News & Insights

1 min read

Consolidated Portfolio View

By Admin on Jan 24, 2020 11:39:21 AM

Do you find yourself struggling to get a clear line of insight across your entire portfolio? Our Founder, a former life insurance producer himself, experienced that challenge and built Proformex to solve that and provide a consolidated portfolio view. To see how it works, check out the video below! 

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2 min read

White Paper: 7 Reasons Policy Management is Good for You and Your Clients

By Admin on Jan 15, 2020 3:56:22 PM

Chief Marketing Officer David Morris highlights seven reasons policy management is good for life insurance professionals and their clients

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2 min read

Proformex Pioneer - Gonzalo M. Garcia, CLU

By Admin on Jan 14, 2020 12:19:11 PM

Introducing the Proformex Pioneer award! This monthly initiative was developed to recognize the industry’s best and brightest. We want to shine a spotlight on the experts that keep the life insurance world moving forward and thank them for all their hard work.

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0 min read

Putting with Pepe - Episode 7

By Admin on Jan 7, 2020 9:41:48 AM

Get to know our CFO! In the 7th episode of our #PuttingWithPepe series, Founder Mike Pepe chats with our CFO Bill Leonard about his background, his love for Cleveland, and where he sees Proformex going forward. Thanks for everything you do for us, Bill! 

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1 min read

The Power of Proformex

By Admin on Jan 3, 2020 12:06:33 PM

Technology is transforming our world. That's why we built our inforce policy management platform - to change the way life insurance policies are managed and sold. Our platform closes the pre-sale and post-sale loop. See the power of Proformex for yourself in the video below!

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1 min read

Proformex ROI

By Admin on Jan 3, 2020 10:29:03 AM

Analyzing the ROI of any purchase can be an important decision-making factor, but this is especially true when it comes to software. In the video below, see how some Proformex customers generate up to a 300% ROI on their purchase of our platform. 

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5 min read

The People of Proformex Care for Their Community

By Admin on Dec 16, 2019 5:45:00 AM

Every year as the holidays draw near, people tend to seek out opportunities to give back. Whether through volunteering or donating, the holiday spirit inspires us to do something good. 

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2 min read

White Paper: It's Not About Getting Another 1%

By Admin on Dec 10, 2019 6:15:00 AM

President & Founder Mike Pepe reviews the importance of choosing partners wisely in the age of best interest standards

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0 min read

Putting with Pepe - Episode 6

By Admin on Dec 5, 2019 10:38:25 AM

It's the most wonderful time of the month! Time for another installment of our #PuttingWithPepe series. In our 6th episode, Mike interviews Karoline Porter, our Customer Success Manager. We knew she was great with our clients, but who knew she had such strong short game, too?! She sank more puts than anyone else who has been interviewed so far! Check it out below:

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1 min read

Prospecting to Centers of Influence (COIs)

By Admin on Nov 26, 2019 2:04:25 PM

There are many ways to prospect for new business, and one of those tactics is by leveraging centers of influence (COIs). Watch our video below to learn how implementing leading technology like Proformex can help you better prospect to COIs. 

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