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3 min read

Magna Works with Proformex to Offer Ability to Digitally Manage Life Insurance Policies

By Admin on Jun 17, 2019 8:18:27 AM

 

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1 min read

Policy Reviews - Made Easy

By Admin on Jun 4, 2019 5:06:43 PM

Regardless of how many different life insurance carriers you contract with, Proformex can help securely consolidate all of your data and provide you with robust analytics, automated alerts and an overall better, more consistent client reporting experience. See how for yourself in the video below!

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1 min read

SEC to Vote on Best Interest Regulations on June 5, 2019

By Admin on Jun 4, 2019 10:23:50 AM

 

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1 min read

Kentucky Embraces Innovation in the Insurance Industry

By Admin on May 23, 2019 9:54:02 AM

 KY Gov. Matt Bevin signs House bill 386

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0 min read

White Paper: How Technology is Changing the Policy Owner Experience

By Admin on May 13, 2019 7:33:00 AM

Are you leveraging technology to exceed policy owner expectations?

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3 min read

Proformex CMO David Morris Featured in Target Marketing Magazine

By Admin on May 9, 2019 4:23:45 PM

3 Customer Experience Tips for Marketers to Reduce Churn

By: Jeanette McMurtry


Here’s the backdrop for our customer experience story. It takes most organizations months to onboard new employees to get them to full productivity. In fact, according to the Society for Human Resources Management, an effective onboarding program can take 12 months. (Opens as a PDF)

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2 min read

Kris Beck Honored as Notable Woman in Entrepreneurship

By Admin on May 8, 2019 6:57:00 AM

Proformex CEO earns recognition for Crain's Cleveland Business 2019 Notable Women in Entrepreneurship award

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0 min read

White Paper: Successful Prospecting - COIs

By Admin on May 6, 2019 3:14:01 PM

How are you generating new clients?

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1 min read

Proformex Attends AALU Transform 2019

By Admin on May 2, 2019 10:56:00 AM

 

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0 min read

Case Study: Non-Professional Trustees - Do You Know What You're Getting Yourself Into?

By Admin on Apr 18, 2019 12:21:20 PM

When determining who should serve as a trustee, there's much to take into consideration. The person designated as such must be able to manage trust assets in an honorable, trustworthy manner. This person is also legally considered a fiduciary and will be held accountable to ethical and legal standards accordingly. To further understand those standards and possible ramifications if any duties are breached, download our latest case study. 

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