How is COVID-19 impacting the world of life insurance? Our Founder Mike Pepe shares his insights in his latest white paper.
As the COVID-19 crisis rages on, it's important to keep open lines of communication going with your clients. What questions can you be asking them to help enhance their outcomes? Read our latest white paper for a handful of examples.
Proformex Director of Strategic Partnerships, Kelly Lytle, provides an overview of six different ways carriers can embrace insurtech to enhance their processes and procedures. Discover the impact leveraging technology and automation can have on your business.
Life insurance technology is no longer just a differentiator. See how and why inforce policy management enables you to provide your clients with the best possible outcomes.
When considering a life insurance distribution partner, you must consider more than just who gives you a higher commission payout. This paper outlines other important decision-making factors.
This executive white paper examines how best interest standards were first introduced to the life insurance industry, how they are currently being regulated and implemented, where they are headed.
Policy owners have grown accustomed to technology in virtually every aspect of their lives, so why should life insurance policy management be any different?
There are a variety of sources for new clients that life insurance agents can leverage to build their business, and one of those sources is through Centers of Influence (COIs).
Due to its complex and time-consuming nature, most agents are not focusing their energy on ongoing policy performance monitoring. But policy monitoring is crucial to meeting policyowner expectations.
As the insurance industry ages, it's important for independent insurance agents and brokers to consider their plans for their practices upon their retirement. See how Proformex can help.
Annual policy reviews are time-consuming and costly. Imagine how you could reallocate your time and resources and put them to better use if you had a way to automate the policy review process.
From assessing your needs to understanding the multitude of product types within the life insurance realm, there's a lot of information that policy owners need to know.
Life insurance isn't likely to be top-of-mind for clients in most cases, so an annual policy review is recommended to catch any changes. See how Proformex supports policy reviews in our latest white paper.
As technologies begin to surface within the marketplace, it's becoming increasingly important for agencies to identify and explore ways to implement these tools and resources for the benefit of their agents.
There is a tremendous amount of responsibility tied to fiduciaries when it comes to irrevocable life insurance trusts. Automation of the tasks associated with Proformex can help.
Trustees are legally considered fiduciaries and are thus held to strict fiduciary duties. Managing trusts can be complicated and time-consuming enough as it is, but Proformex can help. See how.
Fiduciary duty is both a duty of loyalty and a duty of care. Since it's one of the highest obligations imposed by law, the potential consequences of failing to uphold this standard of care can be severe.
Don’t wait until your annual reviews with your clients to find potential sales. Learn more about how Proformex can help you quickly identify these opportunities for easy sales.
Monitoring inforce life insurance policy performance relative to the original performance expectations can be difficult. But it doesn't have to be. See how Proformex can help.
Featuring Kevin McGann, VP, COO, Andres Bermudez, Client Services Associate, and Corey Knowles, Client Services Associate at MG&A Wealth
Featuring Mayra Nava, Insurance Support Specialist - Case Manager, Level Four Insurance Agency
Featuring Blake Buden, Client Executive at York International Agency, LLC
Learn about what inspired Kris to join Proformex, her aspirations for the company's future, and her exceptional leadership style that keeps our team aligned on our mission.
Hear Mike's lifelong passion and dedication to making sure families are protected and how that led him to work in life insurance and ultimately, create Proformex.
See firsthand why Amanda is uniquely qualified to solve really complex data challenges for Proformex and how she leads our technology team to continuously strive to be better.
David is both a networking wizard and a marketing guru. See how his expertise helps position Proformex as a leader in the marketplace.
Dave has worked actively within the insurance sector for more than three decades. Learn more about why he believes Proformex is on the cutting edge of our industry.
Through a combination of powerful storytelling and a tenacious drive to solve big problems, Kelly collaborates across teams to propel Proformex forward.
Chris Luse has over 20 years of experience in information security. Learn more about how he leads a strong security program at Proformex.
Carmen has been with Proformex since its earliest days. Learn more about how she uses her experience to help inform product enhancements.
Kevin brings a wealth of knowledge from his extensive experience in the life insurance industry to our team. Learn more about how he supports our ongoing success.
Niko is instrumental in conveying customer feedback to the rest of the team and driving more engagement with the platform. Learn more about the results he and his team achieve.
Learn more about Claudia and how she supports all our ongoing marketing efforts to get our message into the eyes and ears of our audience.
Learn more about Max and the various roles he has taken on in his time at Proformex. He brings strong work ethic and pride in his work to everything he does.
Mitch works with our technology team to help build out future product enhancements to meet customers' needs. Learn more about why he enjoys product management and where he thinks Proformex will grow in the future.
