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How to Service Your Clients and Make More Money at the Same Time

By Admin on Aug 11, 2021 9:06:11 AM

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Webcast - Joe Bosnack

By Admin on Aug 3, 2021 9:38:23 AM

In the webcast video below, our Director of Customer Success, Niko Kantouros, chats with Joe Bosnack, President of Katz Nassau Agency, Inc. They talk about how Proformex has helped the team at Katz Nassau better mine their data for opportunities and potential risks within their ever-growing book of business. Listen below!

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Whiteboard Wednesdays with Steve Lance - Part X

By Admin on Jul 28, 2021 10:01:34 AM

In the tenth installment of our Whiteboard Wednesdays series, our VP of Sales, Steve Lance, talks about the latest white paper he co-authored with one of our Data Scientists, Dr. Luke Keltner, that shares some fascinating (and quite frankly, staggering) statistics about the policies within your inforce book that need immediate attention. Check it out below!

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Identifying Risks and Opportunities in Your Inforce Book

By Admin on Jul 15, 2021 8:37:23 AM

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Webcast - Ryan Thompson

By Admin on Jul 9, 2021 5:30:00 AM

In the webcast video below, our Director of Customer Success, Niko Kantouros, chats with Ryan Thompson, Founder of Policy Market. They talk about how Policy Market uses Proformex to identify cases in their inforce book that may benefit from a thorough review and a reassessment of whether the policy is continuing to meet the client's ongoing, changing needs. In a few instances, they've been able to surface client cases that ultimately led to a life settlement that satisfied the client's goals and objectives and benefited Policy Market directly as well. Listen below!

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What Should Advisors Do About the Principal Announcement?

By Admin on Jul 7, 2021 8:46:22 AM

Principal Financial Group announcing their plan to discontinue retail sales of life insurance and annuities to U.S. consumers by the end of Q3 2021 sent shockwaves through the industry over the past week. People have been asking lots of questions as we all respond to and plan for this huge shift in the market dynamics of life insurance.

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Whiteboard Wednesdays with David Morris - Part IX

By Admin on Jun 30, 2021 1:40:20 PM

In the ninth installment of our Whiteboard Wednesdays series, our CMO, David Morris, talks about how essential it is to optimize your time and attention on the right tasks and initiatives to get the most out of your professional relationships. Ultimately, it's the policyowner who will benefit most when you do. Hear more in the video below!

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CLEVELAND PLAIN DEALER NAMES PROFORMEX A WINNER OF THE NORTHEAST OHIO TOP WORKPLACES 2021 AWARD

By Admin on Jun 29, 2021 8:15:00 AM

Cleveland, Ohio, June 29, 2021 - Proformex has been awarded a Top Workplaces 2021 honor by Plain Dealer Top Workplaces Top Workplaces. The list is based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner Energage LLC. The anonymous survey uniquely measures 15 culture drivers that are critical to the success of any organization: including alignment, execution, and connection, just to name a few.

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Proactive Inforce Management is a Solid Investment in Your Future

By Admin on Jun 10, 2021 4:28:48 PM

 

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Webcast - Dave Donchey

By Admin on Jun 9, 2021 11:38:26 AM

In the webcast video below, our Customer Success Manager, Max Posner, chats with Dave Donchey, President of Leisure Werden and Terry. Among other topics, these two discuss the kinds of success LWT has found since utilizing Proformex as their inforce tool - like being able to surface opportunities that drive meaningful interaction with their advisors that in turn lead to meaningful interactions from advisor to policyowner. In fewer words, Proformex enables a win-win situation for everyone. Listen to their conversation below!

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