities.
• Use InforcePRO’s intelligent analytics to mine existing books of business for dormant opportunities and new revenue
• Identify and manage or absorb/acquire orphan policies
• Develop long-term relationships with clients and set the stage for referrals, resell and cross-sell opportunities
• Conduct meaningful annual policy reviews without additional overhead by using automatically generated reports & illustrations
• Be alerted to term expirations, potential policy lapses or the need for increases in premium
• Offer new product options that better serve changing needs with automatically generated reports, illustrations and explanations
• Minimize risk through proactive policy management and compliance-driven workflows
• Prioritize effort towards highest value opportunities flagged by the InforcePRO dashboard
• Access all the policies across all your carriers through a single online system
• Free up your team to focus on what’s important by automating time-consuming, manual processes
InforcePRO provides in-depth support for Guaranteed Universal Life (GUL) and Current Assumption Universal Life (CAUL) policy types – including 1035 exchange options
InforcePRO provides in-depth support for Term Life policy types
Our pricing model is simple and designed for the unique needs of agents- from individuals to large agencies. You can also customize any of plan with upgrades of additional agents, carriers, policies or illustrations – our sales team will be happy to help you build the perfect solution for your needs.
$1,499 per year
$2,499 per year
$3,499 per year
|# of Agents||1||3||7|
|# of Carriers||3||7||15|
|# of Policies||250||750||1500|
|# Permanent Policy Illustration Analysis||10 per month||15 per month||20 per month|
|Support||Email & Phone||Email & Phone|
|Regular carrier data update||Yes||Yes||Yes|
|Automated filtering & analysis of in-force policies||Yes||Yes||Yes|
|Robust resource and help center||Yes||Yes||Yes|
|Agency branded reports, quoting & needs analysis||Yes||Yes||Yes|
|Unlimited Access to InforcePro Academy Training Classes||Yes||Yes||Yes|
|Automated alerts & notifications||No||Yes||Yes|
|Multi-agent executive dashboard||No||No||Yes|
|Designated account manager||No||No||Yes|
|Membership on Advisory Council||No||No||Yes|
|One-time set-up fee*||$499||$699||$999|
*The initial set-up includes data set-up, initial systems configuration, comprehensive training, dedicated on-boarding specialist, and weekly monitoring until fully operational.