Proformex Attends ACORD Connect 2018

October 18, 2018

Last week, our team had the pleasure of participating in ACORD Connect 2018, held in New Orleans, LA. This annual event is a great opportunity to network, discuss shifts and advancements in the industry and learn more about new marketplace solutions.

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Wegman, Hessler & Vanderburg Utilizes Proformex to Educate Policyowners

October 15, 2018

Insured gets $130k in settlement for a policy they were planning to surrender

WESTLAKE, Ohio – October 16, 2018 – Proformex, creator of a proactive life insurance policy monitoring platform designed to give insurance agents, advisors, fiduciaries and trustees better oversight and visibility into the performance of inforce life insurance policies, today announced one of its customer success stories. Wegman, Hessler & Vanderburg, a Cleveland-based law firm specializing in Business and Commercial Law, Creditors’ Rights and Estate Planning, used Proformex to help educate a policyowner on all his options when he decided he no longer needed to keep his life insurance policy inforce.

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Is Premium Financing Right for You?

October 11, 2018

When you’re looking to implement a life insurance policy, there are tons of options you’ll need to consider, from choosing which carrier you’ll get the policy from and which type of policy will best suit your needs. But the choices don’t end there.

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Proformex Secures $3.1M in Funding to Expand Its InForce Policy Management Platform

October 03, 2018

WESTLAKE, Ohio, – October 4, 2018 – Proformex, creator of a proactive life insurance policy monitoring platform designed to give insurance agents, advisors, fiduciaries and trustees better oversight and visibility into the performance of inforce life insurance policies, today announced that it has officially closed on $3.1M in funding from the summer seed round.  Investments were collected from several strategic investors who have connections into the life insurance industry and ancillary verticals.

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Proformex Attends the Insurance News Net Super Conference 2018

October 02, 2018

Last week, our team had the opportunity to attend this year’s Insurance News Net Super Conference. Insurance News Net is the source for breaking news and relevant information on the Life insurance, Health insurance, Property and Casualty industries. Every year, professionals from all these industries and more gather at the Super Conference to exchange insights and hear from top-notch keynote speakers.

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How Proformex Can Help Amidst Crisis

September 25, 2018

Last week, The Wall Street Journal published an article, “Universal Life Insurance, a 1980s Sensation, Has Backfired”. The author 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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Announcing Our New Logo and Look!

September 20, 2018

Have you noticed anything different about us lately? By now, you should have! But if you didn’t yet, don’t worry; we promise not to engage in a weeks-long passive aggressive standoff with you over it.

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Life Asset Partners Uses Proformex to Avoid Policy Lapse

September 18, 2018

WESTLAKE, Ohio – September 18, 2018 – Proformex, creator of an all-encompassing life insurance policy monitoring platform designed to give insurance agents, advisors, trustees and fiduciaries better oversight and control of their client’s life insurance policies, today announced one of its customer’s success stories. Life Asset Partners, a leading life insurance and financial services firm located in Denver, leveraged the power of Proformex to prevent a client’s policy from lapsing while she was undergoing treatment for stage four cancer.

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Proformex Attends Plug and Play Summit

September 13, 2018

Last week, our team had the great pleasure of attending the Plug and Play Tech Center Summit in Sunnyvale, CA. Plug and Play Tech Center is “the ultimate innovation platform connecting the best startups and the largest corporations”. Mike Pepe, CEO and Founder of Proformex, and Chad Neifer, SVP of Key Accounts and Integration, had a great time networking with other entrepreneurial professionals in both related and unrelated industries.

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Miguel Zubizarreta Joins Proformex

September 05, 2018

Technology Expert Brings Experience to Proformex Team

WESTLAKE, Ohio – September 6, 2018 – Proformex, creator of an all-encompassing life insurance policy monitoring platform designed to give insurance brokerages and agents, fiduciaries and financial planners better portfolio oversight and control, today announced that Miguel Zubizarreta has joined its board of directors. Zubizarreta brings the technology and insurance industry experience needed to provide hands-on product development guidance to the Proformex team of highly skilled professionals.

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