Connecting Visibility to Opportunity

Our inaugural user conference is going virtual this year! Join us for an action-packed agenda full of presentations and discussions from industry thought leaders, executives, partners, customers, and members of the Proformex team. Presenters and panelists will focus on the life insurance industry’s shift toward a digital-first landscape and sharing best practices as we continue to adapt and evolve.


Join us virtually on October 21 from 10am to 3:30pm EST

A Growth Mindset for the Life Insurance Industry

10:00 am (30 min)

In this session, Proformex CEO, Kristie Beck, will talk about her emphasis on a growth mindset across our company. Join us to see how we can grow together and come out stronger than ever on the other side of COVID-19.


Kris Beck,
CEO of Proformex

Keynote - State of the Industry Address from Bobby Samuelson

10:30 am (45 min)

We are pleased to announce that industry expert Bobby Samuelson is our keynote speaker. He'll offer an honest review of where the life insurance and annuities industry is now, and where it’s going next.


Bobby Samuelson,
President of Life Innovators

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

11:15 am (30 min)

Our Founder, Mike Pepe, will take us back to the early days of Proformex and share a few stories about the genesis of our platform, and how 2 of the 3 panelists contributed to its evolution. The third panelist is a newer customer, but he has embraced the same collaborative spirit and provided instrumental feedback to help us keep making our product better.


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

12:00 pm (30 min)

What opportunities could you be missing out on? In this session with Proformex CTO, Dr. Amanda Yoho, we’ll show you how inforce data and analytics can help you easily identify opportunity and capitalize on it.


Amanda Yoho,
CTO of Proformex

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

12:45 pm (30 min)

Proformex VP of Sales, Steve Lance, will lead this panel discussion that will focus 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.


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]

1:30 pm (30 min)

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, will share how they’re seizing opportunity and growing as they go.


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]

2:15 pm (30 min)

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

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]

3:00 pm (30 min)

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

David Morris Headshot

David Morris,
CMO of Proformex


Bill Pieroni,


Marc Cadin,
CEO of Finseca

Dan LaBert

Dan LaBert,

Register Here

Join us for a rare opportunity to hear different perspectives from across the industry. From best practices, to industry insights, to lessons learned and emerging tech solutions, Inforce 2020 is your chance to hear from the life insurance community and participate in establishing a shared vision for the growth of our industry.