Experienced SaaS startup sales strategist brings his expertise to the nation’s fastest growing life insurance technology software company
CLEVELAND, Ohio – June 16, 2020 – 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 inforce life insurance and annuities, today announced that Stephen Lance will be joining the team as its Vice President of Sales.
Lance has more than 25 years of Silicon Valley startup experience in various leadership positions with companies such as ParcPlace, ValiCert, and Intralinks. Additionally, he served in a sales leadership role working for Steve Jobs when NeXT was sold to Apple. At each company, he focused on creating highly profitable software IPOs while maintaining a customer-centric mentality.
“I am delighted to be joining the highly-motivated team here at Proformex and join their efforts in fundamentally improving the way agents and advisory customers service their clients and run their business,” Lance said. “The company’s growth so far has been remarkable, and I am eager and prepared to help take it to the next level.”
In his new role with Proformex, Lance will focus on further developing a customer-first, forecast-reliable, and growth-oriented sales organization. Like he did in previous positions, he will promote a positive culture of attainment and develop top performers to achieve our ambition to fundamentally improve inforce management for the industry.
Proformex CEO Kris Beck said: “We are incredibly proud to have Steve join team Proformex. With his demonstrated history in scaling software sales teams from startup to multimillion-dollar exits and IPOs, we think he is a perfect fit. I welcome his leadership and look forward to seeing the impact he will make on our company.”
Proformex provides life insurance inforce policy management solutions to independent agents, financial advisors and trustees. Our carrier and distribution agnostic platform enables customers to securely store, manage and analyze their entire inforce book of business in one place. Designed to expedite the policy review process and proactively alert customers of potential problems with their client’s life insurance policies, Proformex protects policies against lapsing, degradation and asset erosion.