Regardless of how many different life insurance carriers you contract with, Proformex can help securely consolidate all of your data and provide you with robust analytics, automated alerts and an overall better, more consistent client reporting experience. See how for yourself in the video below!
Recent Posts
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Webcast - inForce Insights, Chad Neifer
Founder of Proformex Mike Pepe sits down with Chad Neifer, Founder of inForce Insights to talk about ongoing inforce policy management and how to leverage technology to make it easier and more consistent. Listen to their conversation below!
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Kentucky Embraces Innovation in the Insurance Industry
KY Gov. Matt Bevin signs House bill 386
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Webcast - Trust Protector LLC, Marty Jensen
Marty Jensen of Trust Protector, LLC connects with Mike Pepe, Founder of Proformex to talk about fiduciary duty, best interest standards, and the future of the life insurance industry relative to these regulations. Listen to their conversation below!
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White Paper: How Technology is Changing the Policy Owner Experience
Are you leveraging technology to exceed policy owner expectations?
3 min read
Proformex CMO David Morris Featured in Target Marketing Magazine
3 Customer Experience Tips for Marketers to Reduce Churn
By: Jeanette McMurtry
Here’s the backdrop for our customer experience story. It takes most organizations months to onboard new employees to get them to full productivity. In fact, according to the Society for Human Resources Management, an effective onboarding program can take 12 months. (Opens as a PDF)
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Kris Beck Honored as Notable Woman in Entrepreneurship
Proformex CEO earns recognition for Crain's Cleveland Business 2019 Notable Women in Entrepreneurship award
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White Paper: Successful Prospecting - COIs
How are you generating new clients?
