News & Insights

1 min read

White Paper: COVID-19 and the Life Insurance Industry

By Admin on Mar 26, 2020 11:05:48 AM

Proformex Founder Mike Pepe explains how the novel coronavirus is impacting the life insurance industry

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2 min read

Kevin's Korner: Leveraging Proformex to Stay Informed

By Admin on Mar 25, 2020 11:16:29 AM

Introducing our newest blog series: Kevin's Korner. In addition to our Founder Mike Pepe, Kevin Kelley is one of our resident insurance experts with decades of experience in the life insurance industry. We thought he could offer valuable insights, especially regarding the impact of COVID19 on our industry right now. Read below for the first installment of this series in which Kevin explains how recent economic upheaval might be impacting VULs, IULs, and ULs, and how Proformex might help!

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2 min read

Proformex Pioneer - Ken Leibow

By Admin on Mar 19, 2020 12:06:45 PM

It’s time for another monthly installment of our Proformex Pioneer award! For the month of March, we decided to honor our good friend Ken Leibow. Ken is equally knowledgeable and enthusiastic about our industry, and we appreciate his positive presence (especially amidst these stressful, uncertain times) and his willingness to share a little bit more about himself with us. Read on below!

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0 min read

Putting with Pepe - Episode 9

By Admin on Mar 6, 2020 1:05:00 PM

Happy Friday and #PuttingWithPepe day!! In episode 9, you'll get to meet the other beloved Pepe, Carmen! Carmen is one of our Associate Product Managers, and our Founder Mike is her husband. Hear more about Carmen's background in the video below. 

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1 min read

Proformex Attends North Coast Ventures Annual Meeting

By Admin on Mar 4, 2020 10:00:50 AM

Last week, our CEO Kristie Beck had the honor of presenting to North Coast Ventures about our successes in 2019 and our vision for 2020. The below excerpt was shared with fellow attendees after the night concluded:

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1 min read

Proformex Attends the InsMark Annual Symposium

By Admin on Mar 3, 2020 10:50:24 AM

Last week, our team had the pleasure of attending this year's InsMark Symposium at the Red Rock Casino, Resort & Spa in Las Vegas.

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0 min read

Webcast - InsurTech Express, Ken Leibow

By Admin on Feb 24, 2020 11:49:54 AM

In the video below, our Founder Mike Pepe chats with Ken Leibow, CEO and Founder of InsurTech Express, about his background in the life insurance industry and where he sees it going in the future. Hear his insights in the video below!

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1 min read

Best Interest Regulations for Financial Institutions

By Admin on Feb 13, 2020 10:16:48 AM

Best interest standards regulations are sweeping across the country. But do they have different implications for different types of life insurance practitioners? In the video below, we explain the changing role of financial institutions and how best interest regulations come into play. Check it out!

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0 min read

Putting with Pepe - Episode 8

By Admin on Feb 7, 2020 9:07:11 AM

Guess what day it is?! It's #PuttingWithPepe day! In the 8th episode of our series, you'll meet Ryan Tuley, our Director of Inside Sales here at Proformex. Learn more about Ryan and his background in SaaS sales in the video below. 

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Case Study: LifeTrust3D

By Admin on Feb 4, 2020 6:31:00 AM

LifeTrust3D, one of the nation's premier life insurance consulting firms, needed a proactive inforce life insurance policy management solution. They sought an automated solution to help service their existing policies and allow them the resources, tools and capacity to continue scaling their business. To see how Proformex helps, check out our latest case study below. 

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