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0 min read

Putting with Pepe - Episode 4

By Admin on Oct 8, 2019 12:05:42 PM

Your monthly dose of #PuttingWithPepe is here! In Episode 4, we learn more about Patrick Sullivan, our Director of Product Management. He believes in doing work that's meaningful and delivering as much value as we can to our customers. Check his interview out below: 

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5 min read

What is a Life Settlement? An Introduction & Overview

By Admin on Oct 2, 2019 9:12:31 AM

A life settlement is the sale of a life insurance policy that the policyowner no longer wants or needs to a third party for an amount that is higher than the policy’s cash surrender value and lower than the death benefit.1 Although the life settlement industry itself is relatively new, the concept was originally introduced in court 108 years ago and has evolved over the past century into what we know it as today.

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2 min read

Captive vs. Non-Captive Agents

By Admin on Sep 26, 2019 12:18:42 PM

When it comes to being either a captive agent or an independent agent, both offer different benefits and come with different challenges. In our video below, we outline some of the major differences between each agent type and demonstrate some of the ways our platform can support those agents who are transitioning from being captive to independent. Check it out!

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1 min read

Proformex Attends IACON19

By Admin on Sep 23, 2019 9:49:18 AM

Over the weekend, team Proformex had the pleasure of attending IACON 2019 in Columbus, brought to you by the Ohio Insurance Agents Association. It was a fantastic event - from the opening kickball tournament to the closing tailgate for the OSU v. Miami (OH) game, and all the educational sessions and networking opportunities in between! 

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1 min read

Proformex Goes the Extra Mile(s) in SparkCleveland Step Challenge

By Admin on Sep 12, 2019 10:25:53 AM

One of the best ways to stay motivated is through a little friendly competition. Thanks to our friends at Oswald Companies and other mission-focused organizations like Spark 360 and ABC News Channel 5, some of that friendly competition has been introduced to the Cleveland Metro area in the form of the SparkCleveland Step Challenge.

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1 min read

Introduction to Suitability

By Admin on Sep 9, 2019 10:32:13 AM

With new best interest standards regulations, producers must be able to demonstrate that their client recommendations and sales transactions are suitable. What criteria are used to define "suitable"? Learn more in the video below. 

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1 min read

Proformex Contributes to Downtown Cleveland Growth

By Admin on Sep 6, 2019 7:00:00 AM

According to the 2019 Downtown Cleveland Q2 Market Update, homegrown startups (like Proformex) have significantly impacted the city's growth over the last quarter. With the office being located right in the heart of downtown Cleveland at the North Point building, Proformex is one of the quickly growing local companies that's helping the city to attract a young, highly skilled labor force - especially in the SaaS and technology spaces. Cleveland now ranks 10th among the nation's largest cities for software developer growth, surpassing big names such as Denver, Austin and the Bay Area. 

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0 min read

Putting with Pepe - Episode 3

By Admin on Sep 5, 2019 7:00:00 AM

Back by popular demand, it's #PuttingWithPepe! In our 3rd episode of this series, our Founder Mike Pepe chats with our CTO Chris Sullivan about his background in the SaaS and software development spaces and how it all comes together now at Proformex. Check it out below:

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0 min read

Putting with Pepe - Episode 2

By Admin on Aug 26, 2019 5:29:41 PM

The second installment of our #PuttingWithPepe video interview series is here! Our Founder Mike Pepe chats with CEO Kris Beck about her extensive background in SaaS startups and reasons for deciding to join the Proformex team. By the way, her short game appears to be incredible! Check it out below:

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2 min read

Proformex Publishes Analysis of Life Insurance Best Interest Standards

By Admin on Aug 22, 2019 1:33:42 PM

CLEVELAND, Ohio – August 20, 2019 – Proformex, creator of a proactive life insurance policy monitoring platform designed to give insurance agents, advisors and fiduciaries better oversight and visibility into the performance of in force life insurance policies, has published the white paper, “An In-Depth Look at Best Interest Standards for Life Insurance” .

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