Featuring Brian Bieker, VP of Life Sales at Lakeview Financial Services
Featuring Joe Bosnack, President of Katz Nassau Agency, Inc.
Featuring Ryan Thompson, Founder of Policy Market
Featuring Dave Donchey, President of Leisure Werden and Terry
Featuring Tom Wiseman, President and Owner, Wiseman and Associates Wealth Management
Featuring Michael Falkenstein, Director, Keystone Benefits Group of Atlanta
Featuring Scott Cahill, Senior Vice President, Fulcrum Partners
Featuring Joslyn Druvenga, Senior Vice President, CBS Brokerage, LLC
Featuring Cindy Bojanksi, CFP, RICP, Senior Analyst/VP of Sales at Insurance Design Management
Featuring Justin Nabity, CFP, CLU, ChFC, CEO/Founder of Physicians Thrive
Featuring TJ Davis, President and Financial Advisor at Finley Davis Financial Group
In this session, our CEO, Kristie Beck, talked about her emphasis on a growth mindset for the life insurance community.
Bobby Samuelson shared some fascinating never-before-seen, never-before-heard insights and data on policy performance and the importance of proactive policy management.
Hear from first-hand early adopters how Proformex has grown and helped users evolve their own businesses in their discussion with our Founder Mike Pepe.
In her session, our Chief Technology Officer – Dr. Amanda Yoho – talked about some of the opportunities you could be missing out on if you don’t capitalize on data that’s available to you.
Proformex VP of Sales, Steve Lance, hosted a panel discussion that focused on tactics and best practices for taking your business as a BGA or IMO to the next level.
Our Director of Customer Success, Niko Kantouros, and his panelists illustrated how seemingly complex technologies, fully embraced, actually made their lives easier.
Our panelists and moderator - Proformex CMO, David Morris - demonstrated why their leadership has been instrumental in helping us as an industry navigate challenges, both past and current.
Featuring Brittany Massaro, Brokerage Manager at Coastal Insurance Consulting, LLC., and Max Posner, Customer Success Manager at Proformex
Featuring Ken Leibow, CEO & Founder of InsurTech Express, and Mike Pepe, Founder of Proformex
Featuring Izzy Brettler, Vice President of Arbor Group, and Max Posner, Customer Success Manager at Proformex
Featuring Dustin Johnson, EVP of Marketing and Chief of Staff at One Resource Group, and Mike Pepe, Founder of Proformex
Featuring Cathy Neifeld, Partner and General Counsel at AgencyONE, and Mike Pepe, Founder of Proformex
Featuring Ken Leibow, CEO & Founder of InsurTech Express, and Mike Pepe, Founder of Proformex
Featuring Gonzalo M. Garcia, CLU, Partner at AgencyONE, and Mike Pepe, Founder of Proformex
Featuring Dustin Johnson, EVP of Marketing and Chief of Staff at One Resource Group, and Mike Pepe, Founder of Proformex
Featuring Barry Flagg, Founder of Veralytic, and Mike Pepe, Founder of Proformex
Featuring Tony Steuer, Author & Financial Awareness Advocate, and Mike Pepe, Founder of Proformex
Featuring Chad Neifer, Founder of inForce Insights and Mike Pepe, Founder of Proformex
Featuring Scott Weber, VP of Practice Management and Technology, and Mike Pepe, Founder of Proformex
Featuring Marty Jensen of Trust Protector, LLC and Mike Pepe, Founder of Proformex
Featuring Tate Groome, President of LifeTrust3D, and Mike Pepe, Founder of Proformex
Featuring Jon B. Mendelsohn, CEO & Founder of Ashar Group, and Mike Pepe, Founder of Proformex.
Your life insurance book is a gold mine of opportunity. See how Proformex makes it easier than ever to spot those opportunities.
Your client relationships are your biggest asset. How does Proformex help you further strengthen and support those relationships?
How do you stay in front of at-risk policies in your life insurance book? Discover how Proformex can help.
You can tackle these two business objectives simultaneously without letting one suffer. Learn how Proformex helps in this short video.
Do you know which policies in your inforce book need your attention most? Don't let hidden risks or opportunities for revenue growth slip away unnoticed.
To stay relevant in a consolidating market, you MUST keep pace with industry trends. This video explains why enabling better data access for your advisors makes you a preferred distribution partner.
Are you confident in the way you currently manage your inforce book? This video demonstrates how detrimental it can be if you don't have formalized, proactive inforce management in place.
Data-driven insights empower life insurance professionals to deliver better outcomes to their clients. Learn more in this month's installment of Whiteboard Wednesdays with Dr. Luke Keltner, one of our team's Data Scientists.
