It's time for another episode of our beloved #PuttingWithPepe series!
In the 15th episode, we introduce you to one of our board members and investors, Dave Zelman. Dave is a born and bred Clevelander and one of our early-stage investors. With his background in retail brokerage, he brings unique expertise and offers great advice to help us continue scaling. We appreciate your confidence in our people and our platform, Dave!
Learn more about Dave in the interview below.
September is life insurance awareness month – how are you honoring it this year?
Ensight’s API platform advances transparency and oversight for insurance agents and financial advisors
It feels like our last episode of #PuttingWithPepe just happened, but we're back already with the next one. If that doesn't sum up what the passage of time feels like in 2020, we don't know what does.
In any case, we're happy for you all to meet Joyce Khouri, our incredible bookkeeper and office manager! She is one of the most fun (and funny) people to talk to, and we don't know what we would do without her.
Get to know Joyce in the video below! You may also notice we've changed the look and feel of our #PuttingWIthPepe videos - we'd love your feedback on these enhancements.
In the webcast video below, our Customer Success Manager, Max Posner, interviews our customer, Brittany Massaro, Brokerage Manager at Coastal Insurance Consulting. They discuss her background in the life insurance industry, emerging trends, and how she and her team have leveraged Proformex for a better, more consistent policy review experience. Check it out below!
Here we go again! Episode 13 of #PuttingWIthPepe is here!
In this episode, you'll meet our Director of Talent Acquisition, Royce Vanderbilt. He has been instrumental in helping us develop our company's culture, and we appreciate all the work he does to help us build out our teams.
And if you know Royce, you know he has a pretty cool scuba diving story. If you don't know Royce, you should definitely ask him about it.
InsurTech startup compiled its own resources and other reliable industry source material to help educate customers and peers about what SEC Reg BI entails
Experienced SaaS startup sales strategist brings his expertise to the nation’s fastest growing life insurance technology software company
Episode 12 of #PuttingWithPepe is here! In this episode, you'll meet Kyle Holdsworth, another one of our Account Executives. Kyle was on track to run the Cleveland Marathon this year, but COVID-19 had other plans. So Kyle and some other runner friends teamed up to create a virtual half marathon, Dash for Donations, where all proceeds raised went directly to the Cleveland Clinic cancer research fund. In total, $10,000 was raised in less than a month's time - way to go, Kyle!
Though the virtual race is over, the website remains open for more donations: give.ccf.org/dashfordonations.
