News & Insights

Admin


Recent Posts

2 min read

Capitas Financial, Inc. Selects Proformex

By Admin on Jan 19, 2022 5:00:00 AM

Leading edge fintech partnership leverages competitive advantage with financial institution clients

Continue Reading
2 min read

One Resource Group Selects Proformex

By Admin on Jan 13, 2022 5:15:00 AM

By standardizing and simplifying post-sale policy servicing, Proformex and One Resource Group will deliver seamless transition of timely insights from broker to advisor to client

Continue Reading
0 min read

Case Study: York International Agency, LLC

By Admin on Dec 27, 2021 10:36:09 AM

York International Agency, LLC uses Proformex to monitor and manage their life portfolio. By implementing technology that streamlines administrative tasks and consolidates client data into a single, secure location, their team has more time to have meaningful interactions with their clients to help build those relationships and, in turn, grow their business.

Read more to learn about the difference Proformex has made for York's business - from better client servicing to new revenue opportunities. 

Continue Reading
0 min read

Webcast - York International Agency, LLC

By Admin on Dec 27, 2021 10:11:18 AM

In the webcast video below, our  Customer Success Manager, Max Posner, chats Blake Buden, Client Executive at York International Agency, LLC. They talk about why York International decided to start using Proformex to monitor and manage their life portfolio and some of the biggest benefits to leveraging technology - like simplifying your day-to-day operations and giving you the flexibility to scale your business. Listen below!

Continue Reading
0 min read

90-Second Tour of the Proformex Life Insurance Servicing Platform

By Admin on Nov 10, 2021 1:51:31 PM

Thank you for your interest in Proformex! The video below gives you a quick glimpse into what our platform looks like and some of the things you can do with our technology. Check it out - a team member will be in touch to schedule a meeting with you shortly. 

SMB inbound video v3
Continue Reading
1 min read

#PeopleOfProformex: Meet Kelly Lytle

By Admin on Oct 22, 2021 3:15:24 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 sixth episode features Kelly Lytle, our Vice President of Sales.

A captivating story-teller and never one to back down from a challenge, Kelly has worked across multiple departments within our organization to help us develop battle-tested approaches to industry partnership management, ongoing customer success and product development, and a repeatable sales cycle that drives growth. See Kelly's passion and motivation for executing our company mission in the interview below!  

Continue Reading
0 min read

#PeopleOfProformex: Meet Dave Lowman

By Admin on Oct 22, 2021 3:09:59 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 fifth episode features Dave Lowman, our Chief Financial Officer.

Dave is a long-time venture capitalist and has been actively working in the insurance space for more than three decades. By combining his extensive experience and expertise, he keeps our team on the best path to move us forward so that we can meet our goal of widespread industry adoption. Learn more about Dave in the video below!

Continue Reading
0 min read

#PeopleOfProformex: Meet David Morris

By Admin on Oct 22, 2021 2:59:31 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 fourth episode features David Morris, our Chief Marketing Officer.

David enjoys taking on new challenges and is an expert in networking. Through a combination of his willingness to get creative and his careful precision with measuring the results, he takes a one-of-a-kind approach to marketing that drives brand awareness, authenticity, and growth. Hear more about David's experience and goals for Proformex in the video below!

Continue Reading
1 min read

#PeopleOfProformex: Meet Dr. Amanda Yoho

By Admin on Oct 22, 2021 2:48:41 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 third episode features Dr. Amanda Yoho, our Chief Technology Officer.

Amanda brings vast knowledge and mastery of data to our organization. With her at the helm, our technology team is well-equipped to tackle the various nuanced, complex data challenges we face in the constant evolution of our platform. Watch her interview below to learn more about how she approaches these obstacles now to get us to where we're going next!

Continue Reading
1 min read

#PeopleOfProformex: Meet Kris Beck

By Admin on Oct 22, 2021 2:41:18 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 second episode features Kris Beck, our Chief Executive Officer.

Kris is an exceptional leader and a visionary whose unique ability to unite cross-functional departments and teams behind a common goal helps to propel our company forward. She has extensive experience in growing SaaS technology companies and a tenacious commitment to solving complex challenges to make people's lives better. Listen to our interview with her below to learn more about how she keeps us all on track to achieving our mission!

Continue Reading

Featured