News & Insights

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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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0 min read

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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Webcast - Izzy Brettler

By Admin on Apr 29, 2020 4:10:55 PM

In the webcast video below, our Customer Success Manager, Max Posner, interviews Izzy Brettler, Vice President of Arbor Group. The two of them discuss Izzy's background in the life insurance industry and the ways in which our industry needs to adapt during the ongoing COVID-19 crisis. Hear their thoughts below!

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0 min read

Webcast - Cathy Neifeld

By Admin on Apr 28, 2020 11:17:07 AM

In the webcast video below, our Founder and President Mike Pepe chats with Cathy Neifeld, Partner and General Counsel at AgencyONE. They cover everything from how AgencyONE evolved into the business it is today, the current state of the life insurance industry, and why inforce policy management is important. Watch below to learn more about Cathy!

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2 min read

Achieving a Sense of [Cyber] Security in Challenging Times

By Admin on Apr 21, 2020 8:44:03 AM

3 information security and vendor risk management considerations during this time of crisis

By: Chris Luse, CISO, Proformex

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0 min read

Whiteboard Wednesdays with Kevin Kelley - Part I

By Admin on Apr 15, 2020 9:13:38 AM

We are so happy to introduce our newest vlog series, Whiteboard Wednesdays with Kevin Kelley! Kevin is our Sr. Life Insurance Specialist, and we thought sharing his insights regarding the current state of the life insurance industry amidst the COVID-19 crisis would be helpful to our industry peers. In this first installment, Kevin reviews why policy monitoring is so important and what you can do to manage it more efficiently and effectively. Check it out below! 

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