News & Insights

0 min read

Webcast - Justin Nabity

By Admin on Dec 7, 2020 2:35:26 PM

In the webcast video below, our Director of Customer Success, Niko Kantouors, chats with our customer, Justin Nabity, Founder/CEO of Physicians Thrive, about his background in the life insurance industry and why his company chose to leverage Proformex for better inforce policy management. Give it a listen!

Continue Reading
0 min read

Webcast - Cindy Bojanski

By Admin on Dec 7, 2020 11:46:54 AM

In the webcast video below, our Customer Success Manager, Max Posner, chats with our customer, Cindy Bojanski, Senior Analyst/VP of Sales at Insurance Design Management, about her background in the life insurance industry and why Proformex is her organization's inforce management tool of choice. Check it out!

Continue Reading
0 min read

Mine Your Book

By Admin on Dec 7, 2020 10:25:20 AM

Proformex - Mining

 

Continue Reading
0 min read

4 Simple Steps to Achieve Seven-Figure Sales with Inforce Policy Management

By Admin on Nov 17, 2020 11:04:40 AM

4 Simple Steps

 

Continue Reading
0 min read

Webcast - TJ Davis

By Admin on Oct 27, 2020 4:34:39 PM

In the webcast video below, our Customer Success Manager, Alyse Krevh, chats with our customer, TJ Davis, President and Financial Advisor at Finley Davis Financial Group, about his background in the life insurance industry, some of the emerging trends in our industry, and why he and his team chose to use Proformex as their proactive inforce policy management tool Check it out!

Continue Reading
2 min read

Virtual Event Designed to Guide Life Insurance Community Through Changing Times

By Admin on Oct 1, 2020 9:22:26 AM

Leading Life Insurance Software Provider, Proformex, Hosting
Inforce 2020 event featuring expert insights on growing revenue and profits

Continue Reading
0 min read

Putting with Pepe - Episode 15

By Admin on Sep 25, 2020 10:14:50 AM

It's time for another episode of our beloved #PuttingWithPepe series!

In the 15th episode, we introduce you to one of our board members and investors, Dave Zelman. Dave is a born and bred Clevelander and one of our early-stage investors. With his background in retail brokerage, he brings unique expertise and offers great advice to help us continue scaling. We appreciate your confidence in our people and our platform, Dave!

Learn more about Dave in the interview below.

Continue Reading
2 min read

Proformex Celebrates Life Insurance Awareness Month

By Admin on Sep 1, 2020 7:00:00 AM

September is life insurance awareness month – how are you honoring it this year?

Continue Reading
3 min read

Proformex and NAIFA Partner to Protect Consumers of Life Insurance

By Admin on Aug 18, 2020 7:45:51 AM

 

Continue Reading
4 min read

Proformex and Ensight Team Up to Transform Life Insurance Inforce Policy Monitoring

By Admin on Aug 12, 2020 8:32:00 AM

Ensight’s API platform advances transparency and oversight for insurance agents and financial advisors

Continue Reading

Featured