News & Insights

0 min read

Whiteboard Wednesdays with David Morris - Part IX

By Admin on Jun 30, 2021 1:40:20 PM

In the ninth installment of our Whiteboard Wednesdays series, our CMO, David Morris, talks about how essential it is to optimize your time and attention on the right tasks and initiatives to get the most out of your professional relationships. Ultimately, it's the policyowner who will benefit most when you do. Hear more in the video below!

Continue Reading
2 min read

CLEVELAND PLAIN DEALER NAMES PROFORMEX A WINNER OF THE NORTHEAST OHIO TOP WORKPLACES 2021 AWARD

By Admin on Jun 29, 2021 8:15:00 AM

Cleveland, Ohio, June 29, 2021 - Proformex has been awarded a Top Workplaces 2021 honor by Plain Dealer Top Workplaces Top Workplaces. The list is based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner Energage LLC. The anonymous survey uniquely measures 15 culture drivers that are critical to the success of any organization: including alignment, execution, and connection, just to name a few.

Continue Reading
0 min read

Proactive Inforce Management is a Solid Investment in Your Future

By Admin on Jun 10, 2021 4:28:48 PM

 

Proformex - Forward Thinking Distributors.mov
Continue Reading
0 min read

Webcast - Dave Donchey

By Admin on Jun 9, 2021 11:38:26 AM

In the webcast video below, our Customer Success Manager, Max Posner, chats with Dave Donchey, President of Leisure Werden and Terry. Among other topics, these two discuss the kinds of success LWT has found since utilizing Proformex as their inforce tool - like being able to surface opportunities that drive meaningful interaction with their advisors that in turn lead to meaningful interactions from advisor to policyowner. In fewer words, Proformex enables a win-win situation for everyone. Listen to their conversation below!

Continue Reading
0 min read

Whiteboard Wednesdays with Jason Spangler - Part VIII

By Admin on May 27, 2021 8:24:10 AM

In the eighth installment of our Whiteboard Wednesdays series, one of our account executives, Jason Spangler, addresses the urgency for industry practitioners to start engaging in proactive inforce management. Listen below!

Continue Reading
0 min read

Avoid Unwanted Litigation with Better Inforce Management

By Admin on May 10, 2021 8:43:44 AM

 

Proformex - Unmonitored Policies
Continue Reading
0 min read

Webcast - Gary Sipos

By Admin on May 3, 2021 9:47:16 AM

In the webcast video below, our Director of Customer Success, Niko Kantouros, chats with Gary Sipos, Founder of Sipos Financial & Insurance Services. Hear from Gary how the Proformex technology helps him to get a more firm grasp around his inforce book of business and how he's able to use the data provided by Proformex to drive more meaningful client conversations that often result in new opportunities. Listen below!

Continue Reading
0 min read

Whiteboard Wednesdays with Dr. Luke Keltner - Part VII

By Admin on Apr 19, 2021 10:23:21 AM

In the seventh installment of our Whiteboard Wednesdays series, one of our Data Scientists, Dr. Luke Keltner, talks about how the life insurance industry can accelerate its growth by leveraging powerful data and advanced analytics. Listen below!

Continue Reading
0 min read

Data and Analytics for the Life Insurance Community

By Admin on Apr 19, 2021 9:35:53 AM

 

Proformex - Data and Analytics.mov
Continue Reading
0 min read

Webcast - Tom Wiseman and Reid Turnure

By Admin on Apr 15, 2021 2:31:47 PM

In the webcast video below, our DIrector of Customer Success, Niko Kantouros, chats with Tom Wiseman and Reid Turnure of Wiseman & Associates Wealth Management. Their discussion illustrates the value Proformex provides to their team, the importance of proactive and effective inforce management, and the ongoing need for better transparency in the life insurance industry. Give it a listen!

Continue Reading

Featured