Discover why access to accurate information with powerful data analytics applied to it can be critical for the life insurance community's success.
Why should the life insurance community consider implementing solutions that will make achieving audit-proof compliance a lot easier? Hear our Founder Mike Pepe's thoughts in the sixth installment of our Whiteboard Wednesday series.
Financial institutions are held to rigorous standards. In this video, see how an inforce tool like Proformex can provide them with scalable solutions that are compliant with industry regulations.
Hear more about how the 7702 tax code revisions that went into effect this year can positively impact advisors and their clients.
Proformex is building a data community for the life insurance industry. Learn more about how we're doing it and why it matters for you in the video here.
How are you capitalizing on the opportunity that lies dormant in your existing book of business? See why Proformex is the turnkey solution you need to unlock tremendous growth potential.
See why using an inforce management tool like Proformex is the best way to prospect for new clients.
See how Proformex streamlines the policy review report creation process from 4 hours to just 15 minutes.
Do you have the right tools, or any tools, to mine your book of business for opportunities? Learn more about why Proformex is the premier technology enabling advisors to uncover hidden revenue-generating opportunities in their books.
How does Proformex simplify your daily operations? In this video, you'll learn about the tremendous value our platform provides, and how easy it is to get started.
In part 2 of our Whiteboard Wednesdays with Kevin Kelley, we address a question we received regarding the COVID-19 crisis. Listen for Kevin's explanation in the video above!
Our Sr. Life Insurance Specialist Kevin Kelley shares his insights regarding COVID-19 and the industry in our newest vlog series, Whiteboard Wednesdays.
By combining a perfect mix of technology, partnerships, and data, Proformex is transforming life insurance distribution. Learn more in the video below.
Best interest regulations are sweeping across the country. How can financial institutions best prepare for and adapt to the changing rules? See how in the video above.
When you work with multiple carriers, it can quickly become difficult to get a clear line of sight across your entire inforce book. See how our carrier and distribution agnostic platform can help.
Proformex has turned ongoing inforce policy management into a revenue maker. See how some current Proformex customers are generating an annual 300%+ ROI on their purchase of our platform.
The life insurance industry is undergoing a digital transformation, thanks to technology like Proformex. Discover how our turnkey solution saves you time, money and resources on inforce policy management.
Regardless of how many different life insurance carriers you contract with, Proformex can help securely consolidate all of your data and provide you with more consistent client reporting.
The life insurance industry has proven to be one of the slowest industries to adopt and implement new technologies to improve the way we do business. Proformex is transforming our industry. See how.
This video outlines some of the major differences between each agent type and demonstrate some of the ways our platform can support those agents who are transitioning from being captive to independent.
With new best interest standards regulations, producers must be able to demonstrate that their client recommendations and sales transactions are suitable. What criteria are used to define "suitable"?
The Proformex Advantage Program is the New Standard for Life Insurance Management for banks, law firms, CPA firms, trust departments, family offices, and foundations.
Fiduciary obligation is one of the highest imposed by law. The possibility of breaching those duties is known as fiduciary risk. Discover how Proformex limits your exposure to that risk.
There are many ways to prospect for new business, and one of those tactics is by leveraging centers of influence (COIs). Watch our video below to learn how using Proformex can help you better prospect to COIs.
Thanks to the advancement of technology, consumers have increased expectations for the products and service providers they use. This is no different for life insurance clients.
Fiduciaries are obligated to always act in the best interest of their clients. The possibility of a fiduciary failing to do so is referred to as fiduciary risk. See how Proformex limits your exposure to fiduciary risk.
Best interest standards are coming, and it's important to ensure your processes are compliant now before it's too late. Watch this video to learn more about how Proformex can help.
Whether you're a professional or non-professional trustee, you are held to strict fiduciary standards. Proformex can help you avoid unintended breach of those fiduciary duties.
Annual policy reviews are essential to ensuring that policyowners' expectations are met. But they're time consuming and costly. Watch this video to see how Proformex helps formalize and automate the process.
A life settlement is the sale of an unwanted policy to a third party for an amount that is higher than the policy's cash surrender value and lower than the death benefit. Watch this video to learn more.
Since most non-professional trustees don't have insurance industry experience, many of them may be unaware of all the responsibilities entrusted to them as well as the potential for liability exposure.
Premium financing is a good option if you’re looking for alternatives to pay for those costly premiums. Watch this video to learn more about how premium financing could work for you.
With changes in state insurance regulations and increased product performance concerns, inforce policy management is becoming a major issue for the life insurance industry.