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Policy & Annuity Reviews are Configurable

Policy Review

Name your Policy Review
How to Finalize a Review / Open a Review
How Do I Create & Edit Review Cover, Recommendation & Disclosure Pages
How Do I Create a Policy Review?
Proformex Best Practices: Setting Review Parameters- Policy Guidelines & Carrier Requests
What Account Admins Need to Know about Monitoring Guidelines
Performance Tracking – How are Policy Guidelines Set?

Document Requests

How Does Proformex Request Policy Documents from Carriers?
Proformex Standard Carrier Document Ordering Process
Are InForce Illustration Requests Customizable?

Portfolios

How Can I Use Portfolios?
How to Create & Use a Custom Firm Portfolio Review Template

Document Processing

All You Need to Know About Uploading Documents in Proformex
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