News & Insights – Proformex

One Resource Group uses Proformex to ensure client service opportunities aren’t going by unnoticed

Written by Admin | Jun 9, 2023 12:56:59 PM

At One Resource Group, we’re always looking to challenge the status quo to improve the way insurance products are sold and the client’s insurance ownership experience,” said Tony Wilson, Executive Vice President of One Resource Group. “We’ve been so thankful for our partnership with the folks at Proformex who are of the same mind. Together, we’ve come a long way in changing how we manage and monetize our life and annuity business, and we’re looking forward to continued success and innovation in the future!” 

Kelly Lytle, VP of Sales, Proformex added: “It has been a tremendous experience working with the amazing team at One Resource Group over the years. They aren’t afraid to think bigger and try new things to tackle long-standing industry challenges, and the results we’ve seen from those collaborative efforts have been so deeply rewarding and promising for the betterment of our industry. Much more excitement to come!” 

About One Resource Group 

One Resource group was created in 2002 with the idea that one company could provide a level of service unmatched in the industry. They wanted to put together a team of highly skilled and highly motivated people that would work tirelessly to make the brokerage experience better for agents and producers. As President, Todd Stewart wanted to create a business model that allowed clients to use ORG as a one stop shop for all their service requirements for life insurance, long term care, disability, critical illness and annuities.  

They offer a vast range of insurance services, including case design, case management, advanced markets and experienced underwriting. ORG strives to partner with clients to expand their business and continue to lead the industry in knowledge and innovation. Twenty remarkable years later they are extremely excited about the future of the company and the industry they work in. ORG looks forward to continuing to earn the respect of partners, peers, and agents. 

About Proformex  

Proformex is a data and technology platform purpose-built for financial professionals and institutions to manage life insurance and annuity assets. With deep data and technology expertise, Proformex connects customers to critical information about their life insurance and annuity businesses and helps them make better informed, data-driven decisions. With Proformex, financial professionals have the technology tools needed to proactively manage life insurance and annuities and enhance value for their clients.