Proformex Media Kit
Company Description
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.
Learn more about Proformex at www.proformex.com.
Social Media Links
Color Palette
Please use the following colors when referencing the Proformex brand.
Logo
For approved logo & glyph image files, please email Claudia Wimer at clab@proformex.com.
The Proformex logo is a universal signature we use across all our communications. We want it to be instantly recognizable, so consistency is important—please don’t edit, change, distort, recolor, or reconfigure it.
Glyph and Wordmark
Our logo includes both the glyph and wordmark. Please be sure each element is spaced correctly.
Placement
If you’re creating a composition, please put the Proformex logo or glyph in one of the four corner areas, or center it on the page.
Product glyphs
We have three versions of the glyph.
Product wordmarks
Products are the only sub-brand logos within our system. Programs and initiatives don’t have custom logos.
Depending on the context, you can use an additional color from our brand palette for the glyph and the product name. Please don’t put the glyph in one color, and the name in the other. They should always be the same.
Incorrect Use
Please avoid the following:
Do not rotate glyph
Do not deconstruct glyph
Do not stretch glyph
Do not fill in glyph
Do not change colors
Do not apply gradient
Do not center lockup
Do not outline glyph or wordmark
Do not color logotype
Executive Team Headshots & Bio’s
Amanda Yoho, President
Dr. Amanda Yoho is the Chief Technology Officer at Proformex, an in force policy management solution. Since joining in January 2020, she has focused on building out proprietary analytics around life insurance policy lapse risk, architecting a scalable data platform focused on in-force policy management, and growing a cohesive team of curious, results-oriented data scientists.
Prior to joining Proformex, Amanda was the Director of Research Informatics with IBM Watson Health, where she supported the business in curating, enhancing, and gaining insights from the largest clinical dataset available for commercial research. She earned her Ph.D. in theoretical physics from Case Western Reserve University (CWRU), where her research centered on detecting anomalies in cosmological data through simulation of the earliest moments of the Universe. She retains a connection to the university through her service as a CWRU Institute for the Science of Origins fellow.
Mike Pepe, Founder
Mike Pepe capitalized on his nearly 20 years of life insurance policy expertise by launching Proformex, an inforce policy management platform that helps fiduciaries, financial planners, insurance brokerages and agents monitor, manage and govern their life insurance policies. Its SaaS (Software as a Service) solutions are designed to proactively alert customers of potential problems with their life insurance policies and protect against degradation and asset erosion.
Prior to founding Proformex, Mike started in the life insurance business with Mass Mutual and quickly became a leading agent. Soon after, he co-founded River Financial Group, a full service financial advisory firm. His focus was on building a highly successful financial planning practice which took into account the various parts of a holistic financial plan. As he focused on estate planning, he started The TOLI Group, a life insurance firm which was designed to fill the gap in the market for insurance consulting and the need for ongoing policy monitoring and management support, especially as it relates to trust owned life insurance.
As he focused on helping others mitigate the many facets of life insurance, he turned to technology and developed a software system to make policy management and monitoring more systematic and useful, and Proformex was born.
In his spare time, Michael enjoys golfing and spending time with his family. Mike lives in Avon Lake, Ohio with his wife, Carmen, and two sons.
David Morris, Chief Marketing Officer
David joined Proformex as Chief Marketing Officer in May 2018.
Previously, David was a member of the executive team and CMO of MacroPoint, LLC. MacroPoint is a SaaS-based global technology freight visibility platform for shippers, brokers and 3PLs to get real-time visibility on the freight they have given to third party carriers. MacroPoint’s patented, automated load monitoring and tracking software provides load location visibility, predictive analytics, and an automated communication platform. It sold to Descartes in August 2017.
David was Founder and President of the Communications Group from 2003to Dec 2011. The Communications Group was a digital fulfillment platform generating non-traditional revenue for media (TV, Radio, and Newspaper verticals) partners across North America. By creating a unique digital online marketplace (gift certificates, auctions, and coupons) for each media outlet, each partner was able to add new, non-traditional revenue streams, significantly increasing their bottom lines.
Prior to founding the Communications Group, he founded Media Pro, Inc in 1995. Media Pro, Inc is a media buying and marketing consulting agency. Originally focused on TV and radio strategy and buying in the Business to Consumer vertical, the company expanded into Business to Business strategy and branding consulting as well as sports sponsorships with every major professional sports league and NASCAR. Media Pro’s expertise is in identifying strategic partners, developing partnership strategies, executing and delivering measurable results.
David has been engaged in several SaaS startups as an advisor and investor. He also sits on the boards of multiple companies.
Dave Lowman, Chief Finance Officer
Entrepreneur and Executive leader with more than 25 years experience building successful, high-growth businesses; including three start-ups and two turn a rounds leading to four liquidity events. Led the development of SageQuest, Inc. from start-up to sale and in the process earned numerous accolades including Best Software Product, Best Company to Work For and winner of the Weatherhead 100 based on generating 1,500% top line growth.
Specialties: Strong financial leader with extensive experience in capital markets and operating in high growth environments across diverse industries. Also serve on several Boards as well as the Executive Committee of the North Coast Venture Fund.
Use of Our Brand Materials
In general
Please don’t use our name, logos, or screenshots (“brand materials”) in ways that may be confusing, misleading, or suggest our sponsorship, endorsement, or affiliation. For example, your name and logo should be more prominent than the Proformex name or logo. And please don’t edit or change the Proformex logo — we like it how it is!
Advertising, promotional, and sales materials
Please check in with us before using our logo on websites, products, packaging, manuals, or for other commercial or product use. It’s ok to say in text “works with Proformex” or “compatible with Proformex” (as long as it’s true!)
Education and instruction (books, guides, publications, and conferences)
You can use our brand materials for educational and instructional purposes, but please remember that it shouldn’t be confusing or misleading, or suggest our sponsorship. We generally don’t allow use of our logos or screenshots on book covers, for example.
Also remember to include this statement (or something like it) in your printed materials: “(Title) is not affiliated with or otherwise sponsored by Proformex, LLC”
Products, websites, names and logos
Please don’t use our name as a part of your company or service name, website name, trade name, or product name. Don’t use our logo or incorporate our logo into yours. Don’t use a domain name containing “Proformex” or any confusingly similar words.
Functional Uses (UIs / buttons)
Developers of our API can use brand materials in accordance with our Developer Branding Guidelines.
Linking to Proformex
If you use Proformex and want to use our logo to link to our site, you can use our logo if it meets the rest of these guidelines. For example, “we use Proformex! [linked logo or link near logo]” or “here’s a photo set (hosted on Proformex!).”
Merchandise
While we make lots of t-shirts with our logo on them, we don’t generally allow third parties to make, sell, or give away anything with our name or logo on it.
Questions?
Media Contact:
Claudia Wimer
Senior Marketing Manager
clab@proformex.com
Terms of Use
By using Proformex brand materials, you agree to the Proformex Terms of Service, these Proformex branding guidelines, and all Proformex rules and policies, as may be updated from time to time. You also acknowledge that Proformex is the sole owner of Proformex trademarks, promise not to interfere with Proformex’s rights in them, and acknowledge that goodwill derived from their use accrues only to Proformex. Proformex may review use of the branding materials at any time and reserves the right to terminate or modify any use.