Connecting Visibility to Opportunity

Our inaugural user conference was virtual this year! The action-packed agenda included presentations and discussions from industry thought leaders, executives, partners, customers, and members of the Proformex team. Presenters and panelists focused on the life insurance industry’s shift toward a digital-first landscape and shared best practices for continuing to adapt and evolve. You can watch the recording of each session below!


Each session was recorded live on October 21.

A Growth Mindset for the Life Insurance Industry

In this session, our CEO, Kristie Beck, talked about her emphasis on a growth mindset across our company. Hear her message on ways we can grow together as a community and come out stronger than ever on the other side of COVID-19.

Watch the Recording


Kris Beck,
CEO of Proformex

Keynote - State of the Industry Address from Bobby Samuelson

Bobby Samuelson offered the keynote session during our user conference and shared some fascinating never-before-seen, never-before-heard insights and data on policy performance and the importance of proactive policy management. Catch up on what you may have missed.

Watch the Recording


Bobby Samuelson,
President of Life Innovators

The Power of Proformex Was Built on Collaboration [ADVISOR PANEL]

Our Founder, Mike Pepe, and his panelists discussed the collaborative efforts that go into what you know today as Proformex. Hear from first-hand early adopters how the platform has grown and helped them evolve their own businesses.

Watch the Recording


Mike Pepe,
Founder of Proformex


Tate Groome, CFP, CLU, AEP,
President of LifeTrust3D


Chad Neifer,
Founder of inForce Insights


Randy Hester,
Managing Member at Universal Insurance Group

Data is the Holy Grail

We all get a little FOMO (fear of missing out) from time to time. In her session, our Chief Technology Officer – Dr. Amanda Yoho – talked about some of the opportunities you could be missing out on if you don’t capitalize on data that’s available to you. She also illustrated the importance of establishing strategic partnerships with organizations who can help you take data and make it actionable. Hear what she shared with attendees in the recording below.

Watch the Recording


Amanda Yoho,
CTO of Proformex

Life Insurance – From Survive to Thrive [BGA/IMO PANEL]

Proformex VP of Sales, Steve Lance, hosted a panel discussion that focused on tactics and best practices for taking your business as a BGA or IMO to the next level. It’s not enough to just get by; learn how top performing BGAs and IMOs are staying ahead of the competition and what you need to do to catch up via the session recording below.

Watch the Recording


Steve Lance,
VP of Sales at Proformex


Cathy Neifeld,
Partner & General Counsel at AgencyONE

Dustin Johnson

Dustin Johnson,
EVP of Marketing & Chief of Staff at One Resource Group

Scott Weber (1)

Scott Weber,
VP of Technology and Practice Management at Lion Street

Digital Shift: Maximizing Service and Technology in Today’s Environment [CARRIER PANEL]

Change is scary. How can you overcome that fear and use it to propel yourself into the future? These panelists, led by our VP of Customer Experience, Kelly Lytle, shared how they’re seizing opportunity and growing as they go.

Watch the Recording


Kelly Lytle,
VP of Customer Experience at Proformex

Dave Peters

Dave Peters, CLU, FLMI,
Director of Digital Distribution at Principal Financial Group

Sheri Rhoades

Sheri Rhoades,
VP of Business Transformation at Penn Mutual

Simplifying the World of Complex Technologies [CUSTOMER PANEL]

With technology, no task is insurmountable. Our Director of Customer Success, Niko Kantouros, and his panelists illustrated how seemingly complex technologies, once fully embraced, actually made their lives easier.

Watch the Recording

Niko Headshot

Niko Kantouros,
Director of Customer Success at Proformex


Will Cassidy,
Managing Principal of Cassidy & Co

Michael Falkenstein

Michael Falkenstein,
Director at Keystone Benefits Group of Atlanta

Mark Gurko

Mark Gurko,
Team Leader of Corporate Accounts at Oswald Companies

Finding Calm in the Chaos [CEO PANEL]

2020 has been a wild ride, so what can we expect for 2021? Our panelists and moderator - Proformex CMO, David Morris - demonstrated why their leadership has been instrumental in helping us as an industry navigate challenges and instilled confidence in their ability to keep guiding us forward.

Watch the Recording

David Morris Headshot

David Morris,
CMO of Proformex


Bill Pieroni,


Marc Cadin,
CEO of Finseca

Dan LaBert

Dan LaBert,

Submit Form to View All Recordings

Inforce 2020 is over but you can still hear all the different perspectives from across our industry. From best practices, to industry insights, to lessons learned and emerging tech solutions, Inforce 2020 On Demand is where you can hear from the life insurance community and participate in establishing a shared vision for the growth of our industry.