News & Insights

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Webcast - MG&A Wealth

By Admin on Aug 8, 2022 8:49:59 AM

In the webcast video below, our Director of Customer Success, Niko Kantouros, chats with the MG&A Wealth team about how their wealth management firm leverages Proformex for easy access to current, accurate policy and contract values for the life insurance policies and annuities in their book of business. Check it out below!

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2 min read

Trust, but Verify

By Max Posner on Jul 27, 2022 4:20:56 PM

Trust but verify. It’s a phrase that was drilled into my head as a kid.  

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2 min read

Proformex Launches Annuities

By Admin on Jul 20, 2022 8:15:00 AM

Industry leader in data aggregation adds platform functionality to support annuities along with current life insurance offering

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Webcast - Level Four Insurance Agency

By Admin on Apr 29, 2022 11:10:45 AM

In the webcast video below, our Director of Customer Success, Niko Kantouros, chats with Mayra Nava, Insurance Support Specialist - Case Manager at Level Four Insurance Agency. They talk about why Level Four needed a solution to manage their inforce assets more proactively and some of the positive results they've seen since coming on board - like saving two $5M policies from lapsing. Check it out below!

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3 min read

Insurance Fiduciary Network and Proformex Join Forces

By Admin on Mar 15, 2022 7:45:00 AM

Strategic partnership will focus on helping wealth managers safeguard their clients’ financial plans

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Webcast - Max It Out Retirement

By Admin on Mar 10, 2022 10:32:17 AM

In the webcast video below, our Director of Customer Success, Niko Kantouros, chats with Chuck Omphalius, Managing Partner at Max It Out Retirement. They talk about how Chuck uses Proformex for fingertip access to accurate, current policy values when meeting with his clients. Listen below!

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3 min read

4 Questions to Identify InsurTech Red Flags

By Admin on Mar 10, 2022 5:00:00 AM

Since the dawn of the new decade, virtually every industry has seen its digital transformation either begin or accelerate. And life insurance and financial services are no exception.

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2 min read

Brokers Clearing House, LLC Selects Proformex

By Admin on Mar 1, 2022 5:30:00 AM

BCH takes robust information surfaced within Proformex back to their advisors to drive meaningful results for policyowners

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#PeopleOfProformex: Meet Mitchell Poch

By Admin on Feb 3, 2022 3:51:36 PM

In our newest video series, #PeopleOfProformex, we sit down with members of our ever-growing team and ask questions to help viewers like you get a sense of that individual's background and aspirations for our organization. Our thirteenth episode features Mitchell Poch, our Product Manager.

Mitch works with internal stakeholders to help shape the future of our platform's capabilities and functionality. Learn more about his growth with Proformex and hopes for its future in the video below!

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#PeopleOfProformex: Meet Max Posner

By Admin on Feb 3, 2022 3:44:56 PM

In our newest video series, #PeopleOfProformex, we sit down with members of our ever-growing team and ask questions to help viewers like you get a sense of that individual's background and aspirations for our organization. Our twelfth episode features Max Posner, our Strategic Account Manager.

Max has worked in a variety of capacities across the Proformex team in his time with the company and brings his unparalleled work ethic and determination to keep things moving forward with him to each new role and responsibility. Learn more about Max in the video below!

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