News & Insights

1 min read

#PeopleOfProformex: Meet Kris Beck

By Admin on Oct 22, 2021 2:41:18 PM

In our newest video series, #PeopleOfProformex, we sit down with members of our ever-growing team and ask questions to help viewers like you get a sense of that individual's background and aspirations for our organization. Our second episode features Kris Beck, our Chief Executive Officer.

Kris is an exceptional leader and a visionary whose unique ability to unite cross-functional departments and teams behind a common goal helps to propel our company forward. She has extensive experience in growing SaaS technology companies and a tenacious commitment to solving complex challenges to make people's lives better. Listen to our interview with her below to learn more about how she keeps us all on track to achieving our mission!

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1 min read

#PeopleOfProformex: Meet Mike Pepe

By Admin on Oct 22, 2021 2:34:56 PM

In our newest video series, #PeopleOfProformex, we sit down with members of our ever-growing team and ask questions to help viewers like you get a sense of that individual's background and aspirations for our organization. Our first episode features the man who started it all - our Founder and Chief Strategy Officer, Mike Pepe.

Mike is deeply passionate about life insurance being a vehicle for families to secure their financial futures. After spending two and a half decades selling life insurance, he set out to build what is known today as Proformex in hopes that the platform would better enable people who sell life insurance to protect their clients' investments so that death benefits promised become death benefits paid. Hear more about Mike's story in the video below!

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1 min read

From the Founder's Desk: A Response to Carriers Offloading Life Portfolios

By Mike Pepe on Oct 3, 2021 1:45:00 PM

I was reading Leslie Scism’s most recent article in the Wall Street Journal recently, and it spurred some interesting conversations. Leslie does a great job explaining different people’s perspectives on the same topic – that of insurers selling off portions of or all of their books to private equity firms. Recent examples include Allstate, Voya, Allianz, Hartford Financial Services Group, and Principal Financial Group.

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2 min read

Strategic Partnership: Proformex and BKA Financial Aim to Deliver Exceptional Ownership Experience to Life Insurance Consumers

By Admin on Sep 7, 2021 5:00:00 AM

CLEVELAND, Ohio – September 7, 2021Proformex and BKA Financial have entered into a strategic partnership aimed at improving the life insurance ownership experience for clients. Their objective is to further redefine the industry standard for post-sale policy servicing by providing easier access to relevant data to empower better decisions and analysis to ensure clients receive the outcomes they expect. Given the strength of both companies’ networks, the entire industry stands to benefit from their collaboration.

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0 min read

Whiteboard Wednesdays with Mike Pepe - Part XI

By Admin on Sep 3, 2021 2:25:02 PM

In the eleventh installment of our Whiteboard Wednesdays series, our Founder & Chief Strategy Officer, Mike Pepe, talks about the challenges many life insurance advisors face when it comes to finding a balance between taking care of your existing clients and attracting new ones. For Mike, technology helped tremendously with client service and the growth of his practice. Listen below!

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0 min read

Webcast - Brian Bieker

By Admin on Sep 2, 2021 5:00:00 AM

In the webcast video below, our  Customer Success Manager, Max Posner, chats with Brian Bieker, Vice President of Life Sales at Lakeview Financial Services. They talk about how the team at Lakeview uses the Proformex platform to mine their advisors' books of business for opportunity and ultimately help advisors have more meaningful interactions with their policyowners. Listen below!

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0 min read

Case Study: PolicyMarket + Katz Nassau

By Admin on Aug 26, 2021 5:00:00 AM

PolicyMarket and Katz Nassau leverage Proformex to consolidate and mine their inforce data for opportunities. Those opportunities come in many different forms and are ultimately all tied back to ensuring that they're able to give policyowners a full understanding of the options available to them so that the life insurance coverage they have matches what they need. 

Read the case study below that explains a specific instance where Proformex enabled real-world outcomes where everyone - from Katz Nassau to PolicyMarket to the policyowner - won. 

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0 min read

How to Service Your Clients and Make More Money at the Same Time

By Admin on Aug 11, 2021 9:06:11 AM

Proformex - Protect Inform Exceed 8-10-21
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0 min read

Webcast - Joe Bosnack

By Admin on Aug 3, 2021 9:38:23 AM

In the webcast video below, our Director of Customer Success, Niko Kantouros, chats with Joe Bosnack, President of Katz Nassau Agency, Inc. They talk about how Proformex has helped the team at Katz Nassau better mine their data for opportunities and potential risks within their ever-growing book of business. Listen below!

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Whiteboard Wednesdays with Steve Lance - Part X

By Admin on Jul 28, 2021 10:01:34 AM

In the tenth installment of our Whiteboard Wednesdays series, our VP of Sales, Steve Lance, talks about the latest white paper he co-authored with one of our Data Scientists, Dr. Luke Keltner, that shares some fascinating (and quite frankly, staggering) statistics about the policies within your inforce book that need immediate attention. Check it out below!

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