News & Insights

2 min read

Captive vs. Non-Captive Agents

By Admin on Sep 26, 2019 12:18:42 PM

When it comes to being either a captive agent or an independent agent, both offer different benefits and come with different challenges. In our video below, we outline some of the major differences between each agent type and demonstrate some of the ways our platform can support those agents who are transitioning from being captive to independent. Check it out!

Continue Reading
1 min read

Proformex Attends IACON19

By Admin on Sep 23, 2019 9:49:18 AM

Over the weekend, team Proformex had the pleasure of attending IACON 2019 in Columbus, brought to you by the Ohio Insurance Agents Association. It was a fantastic event - from the opening kickball tournament to the closing tailgate for the OSU v. Miami (OH) game, and all the educational sessions and networking opportunities in between! 

Continue Reading
1 min read

Proformex Goes the Extra Mile(s) in SparkCleveland Step Challenge

By Admin on Sep 12, 2019 10:25:53 AM

One of the best ways to stay motivated is through a little friendly competition. Thanks to our friends at Oswald Companies and other mission-focused organizations like Spark 360 and ABC News Channel 5, some of that friendly competition has been introduced to the Cleveland Metro area in the form of the SparkCleveland Step Challenge.

Continue Reading
1 min read

Introduction to Suitability

By Admin on Sep 9, 2019 10:32:13 AM

With new best interest standards regulations, producers must be able to demonstrate that their client recommendations and sales transactions are suitable. What criteria are used to define "suitable"? Learn more in the video below. 

Continue Reading
1 min read

Proformex Contributes to Downtown Cleveland Growth

By Admin on Sep 6, 2019 7:00:00 AM

According to the 2019 Downtown Cleveland Q2 Market Update, homegrown startups (like Proformex) have significantly impacted the city's growth over the last quarter. With the office being located right in the heart of downtown Cleveland at the North Point building, Proformex is one of the quickly growing local companies that's helping the city to attract a young, highly skilled labor force - especially in the SaaS and technology spaces. Cleveland now ranks 10th among the nation's largest cities for software developer growth, surpassing big names such as Denver, Austin and the Bay Area. 

Continue Reading
0 min read

Putting with Pepe - Episode 3

By Admin on Sep 5, 2019 7:00:00 AM

Back by popular demand, it's #PuttingWithPepe! In our 3rd episode of this series, our Founder Mike Pepe chats with our CTO Chris Sullivan about his background in the SaaS and software development spaces and how it all comes together now at Proformex. Check it out below:

PwP_Ep3_ChrisSullivan_190819-01
Continue Reading
0 min read

Putting with Pepe - Episode 2

By Admin on Aug 26, 2019 5:29:41 PM

The second installment of our #PuttingWithPepe video interview series is here! Our Founder Mike Pepe chats with CEO Kris Beck about her extensive background in SaaS startups and reasons for deciding to join the Proformex team. By the way, her short game appears to be incredible! Check it out below:

PwP_Ep2_KrisBeck_190808-01
Continue Reading
2 min read

Proformex Publishes Analysis of Life Insurance Best Interest Standards

By Admin on Aug 22, 2019 1:33:42 PM

CLEVELAND, Ohio – August 20, 2019 – Proformex, creator of a proactive life insurance policy monitoring platform designed to give insurance agents, advisors and fiduciaries better oversight and visibility into the performance of in force life insurance policies, has published the white paper, “An In-Depth Look at Best Interest Standards for Life Insurance” .

Continue Reading
1 min read

White Paper: An In-Depth Look into Best Interest Standards for Life Insurance

By Admin on Aug 21, 2019 2:18:36 PM

“Best interest standards” are regulations that require carriers and producers that sell life insurance to establish criteria and processes overseeing product recommendations given to retail consumers. Under best interest standard regulations, all investment recommendations given to consumers must be made with the consumer’s needs top of mind.

Continue Reading
0 min read

Webcast - Veralytic, Barry Flagg

By Admin on Aug 20, 2019 3:11:00 PM

Barry Flagg, Founder of Veralytic, chats with Proformex Founder Mike Pepe about the changing life insurance industry and what he thinks could still be improved in the future. Listen to their conversation below!

Continue Reading

Featured