top of page
aqua blob.png

Vision helps you discover the gold mine
within your book-of-Business.

Completely change the way you serve and grow sales with Techficient's inforce-policy management.

maybe this one_edited.jpg
Inforce Policies_edited.jpg

Unearth Leads & Grow Sales 


Data is expertly parsed and delivered in a clean, easy to understand format.

  • Quickly and easily identify new opportunities.

  • Turn leads into sales.

  • Serve more clients.

Actionable Alerts

Receive clear, actionable insight around your inforce block of business:

  • Policy deadlines that lead to new opportunities.

  • Important changes in a policy. 

  • Administrative information.

IPM Notifications in PHone.jpg
bottom of page