News & Insights

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Webcast - Will Cassidy

By Admin on Jul 1, 2020 3:19:29 PM

In the webcast video below, our Founder and President Mike Pepe chats with Will Cassidy, President of Cassidy & Company, LLC. Will participates in a Lion Street study group and he shared some great insights with that study group earlier this year. Hear Will share those insights about inforce policy management and insurtech again in the video clip below!

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2 min read

Proformex Publishes Reg BI Resources Center Ahead of SEC Compliance Date

By Admin on Jun 25, 2020 8:20:38 AM

InsurTech startup compiled its own resources and other reliable industry source material to help educate customers and peers about what SEC Reg BI entails

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2 min read

Stephen Lance Joins Proformex

By Admin on Jun 16, 2020 8:30:00 AM

Experienced SaaS startup sales strategist brings his expertise to the nation’s fastest growing life insurance technology software company

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1 min read

Putting with Pepe - Episode 12

By Admin on Jun 8, 2020 11:30:00 AM

Episode 12 of #PuttingWithPepe is here! In this episode, you'll meet Kyle Holdsworth, another one of our Account Executives. Kyle was on track to run the Cleveland Marathon this year, but COVID-19 had other plans. So Kyle and some other runner friends teamed up to create a virtual half marathon, Dash for Donations, where all proceeds raised went directly to the Cleveland Clinic cancer research fund. In total, $10,000 was raised in less than a month's time - way to go, Kyle!

Though the virtual race is over, the website remains open for more donations: give.ccf.org/dashfordonations.

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Case Study: Larkins & Larkins, LLC.

By Admin on May 15, 2020 9:42:32 AM

Larkins & Larkins, LLC. - a specialty life insurance brokerage - leverages Proformex to provide their high net worth clients with an invaluable asset: peace of mind

In the case study below, we explore how Bob and Anne Larkins used Proformex to enhance their relationship with their existing client and gain entrée into the next generation of the insured's family. Check it out!

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3 min read

Proformex Announces Partnership with InsMark to Mutually Enhance Service Offerings

By Admin on May 14, 2020 8:11:06 AM

Two industry-leading solutions collaborate to help life insurance producers work more efficiently and effectively in a rapidly changing environment

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Whiteboard Wednesdays with Kevin Kelley - Part II

By Admin on May 13, 2020 9:02:56 AM

In the second installment of our new Whiteboard Wednesdays series, our resident life insurance expert Kevin Kelley talks us through how COVID-19 might be impacting death benefits claims. Of course, it's always best to consult directly with your life insurance agent for any questions about your specific policy, but hopefully Kevin's words of wisdom can help put you at ease in this uncertain, uncomfortable time. Check it out below!

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4 min read

Industry Alert: SEC Will Not Postpone Reg BI Compliance Date

By Admin on May 11, 2020 9:42:03 AM

COVID-19 has changed so much in so little time, but the Reg BI compliance date of June 30, 2020 remains the same.

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0 min read

Putting with Pepe - Episode 11

By Admin on May 8, 2020 10:58:59 AM

Can you believe we've made it to episode 11 of our fan-favorite #PuttingWIthPepe series?! In this episode, you'll meet Alexa VanMaaren, Account Executive. Alexa is a NY transplant who brightens up our office with her friendly, positive attitude and infectious smile. Learn more about her in the video below!

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Webcast - Ken Leibow, InsurTech Express

By Admin on May 5, 2020 4:11:31 PM

In the webcast video below, our Founder Mike Pepe chats with Ken Leibow - Founder, Chairman, & CEO of InsurTech Express - about how COVID-19 is impacting the life insurance industry, the challenges and opportunities he sees for producers, and why inforce policy management is more important now than ever before. Hear their insights in the video below!

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