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Asset Advisors is a Brookfield, WI-based company in the Financial Services sector.
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.
Combined Insurance Co is a Ocala, FL-based company in the Financial Services sector.
Risk Strategies is a growth focused, privately-held, National Specialty Insurance Brokerage and Risk Management Advisor. We successfully assist organizations and individuals simplify the process of protecting assets, offering benefits and minimizing liability. With over 100 plus offices across North America, we thrive on our passion to be ranked a Best Places to Work since 2018 by our most important asset, our employees. For 2020, Risk Strategies was named 6th Fastest Growing Firm, 8th Largest Personal Lines Broker, 11th largest privately-held P&C Broker and the 16th largest US Broker by Insurance Journal. Risk Strategies is proud to be Private Equity backed by one of the oldest and most established firms in the private equity industry and a leading investor in the insurance sector. As an Employer of Choice, we offer a competitive compensation and benefits package and an exciting, challenging career opportunity to over 2500 employees currently.