News & Insights


Recent Posts

0 min read

4 Simple Steps to Achieve Seven-Figure Sales with Inforce Policy Management

By Admin on Nov 17, 2020 11:04:40 AM

4 Simple Steps


Continue Reading
0 min read

Webcast - TJ Davis

By Admin on Oct 27, 2020 4:34:39 PM

In the webcast video below, our Customer Success Manager, Alyse Krevh, chats with our customer, TJ Davis, President and Financial Advisor at Finley Davis Financial Group, about his background in the life insurance industry, some of the emerging trends in our industry, and why he and his team chose to use Proformex as their proactive inforce policy management tool Check it out!

Continue Reading
2 min read

Virtual Event Designed to Guide Life Insurance Community Through Changing Times

By Admin on Oct 1, 2020 9:22:26 AM

Leading Life Insurance Software Provider, Proformex, Hosting
Inforce 2020 event featuring expert insights on growing revenue and profits

Continue Reading
0 min read

Putting with Pepe - Episode 15

By Admin on Sep 25, 2020 10:14:50 AM

It's time for another episode of our beloved #PuttingWithPepe series!

In the 15th episode, we introduce you to one of our board members and investors, Dave Zelman. Dave is a born and bred Clevelander and one of our early-stage investors. With his background in retail brokerage, he brings unique expertise and offers great advice to help us continue scaling. We appreciate your confidence in our people and our platform, Dave!

Learn more about Dave in the interview below.

Continue Reading
2 min read

Proformex Celebrates Life Insurance Awareness Month

By Admin on Sep 1, 2020 7:00:00 AM

September is life insurance awareness month – how are you honoring it this year?

Continue Reading
3 min read

Proformex and NAIFA Partner to Protect Consumers of Life Insurance

By Admin on Aug 18, 2020 7:45:51 AM


Continue Reading
4 min read

Proformex and Ensight Team Up to Transform Life Insurance Inforce Policy Monitoring

By Admin on Aug 12, 2020 8:32:00 AM

Ensight’s API platform advances transparency and oversight for insurance agents and financial advisors

Continue Reading
1 min read

Putting with Pepe - Episode 14

By Admin on Aug 7, 2020 9:14:14 AM

It feels like our last episode of #PuttingWithPepe just happened, but we're back already with the next one. If that doesn't sum up what the passage of time feels like in 2020, we don't know what does.

In any case, we're happy for you all to meet Joyce Khouri, our incredible bookkeeper and office manager! She is one of the most fun (and funny) people to talk to, and we don't know what we would do without her.

Get to know Joyce in the video below! You may also notice we've changed the look and feel of our #PuttingWIthPepe videos - we'd love your feedback on these enhancements. 

Continue Reading
0 min read

Webcast - Brittany Massaro

By Admin on Jul 14, 2020 10:58:20 AM

In the webcast video below, our Customer Success Manager, Max Posner, interviews our customer, Brittany Massaro, Brokerage Manager at Coastal Insurance Consulting. They discuss her background in the life insurance industry, emerging trends, and how she and her team have leveraged Proformex for a better, more consistent policy review experience. Check it out below!

Continue Reading
0 min read

Putting with Pepe - Episode 13

By Admin on Jul 10, 2020 8:51:09 AM

Here we go again! Episode 13 of #PuttingWIthPepe is here! 

In this episode, you'll meet our Director of Talent Acquisition, Royce Vanderbilt. He has been instrumental in helping us develop our company's culture, and we appreciate all the work he does to help us build out our teams. 

And if you know Royce, you know he has a pretty cool scuba diving story. If you don't know Royce, you should definitely ask him about it. 

Continue Reading