Proformex provides automated alerts that are configurable and can be triggered for specific policy events. See how the team at Duncan Advisor Resources leveraged custom alerts to generate an additional $500k in target premium.

Sizzling marketing engagement solution to activate your clients and create new opportunities to grow your business 

Insurance professionals deserve better tools and technology to help them manage their life insurance business. Paul Shaheen, a 30+ year veteran of The Horton Group, uses Proformex as his solution to this industry-wide problem. 

In the case study below, you'll read more about how he uses Proformex to take his client outreach to the next level. Check it out!

Why should an insurance agent or wealth advisor use Proformex?

It is a very simple question, with a very simple answer.

I get asked a lot, even from people in the life insurance industry...what even is Proformex? And I respond with the same 10-20 second elevator pitch that then leads to even more questions.

When I took this interaction back to the incredible team at Proformex, they put together a one-sheeter that clearly explains what we do, the benefits, and the value of having a system like Proformex!

For anyone in the industry that sells life insurance, you should have something in place to look after these policies. Your clients deserve as such! And, I may be biased, but there is no other system out there that can do what Proformex does as quickly, efficiently, and with as many features to help streamline what can be a tedious process. So, if you haven't looked at Proformex in a while, or have never even heard about us, read the information below and let me know your thoughts!

In the webcast video below, Scott Cahill, Senior Vice President of Fulcrum Partners, talks about how having a single system of record for your life insurance policies helps to institutionalize your book of business, leading to much more efficient and effective succession planning when the time comes to transition out of your practice. Give it a listen!

The team at Fulcrum Partners uses Proformex to better manage their clients' life insurance policies. With our post-sale client management tool for life insurance, they're able to stay ahead of any policy risks or new sales opportunities. Additionally, using Proformex allows their team to have centralized visibility of their assets in one place, which will help provide an accurate value on the book when it comes time to consider succession planning for their business.

Read more about the success they've had using our platform in the case study below!

The team at Wiseman & Associates Wealth Management uses Proformex to proactively identify potential policy risks and new sales opportunities in their life insurance business. While life insurance isn't a primary focus of their business, they do believe it's an important asset to properly manage over a client's lifetime to ensure the coverage continues to meet its intended objectives relative to the client's overall wealth management plan. 

Read more about the success they've had using our platform in the case study below!

Simplicity Keystone (fka Keystone Benefits Group of Atlanta) is an executive benefits consulting group offering tailored solutions to some of the nation’s largest financial, accounting, actuarial, and employee benefit consulting firms. Their team was looking for a better way to manage the life insurance policies within their clients' portfolios and found Proformex to be just the solution they needed to make servicing those policies a more efficient and profitable endeavor.

Hear what Michael Falkenstein, Partner, has to say about his experience using Proformex in the video below!

Never heard of Proformex?

Neither had I until I was looking for the top start-ups in Cleveland. Turns out Proformex is one of them -> https://fintech.energy/clevelands-10-fastest-growing-fintech-startups/