Proformex Media Kit

Company Description

Proformex provides life insurance inforce policy management solutions to financial institutions, general agents, independent agents, financial advisors and trustees. Our carrier and distribution agnostic platform enables customers to securely store, manage and analyze their entire inforce book of business in one place. Designed to expedite the policy review process and proactively alert customers of potential problems with their clients’ life insurance policies, Proformex protects policies against lapsing, degradation and asset erosion.

 

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Social Media

LinkedIn

Twitter

Facebook

 

Media Contact

Claudia Lab

Content Marketing Manager

clab@proformex.com

 

Executive Team

 

Kris Beck, Chief Executive Officer - Download Headshot

Kris is the Chief Executive Officer at Proformex, an InForce Policy Management platform for the life insurance industry. She is responsible for leading the company and executing its mission to serve our customers. To her role, Kris brings two decades of experience in building enterprise SaaS software, with exceptional operational knowledge and broad strategic insight in building and scaling high-growth organizations, having served on the management teams of several startups in both venture and growth equity-backed technology companies.

Prior to Proformex, Kris was the Vice President of Product Strategy and Operations at MacroPoint, the largest real-time freight visibility network; and Vice President and General Manager at Elemica, a supply chain operating platform transacting over $400B in annual commerce. Kris currently serves as a Board Director for LKD Aerospace and Gladiator Technologies. Both companies design, manufacture and distribute high performance inertial MEMS sensors and systems for military and commercial applications.

 

Mike Pepe, Founder - Download Headshot

Mike Pepe capitalized on his nearly 20 years of life insurance policy expertise by launching Proformex, an inforce policy management platform that helps fiduciaries, financial planners, insurance brokerages and agents monitor, manage and govern their life insurance policies. Its SaaS (Software as a Service) solutions are designed to proactively alert customers of potential problems with their life insurance policies and protect against degradation and asset erosion.

Prior to founding Proformex, Mike started in the life insurance business with Mass Mutual and quickly became a leading agent. Soon after, he co-founded River Financial Group, a full service financial advisory firm. His focus was on building a highly successful financial planning practice which took into account the various parts of a holistic financial plan. As he focused on estate planning, he started The TOLI Group, a life insurance firm which was designed to fill the gap in the market for insurance consulting and the need for ongoing policy monitoring and management support, especially as it relates to trust owned life insurance. 

As he focused on helping others mitigate the many facets of life insurance, he turned to technology and developed a software system to make policy management and monitoring more systematic and useful, and Proformex was born.

In his spare time, Michael enjoys golfing and spending time with his family.  Mike lives in Avon Lake, Ohio with his wife, Carmen, and two sons.

 

David Morris, Chief Marketing Officer - Download Headshot

David joined Proformex as Chief Marketing Officer in May 2018.

Previously, David was a member of the executive team and CMO of MacroPoint, LLC.  MacroPoint is a SaaS-based global technology freight visibility platform for shippers, brokers and 3PLs to get real-time visibility on the freight they have given to third party carriers. MacroPoint’s patented, automated load monitoring and tracking software provides load location visibility, predictive analytics, and an automated communication platform. It sold to Descartes in August 2017.

David was Founder and President of the Communications Group from 2003to Dec 2011. The Communications Group was a digital fulfillment platform generating non-traditional revenue for media (TV, Radio, and Newspaper verticals) partners across North America.  By creating a unique digital online marketplace (gift certificates, auctions, and coupons) for each media outlet, each partner was able to add new, non-traditional revenue streams, significantly increasing their bottom lines. 

Prior to founding the Communications Group, he founded Media Pro, Inc in 1995. Media Pro, Inc is a media buying and marketing consulting agency. Originally focused on TV and radio strategy and buying in the Business to Consumer vertical, the company expanded into Business to Business strategy and branding consulting as well as sports sponsorships with every major professional sports league and NASCAR. Media Pro’s expertise is in identifying strategic partners, developing partnership strategies, executing and delivering measurable results.

David has been engaged in several SaaS startups as an advisor and investor. He also sits on the boards of multiple companies.

David dabbles in yoga, basketball, SCUBA, and skiing and snowboarding. He lives in Cleveland, OH with his wife –Karen –with whom he shares two grown children, Jake and Alex, who attend the University of Colorado –Boulder.

 

Chris Sullivan, Chief Technology Officer - Download Headshot

Chris has built and led software and technology organizations for the past 15 years.  He is currently CTO of Proformex, a SaaS company that provides proactive monitoring and alerting of life insurance policies.  Prior to joining Proformex, Chris worked as CTO of Asurint, a technology-based start-up serving the background screening industry. While at Asurint, Chris rose through the ranks from a senior software engineer all the way to CTO. His appreciation for customer success throughout his career drives home the important fact that customers are hard to obtain, and an organization needs to go to great lengths to keep them.

 

William J. Leonard, Chief Finance Officer - Download Headshot

From 1997 to present, William (Bill) Leonard has worked Oswald Companies (OC), an ESOP company as CFO, COO and a principal. During his tenure at Oswald, Bill has had oversight over all operations, financial reporting, compliance, human resources, and legal matters.

In 2017, Bill joined Proformex as an investor and CFO. Proformex is a SaaS company that provides performance monitoring software to the life insurance marketplace.

In addition to the positions noted above, Bill has served on the Board at St. Edward High School for over 35 years, Cuyahoga County Library Board, The Children Aid Society, and is active in fundraising efforts for Multiple Sclerosis, Cancer Research, and Cystic Fibrosis Research.  Bill is also an avid cyclist. He earned his Bachelor of Sciences degree in Accounting from the Ohio State University with honors in 1972, and was a member of the professional accounting fraternity of Beta Alpha Psi.

 

Educational Resources

 

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WhitePaper_An In-Depth Analysis of Best Interest Standards

WhitePaper_Its Not About Getting Another 1%

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