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G.D. van Wagenen Financial Services is a Eden Prairie, MN-based company in the Financial Services sector.
ETFS is a Sherbrooke, QC-based company in the Financial Services sector.
Manchester Center is a Ballwin, MO-based company in the Financial Services sector.
Breckenridge Insurance Group is a nationally known specialty wholesale insurance broker, program manager, MGA and insurance services provider. The company serves independent insurance agents and brokers and financial institutions nationwide. Companies include Breckenridge Insurance Services/Elevation Authorities, Blue River Underwriters and OSC (oscis.com). The team provides access to diverse commercial insurance products, programs and contract binding authorities for varied industries, businesses and professionals through its national and international carrier partnerships. Areas of specialty include: property and casualty, products liability, professional liability, workers’ compensation and lender-placed insurance, tracking and compliance.
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.