Proformex is the leading inforce management platform offering data aggregation, analytics, and portfolio monitoring for life insurance and annuities. The platform is purpose-built to help independent life insurance and advisory firms protect their clients’ best interest and ensure regulatory compliance by monitoring individual policy performance, identifying at-risk policies, and uncovering new sales opportunities. Our automated solutions make inforce management more efficient, more profitable, and results in better experiences for policy owners.
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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.
Amanda Yoho, Chief Technology Officer - Download Headshot
Dr. Amanda Yoho is the Chief Technology Officer at Proformex, an in force policy management solution. Since joining in January 2020, she has focused on building out proprietary analytics around life insurance policy lapse risk, architecting a scalable data platform focused on in-force policy management, and growing a cohesive team of curious, results-oriented data scientists.
Prior to joining Proformex, Amanda was the Director of Research Informatics with IBM Watson Health, where she supported the business in curating, enhancing, and gaining insights from the largest clinical dataset available for commercial research. She earned her Ph.D. in theoretical physics from Case Western Reserve University (CWRU), where her research centered on detecting anomalies in cosmological data through simulation of the earliest moments of the Universe. She retains a connection to the university through her service as a CWRU Institute for the Science of Origins fellow.
Dave Lowman, Chief Finance Officer - Download Headshot
Entrepreneur and Executive leader with more than 25 years experience building successful, high-growth businesses; including three start-ups and two turn a rounds leading to four liquidity events. Led the development of SageQuest, Inc. from start-up to sale and in the process earned numerous accolades including Best Software Product, Best Company to Work For and winner of the Weatherhead 100 based on generating 1,500% top line growth.
Specialties: Strong financial leader with extensive experience in capital markets and operating in high growth environments across diverse industries. Also serve on several Boards as well as the Executive Committee of the North Coast Venture Fund.