Nextway Software’s Post

At Proformex, we know that the insurance industry can be complex. That's why we've created a platform designed to help financial institutions make sense of it all, leading to improved client outcomes and operational efficiency.   💡 Reveal Hidden Data: Our unique partnerships with carriers allow us to process extensive data sets, offering customizable views that help you uncover insights you didn't even know existed. We present complex information in a clear, intuitive format that you can easily understand and act upon. ⚡ Take Decisive Action: Data is only as good as what you do with it. With Proformex, you get advanced analytics, configurable reporting, and real-time alerts, enabling you to make informed decisions at critical moments. 👥 Keep Teams in Sync: Proformex lets you control who has access to specific data and updates, ensuring key stakeholders stay informed and aligned. This coordination reduces miscommunication and keeps everyone focused on achieving the best outcomes for your clients.   🌐 Ready to see how Proformex can change the way you work with insurance? Visit our website for more information or contact us to schedule a demo. #Proformex #Insurance #FinancialServices #Efficiency #ClientOutcomes 

ICYMI: Last week our co-CEO, Andrew Wynn, joined Embroker's CFO, Brian Acks, to have an hour-long fireside chat with Business Insurance to discuss the future of agency accounting. Learn about how Ascend fits into the evolving tech stack that CFOs are using to not only elevate the customer experience, but also help their teams spend less time on repetitive back-office tasks. If you didn't get a chance to catch it live, you can still watch it here: https://lnkd.in/d96sxp7w #insurance #insurtech #embroker #webinar #businessinurance

I have attended this webinar last week and it got some interesting insights on agency billing processes & future agency accounting.

Exciting update 🌟 #Demotech, Inc. has upgraded the Financial Stability Rating® (FSR) assigned to Lighthouse Title Insurance Company to #A, #Exceptional. This level of FSR is assigned to insurers who possess exceptional financial stability related to maintaining positive surplus as regards policyholders, liquidity of invested assets, an acceptable level of financial leverage, reasonable loss and loss adjustment expense reserves (L&LAE) and realistic pricing. #titleinsurance #screalestate #realestatelaw

BareRock is here to offer digital efficiency with a human touch. Working with firms that can demonstrate robust processes, a culture of responsible conduct and a track record of consistently delivering positive outcomes. The result? Fairer and more stable PII premiums for regulated financial advice firms. #pii #professionalindemnity #professionalindemnityinsurance #insurance #insurance_solutions #insurancebroker #financialadvisor #financialadvisor #tech #innovation #insuranceinnovators #barerock

Managing insurance and annuities at scale can be a challenge. Proformex is here to bridge the gaps between your work and the insights you need by offering you the tools and reports needed to stay ahead. 🔍 See Everything at Once: Our platform aggregates complex and disorganized data from multiple sources, providing a clear, comprehensive view of your clients’ insurance assets. 📊 Identify Risks & Opportunities: With Proformex, uncover smart insights and hidden opportunities within your business. Empower your advisors to bring insurance into planning conversations effectively. 📈 Connect Teams & Take Action: Ensure your entire organization stays informed with first-of-their-kind reports and notifications, reducing risk and enhancing collaboration. 🌟 Achieve Better Client Outcomes: Proformex helps you proactively engage with clients, delivering strategic value and preferred outcomes from a historically underappreciated asset class.   Ready to transform your approach to insurance management? Let’s connect and discuss how Proformex can support your success. #Proformex #LifeInsurance #EnterpriseSolutions #RiskManagement #ClientSuccess 

Do you find it challenging to fully leverage the potential of your life insurance and annuity portfolios? Proformex can help you overcome these obstacles, unlocking hidden revenue streams and ensuring full compliance with industry regulations. 💼 Unlock New Revenue Opportunities: Proformex consolidates critical data and provides actionable insights, enabling advisors to identify and act on opportunities for conversions, upsells, and cross-sells. Our platform has consistently driven substantial revenue growth in a traditionally underappreciated asset class. 🔒 Ensure Compliance and Data Security: In today's regulatory environment, safeguarding client information and maintaining compliance is crucial. Proformex is built with robust security measures and automated tracking to help you stay ahead of compliance requirements, minimizing risks and enhancing trust. Ready to see Proformex in action? Let’s connect and explore how our platform can support your success. #Proformex #FinancialServices #DataSecurity #FinancialInstitutions 

Say goodbye to double handling data with the Folio Broker Platform! 🚀✨ Now integrated with INSIGHT, our platform saves insurance brokers time and money. Enjoy seamless updates, manage all your claims in one place, and benefit from standardised record keeping and client management. Discover the efficiency and convenience of Folio today! #FolioBrokerPlatform #INSIGHTIntegration #InsuranceInnovation #TimeSavings #CostSavings

Grow Your Business and Protect Relationships with Proformex! 📈 Managing insurance and annuity portfolios can be complex, and without the right tools, your client relationships and future AUM may be at risk. Proformex is designed to help financial institutions safeguard what matters most—all while unlocking new opportunities for growth. Here’s how we can help: 🔒 Safeguard Client Relationships  Provide proactive service with clear reports and timely outreach, ensuring your clients always feel valued and informed. 🚨 Reduce Risk  Keep up-to-date information at your fingertips to minimize exposure to unknown risks and make confident, informed decisions. 💼 Protect Future AUM  Minimize policy lapse risks and protect client benefits while uncovering new opportunities for AUM growth through life insurance and annuity management. 💡 Grow Your Business  Identify opportunities for conversions, upsells, and cross-sells, turning insurance and annuities into reliable revenue generators. Curious how Proformex can help your institution thrive? Let’s connect and explore how we can strengthen your business and client relationships. #Proformex #FinancialInstitutions #LifeInsurance #Annuities #ClientRelationships #InsurTech 

Grappler’s automated reconciliation of the payment & policy process streamlines and standardises multiple sources of data from disparate systems, into a single, convenient platform, providing a comprehensive audit trail, and ensuring transparency and governance of your premium trust accounting processes. By automating the reconciliation process, our clients can eliminate time-consuming and error-prone manual work, freeing up skilled staff to focus on higher-value tasks. Grappler supporting sustainable growth and performance in the face of evolving economic conditions and market dynamics. Reach out today to learn more about the benefits our commercial insurance clients around the world are realising. contactus@grappler.io Insurtech UK Insurtech Australia Underwriting Agencies Council (UAC) Alistair Harold Colleen MacCarthy John Nowak #insurance #reconciliation #compliance #insurtech #growth