Snapsheet Inc’s Post

🐣 From Spreadsheet to Table, We’re Serving Up Fresh Solutions 🐓 We’re Proformex, we bring fresh solutions to the table. Our platform turns the difficulty of accessing disorganized data into opportunities for actionable insights. By aggregating critical information across multiple sources, Proformex provides a comprehensive and easily understandable view of your clients’ portfolios.  As a financial advisor, you’re likely familiar with these challenges. But what if you could solve these problems in innovative ways and create new value from our data?   Imagine having all your policy and contract data in one place, enabling you to make informed decisions quickly and efficiently.  We'd love to show you how Proformex can revolutionize your practice. Are you available for a 10-15 minute demo? #Advisors #FA #Proformex 

Empower your team with QuickClaim, the tool that simplifies the journey from incident to injury. 🔍 See how QuickClaim makes claims management a breeze. #employersafety #workerscomp #solutionprovider #quicksafe #quickclaim #elumina

Having the right policy details available at the time of a claimant need is “where the promise is fulfilled,” says Dan Watt, FINEOS SVP Product Management. By simplifying client issues and claims, FINEOS AdminSuite allows insurers to make good decisions and support the claimant. Read Dan’s article on this subject, where he points out that modern technology can save insurers $5 million - $10 million annually. https://okt.to/9frNGX #claimsmanagement #groupbenefits #employeebenefits #claims

In Q4 2023, LifeComps participants reported a total return of 4.93%, primarily driven by a large price appreciation. This was a reversal from last quarter’s negative return and is the first positive total return above 4% from LifeComps since June 2020. The high total return is primarily attributed to the lower long-end interest rates in the fourth quarter. Access Trepp, Inc.'s Q4 2023 LifeComps Report here 📩 https://hubs.li/Q02mQTy70 #Trepp #CRE #CMBS #LifeComps #LifeInsurance #CommercialRealEstate

Don't take my word for it - here are some quotes from my retail brokers that started using the Amwins Marketplace this month "I use portals all the time, I'm a big fan of the Amwins Portal." "The Amwins portal is soooo easy to use." "This is how all portals should operate." If you haven't tried the Amwins Marketplace, you are missing an opportunity to save yourself time and serve your clients more effectively. We have multiple admitted & non-admitted carriers for Cyber, MPL, D&O, EPL and Tech E&O. Contact us to set up a demo if you want to know more! #amwins #amwinsmarketplace

Attention providers! Are you in need of rapidly deployed eligibility and claims solutions due to recent industry outages? Look no further than FinThrive. Our recorded webinar showcases how we can quickly stand-up solutions to meet your needs. Don't let outages slow you down, watch now. #FinThrive #eligibilitysolutions #claimssolutions #webinar

Agents, would you like to start winning more accounts in Professional Lines? How does having access to multiple top tier carriers, expert analysis, and the ability to specifically brand the material to your agency sound? This is just another way for us to #HelpYouWin! Reach out to learn more!

Ok, so we can't share all our secrets, but we can provide you with a snapshot of our product in action. We have built Binderr alongside leading industry experts to ensure the highest quality onboarding software. Collaborating closely with these experts has empowered us to guarantee that Binderr effectively addresses issues, ensuring its excellent suitability for professional firms. As a result, every firm and compliance expert we have shared our software with has provided such encouraging and positive feedback. So much so, we had to share a taster of what Binderr can do with you. Remember: You only get one chance to make a great first impression. It starts with onboarding. Schedule a call with our team - https://binderr.com/demo #ClientOnboarding #AMLCompliance #KYC #KYB #RiskManagement

Traditional self-insurance systems often feel outdated and cumbersome, but QuickClaim is changing the game. Designed specifically for national self-insurance needs, QuickClaim offers an easy-to-use platform that simplifies claims management, making it faster, more efficient, and accessible. Get rid of clunky systems and say hello to modern efficiency. #employersafety #workerscomp #solutionprovider #quicksafe #quickclaim #elumina

Happy Monday! Say goodbye to sky-high expenses and hello to a better benefits plan with ClaimLinx! Learn how you can slash costs without compromising on quality. Don't miss out – schedule your session today and start saving big! #CuttingCostsWithClaimLinx #BenefitsBoost