News & Insights

Max Posner

Recent Posts

1 min read

Post-Sale Client & Management Tool for Life Insurance

By Max Posner on Aug 16, 2023 2:40:44 PM

I get asked a lot, even from people in the life insurance industry...what even is Proformex? And I respond with the same 10-20 second elevator pitch that then leads to even more questions.

When I took this interaction back to the incredible team at Proformex, they put together a one-sheeter that clearly explains what we do, the benefits, and the value of having a system like Proformex!

For anyone in the industry that sells life insurance, you should have something in place to look after these policies. Your clients deserve as such! And, I may be biased, but there is no other system out there that can do what Proformex does as quickly, efficiently, and with as many features to help streamline what can be a tedious process. So, if you haven't looked at Proformex in a while, or have never even heard about us, read the information below and let me know your thoughts!

Continue Reading
1 min read

Maximizing Information: Start Small and Still Make an Impact

By Max Posner on Jul 18, 2023 8:45:00 AM

A common complaint across the insurance industry is access to meaningful data, especially on policies that have been placed. What a lot of people don't realize though, is that they're already sitting on a treasure trove of information.
Continue Reading
2 min read

Trust, but Verify

By Max Posner on Jul 27, 2022 4:20:56 PM

Trust but verify. It’s a phrase that was drilled into my head as a kid.  

Continue Reading