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Capitas Financial, Inc. Selects Proformex

Jan 19, 2022 5:00:00 AM

Leading edge fintech partnership leverages competitive advantage with financial institution clients

CLEVELAND, Ohio – January 19, 2022 – Proformex and Capitas Financial, Inc. have entered into a strategic partnership aimed at improving the way life insurance is managed and sold. Their objective is to provide easier access to timely, relevant data to empower better decisions and analysis to ultimately ensure clients receive the outcomes they expect. Given the strength of both companies’ networks, the entire industry stands to benefit from their collaboration.

Capitas Financial, Inc. is a life insurance brokerage firm that partners with financial institutions to provide cutting-edge insurance and wealth management solutions. When evaluating solutions to add to their suite of offerings, security, compliance, and scalability are of the utmost importance. With their primary client being financial institutions, they must take fiduciary obligations and regulatory compliance into account.

“Life insurance policies require ongoing monitoring and proactive management to ensure contracts are performing as the client expects,” said Blake Mohr, CEO of Capitas Financial, Inc. “Finding a solution to support the financial institutions we work with in their ongoing efforts to service policyowners was a challenge, because there aren’t many technologies built to withstand the scrutiny of our industry’s regulatory groups. Proformex is one of the first we’ve seen that does in fact help its users satisfy even the strictest compliance obligations in a scalable and efficient manner.”

“We take data integrity and security very seriously at Proformex because we know our users, like Capitas, do too,” said Mike Pepe, Founder and Chief Strategy Officer of Proformex. “We’re excited to work with Capitas because like us, they believe in doing right by the client and aspire to protect client outcomes at all costs.”

About Capitas Financial, Inc.

Capitas Financial, Inc. is a life insurance brokerage firm that partners with financial institutions across the United States to provide sophisticated and unbiased insurance and wealth management solutions. Formed in 2001, Capitas Financial was founded on the strength and reputation of its founding members and was created to establish a strong and strategic alliance with leading insurance carriers and financial institutions.

About Proformex

Proformex is the life insurance service platform for modern advisors. Proformex builds solutions to help independent advisors attract, nurture, and grow their life insurance business through client policyowner service. Proformex delivers multicarrier visibility, distributor collaboration, and performance reporting for advisors and brokers in a single, secure platform. 

Media Contact

David Morris

(855) 341-1331

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