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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?

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3 min read

Proformex and NAIFA Partner to Protect Consumers of Life Insurance

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

 

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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

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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. 

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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!

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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. 

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0 min read

Webcast - Will Cassidy

By Admin on Jul 1, 2020 3:19:29 PM

In the webcast video below, our Founder and President Mike Pepe chats with Will Cassidy, President of Cassidy & Company, LLC. Will participates in a Lion Street study group and he shared some great insights with that study group earlier this year. Hear Will share those insights about inforce policy management and insurtech again in the video clip below!

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2 min read

Proformex Publishes Reg BI Resources Center Ahead of SEC Compliance Date

By Admin on Jun 25, 2020 8:20:38 AM

InsurTech startup compiled its own resources and other reliable industry source material to help educate customers and peers about what SEC Reg BI entails

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2 min read

Stephen Lance Joins Proformex

By Admin on Jun 16, 2020 8:30:00 AM

Experienced SaaS startup sales strategist brings his expertise to the nation’s fastest growing life insurance technology software company

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1 min read

Putting with Pepe - Episode 12

By Admin on Jun 8, 2020 11:30:00 AM

Episode 12 of #PuttingWithPepe is here! In this episode, you'll meet Kyle Holdsworth, another one of our Account Executives. Kyle was on track to run the Cleveland Marathon this year, but COVID-19 had other plans. So Kyle and some other runner friends teamed up to create a virtual half marathon, Dash for Donations, where all proceeds raised went directly to the Cleveland Clinic cancer research fund. In total, $10,000 was raised in less than a month's time - way to go, Kyle!

Though the virtual race is over, the website remains open for more donations: give.ccf.org/dashfordonations.

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