Empowering users with critical insights faster and driving action to improve client outcomes 

In the webcast video below, our Director of Customer Success, Niko Kantouros, chats with the MG&A Wealth team about how their wealth management firm leverages Proformex for easy access to current, accurate policy and contract values for the life insurance policies and annuities in their book of business. Check it out below!

Industry leader in data aggregation adds platform functionality to support annuities along with current life insurance offering

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!

Strategic partnership will focus on helping wealth managers safeguard their clients’ financial plans

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.

BCH takes robust information surfaced within Proformex back to their advisors to drive meaningful results for policyowners

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!

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!

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!