News & Insights

0 min read

Case Study: Foundation

By Admin on Apr 1, 2021 3:41:19 PM

Two policyowners nearly lost seven years of coverage on their $250,000 life insurance policy after the carrier had been spun off and suffered significant reduction in their company ratings. See how Proformex helped keep the policy from lapsing by identifying this issue in a coverage assessment report of the policy.

Continue Reading
0 min read

Case Study: Agent

By Admin on Apr 1, 2021 3:39:30 PM

When an agent's client began undergoing treatments for her recent cancer diagnosis, she missed a premium payment amidst all the chaos. Discover how Proformex helped them keep this client’s policy from lapsing.

Continue Reading
0 min read

Case Study: Lion Street

By Admin on Mar 30, 2021 3:06:39 PM

Proformex and Lion Street have been working together since 2015. Both organizations are on a mission to usher in better data transparency across the life insurance community, and they've been working together to advocate for that. 

This case study compilation further explains the relationship between Proformex and Lion Street and demonstrates a few ways in which three of Lion Street's firms have found success using Proformex for more proactive inforce management. Read on below!

Continue Reading
0 min read

Whiteboard Wednesdays with Mike Pepe - Part VI

By Admin on Mar 24, 2021 8:32:00 AM

In the sixth installment of our Whiteboard Wednesdays series, our Founder and Chief Strategy Officer, Mike Pepe, talks about getting ahead of expanding best interests legislation by establishing compliant, scalable processes now. He addresses the intersectionality of technology with those processes and why the life insurance community should consider implementing solutions that will make achieving audit-proof compliance a lot easier. Listen below!

Continue Reading
0 min read

Webcast - Michael Falkenstein

By Admin on Mar 17, 2021 2:07:09 PM

In the webcast video below, our Customer Success Manager, Mitchell Poch, chats with Michael Falkenstein, Director of Keystone Benefits Group of Atlanta. They talk about how Proformex is transforming post-sale policy servicing from a manual, cumbersome undertaking to a more proactive, streamlined approach. Check it out!

Continue Reading
0 min read

Webcast - Scott Cahill

By Admin on Mar 5, 2021 9:05:46 AM

In the webcast video below, our Customer Success Manager, Mitchell Poch, chats with Scott Cahill, Senior Vice President of Fulcrum Partners. They talk about how having a single system of record for all your inforce policy data 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!

Continue Reading
0 min read

Compliance and Scalability for Financial Institutions

By Admin on Mar 2, 2021 1:39:25 PM

 

Proformex - Compliance and Scalability
Continue Reading
0 min read

Whiteboard Wednesdays with Kevin Kelley - Part V

By Admin on Feb 23, 2021 3:41:58 PM

In the fifth installment of our Whiteboard Wednesdays series, our Life Insurance Specialist, Kevin Kelley, talks about the 7702 tax code revisions that went into effect early this year. Hear how advisors can leverage these changes to delight clients who meet certain criteria, and why having a centralized location for all client data gives advisors an advantage when it comes to strategizing their approach.

Continue Reading
0 min read

Case Study: CBS Brokerage, LLC

By Admin on Feb 9, 2021 10:24:51 AM

CBS Brokerage, LLC provides product expertise, advanced planning, and risk management services to a multitude of independent advisors, fiduciary advisors, and specialty insurance firms. They're committed to providing their downline advisors with access to state-of-the-art technology solutions that enable them to sell and manage life insurance more efficiently and more effectively.

See how CBS and one of their downline advisors leveraged Proformex's in-app lapse pending policy alerts to get a client's policy back on track and even sell an additional policy to that client. 

Continue Reading
0 min read

Webcast - Joslyn Druvenga

By Admin on Jan 29, 2021 1:55:32 PM

In the webcast video below, our Director of Customer Success, Niko Kantouros, chats with Joslyn Druvenga, Senior Vice President of CBS Brokerage, LLC. They talk about why proactive inforce management is crucial to fulfilling fiduciary duty and mainintaing clients' best interests as well as how technology helps to save time on tedious, manual tasks and identify risks and opportunities that can turn into revenue-generating activities. Check it out!

Continue Reading

Featured