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 implementing leading technology like Proformex can help you better prospect to COIs. 

Earlier this month, our team had the opportunity to attend NAILBA38 in Dallas.

Earlier this month, our team had the opportunity to attend the 56th Annual NAEPC Advanced Estate Planning Strategies Conference in Las Vegas.

You already know what time it is...it's time for more #PuttingWithPepe! In Episode 5, Mike interviews Niko Kantouros, the Head of Customer Success here at Proformex. Niko is a Clevelander through and through, and a great leader for our team. Learn more about him in the interview below: 

As new 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. 

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. But Proformex is changing that and bringing a hybrid human-technology model to the marketplace, transforming the way life insurance distribution is done. Learn more in the short video below!

Yesterday, the women on our team had the opportunity to attend the 2nd annual WITcon at the Great Lakes Science Center. This event is hosted by getWITit, an Ohio-based not-for-profit organization passionate and dedicated to creating change for women in tech. 

Your monthly dose of #PuttingWithPepe is here! In Episode 4, we learn more about Patrick Sullivan, our Director of Product Management. He believes in doing work that's meaningful and delivering as much value as we can to our customers. Check his interview out below: 

A life settlement is the sale of a life insurance policy that the policyowner no longer wants or needs to a third party for an amount that is higher than the policy’s cash surrender value and lower than the death benefit.¹ Although the life settlement industry itself is relatively new, the concept was originally introduced in court 108 years ago and has evolved over the past century into what we know it as today.

When it comes to being either a captive agent or an independent agent, both offer different benefits and come with different challenges. In our video below, we outline 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. Check it out!