In our newest video series, #PeopleOfProformex, we sit down with members of our ever-growing team and ask questions to help viewers like you get a sense of that individual's background and aspirations for our organization. Our ninth episode features Niko Kantouros, our Director of Customer Success.

Niko and his team work directly with Proformex users to make sure they're getting as much value as possible out of the platform. He works across multiple departments to take customer feedback and implement it in changes across the company and never turns down an opportunity to help one of his teammates. Learn more about Niko and his unwavering dedication to Proformex in the video below!

In our newest video series, #PeopleOfProformex, we sit down with members of our ever-growing team and ask questions to help viewers like you get a sense of that individual's background and aspirations for our organization. Our eighth episode features Carmen Pepe, Product Manager.

Carmen has been with the company since day 1 and brings tremendous experience to the team to help us further innovate and enhance the product to best serve our customers' needs. She never backs down from a challenge and is always willing to try something new and encourage the team to think of product functionality in new ways. Learn more about Carmen in the video below!

In our newest video series, #PeopleOfProformex, we sit down with members of our ever-growing team and ask questions to help viewers like you get a sense of that individual's background and aspirations for our organization. Our seventh episode features Chris Luse, our Chief Information Security Officer.

Our team takes data security very seriously, and Chris leads our team so that we can maintain an organization-wide strategy to protect the information we handle. As someone who has worked in information security for over 20 years, he's well-versed in the subject and has helped us establish a framework that has earned a SOC 2 Type II certification. Learn more about the valuable knowledge and experience he brings to the team and how he's helped us build one of the best security programs not only for ourselves but for our partners, too. 

Leading edge fintech partnership leverages competitive advantage with financial institution clients

By standardizing and simplifying post-sale policy servicing, Proformex and One Resource Group will deliver seamless transition of timely insights from broker to advisor to client

York International Agency, LLC uses Proformex to monitor and manage their life portfolio. By implementing technology that streamlines administrative tasks and consolidates client data into a single, secure location, their team has more time to have meaningful interactions with their clients to help build those relationships and, in turn, grow their business.

Read more to learn about the difference Proformex has made for York's business - from better client servicing to new revenue opportunities. 

In the webcast video below, our Customer Success Manager, Max Posner, chats with Blake Buden, Client Executive at York International Agency, LLC. They talk about why York International decided to start using Proformex to monitor and manage their life portfolio and some of the biggest benefits to leveraging technology - like simplifying your day-to-day operations and giving you the flexibility to scale your business. Listen below!

Thank you for your interest in Proformex! The video below gives you a quick glimpse into what our platform looks like and some of the benefits you can expect when using our technology. Check it out - a team member will be in touch to schedule a meeting with you shortly. 

Mergers and acquisitions have always been common within the life insurance and financial services industries. But recently, the trend has seemingly accelerated, particularly among carriers who are offloading their life and annuity business to private equity and venture capital firms. Recent examples include: Allstate, Voya, Allianz, Hartford Financial Services Group, Prudential, and Principal Financial Group.

In our newest video series, #PeopleOfProformex, we sit down with members of our ever-growing team and ask questions to help viewers like you get a sense of that individual's background and aspirations for our organization. Our sixth episode features Kelly Lytle, our Vice President of Sales.

A captivating story-teller and never one to back down from a challenge, Kelly has worked across multiple departments within our organization to help us develop battle-tested approaches to industry partnership management, ongoing customer success and product development, and a repeatable sales cycle that drives growth. See Kelly's passion and motivation for executing our company mission in the interview below!