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It's All About Protecting Clients' Investments in Insurance and Offering Peace of Mind

Aug 1, 2023 10:58:22 AM

Hello, I'm Mike Pepe, the founder of Proformex. Throughout my career, I've come to understand the importance of safeguarding families and legacies with life insurance. Realizing the limitations of a manual inforce life insurance monitoring process, I knew there needed to be a digital solution to reach and protect more policyowners’ investments in insurance.

Enter Proformex—a platform that brings peace of mind to insurance advisors and policy owners by providing timely and valuable insights on their life insurance policies. I take immense pride in how Proformex secures the financial well-being of countless families, and my commitment to the industry remains unwavering.

If you're in the life insurance industry, I invite you to explore Proformex and discover how our platform can enhance your post-sale policy management in a way that benefits you and your clients. With Proformex, you can take proactive steps to ensure the long-term performance and security of your clients' life insurance policies.

Join us in our mission of protecting families and legacies through the power of data and technology. Together, let's make a lasting impact on the lives of those we serve. Visit our website or reach out to our team to learn more about how Proformex can elevate your practice and bring greater peace of mind to your valued clients.

You’ll be hearing more from me on our blog and on LinkedIn as I talk through tips, tricks, and industry insights as we work towards better protecting policyowners and beneficiaries one managed policy at a time.

Written by Mike Pepe

Mike Pepe capitalized on 20 years of life insurance expertise by launching Proformex, a life insurance servicing platform that helps advisors, brokers, and carriers service clients better. Proformex delivers multicarrier visibility, collaboration, and performance reporting in a single, secure system.

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