How it works

InforcePRO – brings all your in-force life policies, across your carriers into a single, actionable dashboard.

InforcePRO one stop shop – data from all your carriers in one place

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. 

InforcePRO arms you with the latest information to help your clients and your top line revenue goals.

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.

Three steps to raising the bar for life (insurance)

#1 Raising the bar for your revenue

• 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

#2 Raising the bar for your clients

• 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

​#3 Raising the bar for your team

• 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

Supported Policy Types

Universal Life:

InforcePRO provides in-depth support for Guaranteed Universal Life (GUL) and Current Assumption Universal Life (CAUL) policy types – including 1035 exchange options

Term Life:

InforcePRO provides in-depth support for Term Life policy types

Choose the plan that’s right for your business

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 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
Get a free demo today

*The initial set-up includes data set-up, initial systems configuration, comprehensive training, dedicated on-boarding specialist, and weekly monitoring until fully operational.