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Dickenson & Associates Selects Proformex

Apr 17, 2019 5:23:00 AM

Comprehensive insurance advisory firm leverages technology to automate policy performance monitoring and reporting


CLEVELAND, Ohio – April 17, 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, today announced that Dickenson & Associates has implemented the Proformex Inforce Policy Review Platform.

Prior to selecting Proformex as its premier policy performance monitoring platform, Dickenson & Associates used their own homegrown database and processes to monitor their inforce book of business, but their solution was not nearly as optimized and robust as Proformex. As a close colleague of Proformex’s Founder and President Mike Pepe, David Dickenson saw the Proformex technology mature and develop from its inception.

“Over the past decade, our organization has sought out a solution for automated policy performance monitoring, and we ultimately decided that Proformex was the best choice,” said David Dickenson III, Partner of Dickenson & Associates. “We are very excited to leverage the best technology available in the marketplace to protect our clients and their incredibly valuable portfolios.”

Dickenson & Associates will not only save time and resources on inforce policy management and client reporting, but they will also improve their deliverables and service to their clients even more through Proformex, reaffirming their position as one of the most trusted insurance advisory firms.

“We are honored that my colleague David and his company have decided to implement our technology,” said Mike Pepe, Founder and President of Proformex. “This platform was designed with policy owners top of mind, and we’re happy to help advisory firms like Dickenson & Associates protect those policy owners and their high value portfolios.”

About Dickenson & Associates

Dickenson & Associates is proud to be a trusted advisor to many of Northeastern Ohio's distinguished corporations and some of the largest non-profit organizations. Dickenson & Associates brings over 160 combined years and four generations of experience to help individuals, families and business owners in making important insurance decisions. Whether searching for new insurance solutions or reviewing existing policies, we provide education and design to suit your specific needs. We secure proper and the most cost-effective protection with an ongoing commitment to servicing life, disability, long term care, and voluntary benefit insurance planning. We are licensed in every state and insurance company neutral.

About Proformex

Proformex provides life insurance inforce policy management solutions to independent agents, financial advisors and trustees. Our carrier and distribution agnostic platform enables customers to securely store, manage and analyze their entire inforce book of business in one place. Designed to expedite the policy review process and proactively alert customers of potential problems with their client’s life insurance policies, Proformex protects policies against lapsing, degradation and asset erosion.

Media Contact

David Morris

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