News & Insights

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Case Study: LifeTrust3D

By Admin on Feb 4, 2020 6:31:00 AM

LifeTrust3D, one of the nation's premier life insurance consulting firms, needed a proactive inforce life insurance policy management solution. They sought an automated solution to help service their existing policies and allow them the resources, tools and capacity to continue scaling their business. To see how Proformex helps, check out our latest case study below. 

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Webcast - AgencyONE, Gonzalo M. Garcia, CLU

By Admin on Jan 27, 2020 3:33:49 PM

In the video below, our Founder Mike Pepe chats with Gonzalo M. Garcia, CLU, Partner at AgencyONE about how the life insurance industry continues to change. Listen to their insights below!

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Webcast - One Resource Group, Dustin Johnson

By Admin on Jan 27, 2020 11:45:22 AM

Proformex Founder Mike Pepe interviews Dustin Johnson, EVP of Marketing & Operations at One Resource Group. Check out their insights on the industry and where it's headed in the video below!

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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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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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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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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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