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.
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.
CEO of Proformex
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.
President of Life Innovators
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.
Founder of Proformex
Tate Groome, CFP, CLU, AEP,
President of LifeTrust3D
Founder of inForce Insights
Managing Member at Universal Insurance Group
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.
CTO of Proformex
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.
VP of Sales at Proformex
Partner & General Counsel at AgencyONE
EVP of Marketing & Chief of Staff at One Resource Group
VP of Technology and Practice Management at Lion Street
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.
VP of Customer Experience at Proformex
Dave Peters, CLU, FLMI,
Director of Digital Distribution at Principal Financial Group
VP of Business Transformation at Penn Mutual
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.
Director of Customer Success at Proformex
Managing Principal of Cassidy & Co
Director at Keystone Benefits Group of Atlanta
Team Leader of Corporate Accounts at Oswald Companies
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.
CMO of Proformex
CEO of ACORD
CEO of Finseca
CEO of NAILBA
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.