Manage risk and grow revenue from one digital insurance platform
Gain actionable insights to help fuel growth for you and your advisors
Unlock new opportunities from your sales and distribution channels
Protect client best interests while growing your business
Our inaugural user conference was virtual this year! The action-packed agenda included presentations and discussions from industry thought leaders, executives, partners, customers, and members of the Proformex team. Presenters and panelists focused on the life insurance industry’s shift toward a digital-first landscape and shared best practices for continuing to adapt and evolve. You can watch the recording of each session below!
Each session was recorded live on October 21.
In this session, our CEO, Kristie Beck, talked about her emphasis on a growth mindset across our company. Hear her message on ways we can grow together as a community and come out stronger than ever on the other side of COVID-19.
Kris Beck,
CEO of Proformex
Bobby Samuelson offered the keynote session during our user conference and shared some fascinating never-before-seen, never-before-heard insights and data on policy performance and the importance of proactive policy management. Catch up on what you may have missed.
Bobby Samuelson,
President of Life Innovators
Our Founder, Mike Pepe, and his panelists discussed the collaborative efforts that go into what you know today as Proformex. Hear from first-hand early adopters how the platform has grown and helped them evolve their own businesses.
Mike Pepe,
Founder of Proformex
Tate Groome, CFP, CLU, AEP,
President of LifeTrust3D
Chad Neifer,
Founder of inForce Insights
Randy Hester,
Managing Member at Universal Insurance Group
We all get a little FOMO (fear of missing out) from time to time. 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. She also illustrated the importance of establishing strategic partnerships with organizations who can help you take data and make it actionable. Hear what she shared with attendees in the recording below.
Amanda Yoho,
CTO of Proformex
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. It’s not enough to just get by; learn how top performing BGAs and IMOs are staying ahead of the competition and what you need to do to catch up via the session recording below.
Steve Lance,
VP of Sales at Proformex
Cathy Neifeld,
Partner & General Counsel at AgencyONE
Dustin Johnson,
EVP of Marketing & Chief of Staff at One Resource Group
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Scott Weber,
VP of Technology and Practice Management at Lion Street
Change is scary. How can you overcome that fear and use it to propel yourself into the future? These panelists, led by our VP of Customer Experience, Kelly Lytle, shared how they’re seizing opportunity and growing as they go.
Kelly Lytle,
VP of Customer Experience at Proformex
Dave Peters, CLU, FLMI,
Director of Digital Distribution at Principal Financial Group
Sheri Rhoades,
VP of Business Transformation at Penn Mutual
With technology, no task is insurmountable. Our Director of Customer Success, Niko Kantouros, and his panelists illustrated how seemingly complex technologies, once fully embraced, actually made their lives easier.
Niko Kantouros,
Director of Customer Success at Proformex
Will Cassidy,
Managing Principal of Cassidy & Co
Michael Falkenstein,
Director at Keystone Benefits Group of Atlanta
Mark Gurko,
Team Leader of Corporate Accounts at Oswald Companies
2020 has been a wild ride, so what can we expect for 2021? Our panelists and moderator - Proformex CMO, David Morris - demonstrated why their leadership has been instrumental in helping us as an industry navigate challenges and instilled confidence in their ability to keep guiding us forward.
David Morris,
CMO of Proformex
Bill Pieroni,
CEO of ACORD
Marc Cadin,
CEO of Finseca
Dan LaBert,
CEO of NAILBA
Inforce 2020 is over but you can still hear all the different perspectives from across our industry. From best practices, to industry insights, to lessons learned and emerging tech solutions, Inforce 2020 On Demand is where you can hear from the life insurance community and participate in establishing a shared vision for the growth of our industry.
We'd love for you to see the Power of Proformex in action.
