CLEVELAND, Ohio – July 8, 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 One Resource Group (ORG) has selected Proformex as its premier policy management platform.
One Resource Group is a brokerage that brings a wide variety of services to the life insurance industry. With specialties in life insurance, annuity, long term care, disability and other products, One Resource Group aims to be a single source for all corresponding service requirements. As the company grew, its executives quickly realized a need for consolidated, ongoing policy performance monitoring to help better serve their clients.
“It was really important to us to automate some of the servicing life insurance policies require, because it became far too cumbersome to manage individual policies at the rate we were scaling,” said Tony Wilson, Executive Vice President of One Resource Group. “With Proformex, we’re able to streamline the tasks associated with inforce policy management and provide a seamless transition of information from one agent to the next. This ultimately helps us maintain the excellent level of service that our clients have grown accustomed to while working with us.”
Proformex helps One Resource Group consolidate their entire book of business into one powerful platform that provides their agents with robust analytics and client-ready reports that are easy to understand.
“We’re very excited about our partnership with One Resource Group, because we believe it will help bring our technology into the hands of agents across the country,” said Mike Pepe, Founder of Proformex. “It is an honor to help support our customers in their efforts to provide the best service possible to their clients.”
About One Resource Group
One Resource Group was created in 2002 with the idea that one company could provide innovative service in the industry. We wanted to put together a team of highly skilled and highly motivated people that would work tirelessly to make the brokerage experience better for agents and producers.
As President, Todd Stewart wanted to create a business model that allowed our clients to use ORG as a one stop shop for all their service requirements for life insurance, long term care, disability, critical illness and annuities.
We offer a vast range of insurance services, including case design, case management, advanced markets and experienced underwriting. We strive to partner with our clients to expand their business and continue to be a leader in the industry for knowledge and innovation.
Seventeen remarkable years later we are extremely excited about the future of our company and the industry we work in. We look forward to continuing to earn the respect of our partners, peers, and agents.
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.