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0 min read

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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0 min read

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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0 min read

#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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#PeopleOfProformex: Meet Claudia Wimer

By Admin on Feb 3, 2022 3:35:46 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 eleventh episode features Claudia Wimer, our Content Marketing Manager.

Claudia works on all our marketing initiatives from producing white papers, videos, and case studies, to running our social media accounts and this blog, and managing the production portion of our webinars. Learn more about her experience and her passion for the mission of Proformex in the video below!

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1 min read

#PeopleOfProformex: Meet Kevin Kelley

By Admin on Feb 3, 2022 3:19:59 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 tenth episode features Kevin Kelley, our Insurance Data Specialist.

Kevin spent most of his career prior to joining Proformex in different capacities across the life insurance industry and brings a wealth of knowledge to our team. His experience helps inform future product development and he's always willing to share his expertise with anyone who could use his help. Learn more about Kevin and his dedication to Proformex in the video below!

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1 min read

#PeopleOfProformex: Meet Niko Kantouros

By Admin on Feb 3, 2022 3:11:10 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 ninth episode features Niko Kantouros, our Director of Customer Success.

Niko and his team work directly with Proformex users to make sure they're getting as much value as possible out of the platform. He works across multiple departments to take customer feedback and implement it in changes across the company and never turns down an opportunity to help one of his teammates. Learn more about Niko and his unwavering dedication to Proformex in the video below!

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