News & Insights

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Annual Policy Reviews, Automated with Proformex

By Admin on Jan 17, 2019 7:30:00 AM

Annual policy reviews are essential to ensuring that policyowners' expectations are met. But they're both time consuming and costly. Did you know you that Proformex automates the policy review process and can even generate client-ready reports? By doing so, you'll save yourself time and money, and deliver a more consistent and comprehensive reporting experience to your clients. Watch our latest video to learn more about how Proformex helps with policy reviews.

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Case Study: Kohrman, Jackson & Krantz

By Admin on Jan 10, 2019 9:01:00 AM

A local foundation was gifted a $5M life insurance policy. When its premium payments increased 400% unexpectedly, Proformex quickly identified the problem and helped the foundation explore all their options to resolve this problem.

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New Year, New Platform Enhancements

By Admin on Jan 8, 2019 8:37:01 PM

Proformex designed a new platform for increased user-friendliness and navigability

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Nevada has followed New York’s lead, is your state next?

By Admin on Jan 2, 2019 8:57:00 PM

Toward the end of 2018, we shared with you a quick overview of the legislative changes made in New York regarding the “best interest” standard for fiduciaries that included a guide to help you determine what steps to take to prepare for said changes. Since then, Nevada state legislators have passed a law that requires all brokers and advisors to be held accountable to a strict fiduciary standard.

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Proformex Holiday Philanthropy Gives New Meaning to Christmas “Miracle”

By Admin on Dec 20, 2018 3:16:59 PM

‘Tis the season of giving! Corporate philanthropy is engrained in so many company’s cultures, and our culture at Proformex is no different. One of our core values is being “purpose-driven” in every sense of the word. In addition to being ambitious professionally, our team is always seeking out opportunities to make a difference in the lives of others both in our work and our community outreach efforts.

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BOULEVARD Selects Proformex

By Admin on Dec 19, 2018 7:22:32 AM

Financial planning firm invests in advanced technology for in force policy management.

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You’ve Purchased a Life Insurance Policy. Now what?

By Admin on Dec 18, 2018 7:52:10 PM

The process of researching, purchasing and maintaining a life insurance policy can be quite tedious and complex, but you don’t have to tackle it alone. Take a look at this handy guide put together by our friends at Forbes that walks you through the next steps.

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Introduction to Life Settlement

By Admin on Dec 14, 2018 9:00:00 AM

Monitoring inforce life insurance performance relative to the original performance expectations can be a difficult task for agents, advisors, trustees and fiduciaries trying to protect their clients’ interests. Proformex was created to make InForce Policy Management easy. Our intuitive platform helps you monitor, analyze and manage the performance of your clients’ life insurance policies in a single, distribution-agnostic platform.

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3 min read

In Force Technology that Expects the Unexpected, and Alerts You When It Happens

By Admin on Dec 10, 2018 2:20:56 PM

The Crisis

Earlier this year, The Wall Street Journal published an article, “Universal Life Insurance, a 1980s Sensation, Has Backfired”. The author, Leslie Scism, dives deeply into the ongoing crisis faced by many aging policyowners: a long decline in interest rates has caused their premiums to rise exponentially.

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Industry Expert Interview: Jon Pinney

By Admin on Dec 7, 2018 9:00:00 AM

In our Influencer Interview session with Jon J. Pinney, Managing Partner of Kohrman, Jackson & Krantz, we discuss the state of the life insurance industry and the growing need for technologies that will help to automate cumbersome tasks and improve efficiencies. The Proformex inforce policy management platform is one of those technologies helping to advance the life insurance industry into a new era, and Mr. Pinney enjoys that the platform provides better transparency to his clients with detailed analytics and reporting. Hear more of his insights in the video below.

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