In Force Technology that Expects the Unexpected, and Alerts You When It Happens

December 10, 2018

The Crisis

Earlier this year, The Wall Street Journal published an article, “Universal Life Insurance, a 1980s Sensation, Has Backfired”. The author, Leslie Scism, dives deeply into the ongoing crisis faced by many aging policyowners: a long decline in interest rates has caused their premiums to rise exponentially.

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New York State Expands Regulations for Fiduciaries

December 03, 2018

Change is coming from coast to coast following the precedent set by the New York State Department of Financial Services (DFS) in July. Are you prepared for the inevitable ripple effect throughout the rest of the US?

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Proformex Moves to Downtown Cleveland

November 29, 2018

Life Insurance Technology Company Relocates to Larger Office Space

CLEVELAND, Ohio – November 27, 2018 – Proformex, creator of a proactive life insurance policy monitoring platform designed to give insurance agents, advisors and fiduciaries better oversight and visibility into the performance of in force life insurance policies, today announced that will relocate to Downtown Cleveland.

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Proformex Attends NAILBA37

November 20, 2018

Earlier this month, our team had the pleasure of attending this year’s NAILBA conference, held in Orlando, FL. In addition to soaking up some sun, we had the opportunity to engage with industry peers and discuss some current hot topics of the life insurance world.

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Proformex Ensures Compliance with New York State Department of Financial Services’ Enhanced Regulations

November 14, 2018

New professional platform designed specifically for fiduciaries

WESTLAKE, Ohio – November 15, 2018 – Proformex, creator of a proactive life insurance policy monitoring platform designed to give insurance agents, advisors and trustees better oversight and visibility into the performance of in force life insurance policies, today announced that its new professional platform will help ensure compliance with the New York State Department of Financial Services’ (DFS) new regulations for “best interest” standards.   

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Platform Features Overview Video

November 12, 2018

Want to know what features you'll enjoy with the Proformex inforce policy management platform? Check out our new video to learn about what we offer from policy reporting and monitoring to a secure database for all your important documents.

 

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Proformex Featured in Plain Dealer and on Cleveland.com

November 07, 2018

 This past week, Proformex was featured in an article both in the Plain Dealer and on cleveland.com. The article, titled "Proformex of Westlake looking to move offices downtown", reads as follows:

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Case Study - The Ohio University Foundation

November 06, 2018

About The Ohio University Foundation

Established in 1945 by President John C. Baker, The Ohio University Foundation serves as the fundraising arm of The Ohio University. Gifts from generous donors have provided for scholarships and financial aid packages, research and faculty development, capital expansion and renovations, technology upgrades and lab equipment, library acquisitions, and vital unrestricted support that has allowed Ohio University to meet unexpected challenges.

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Proformex Names Kris Beck Chief Executive Officer

October 29, 2018

Beck Brings Proven Record Leading Technology Companies

WESTLAKE, Ohio – October 30, 2018 – Proformex, creator of a proactive life insurance policy monitoring platform designed to give insurance agents, advisors and fiduciaries better oversight and visibility into the performance of in force life insurance policies, today announced that its board of directors has appointed Kris Beck as chief executive officer.

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Proformex Article Featured in Probate Law Journal of Ohio

October 24, 2018

An article written by Proformex Founder and President Mike Pepe was featured in the September/October 2018 issue of the Probate Law Journal of Ohio. His article, titled “Proactive Life Insurance Policy Management Mitigates Risk for Fiduciaries”, can be found on pages 300-301. The full-length article reads as follows:

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