In the webcast video below, our Customer Success Manager, Max Posner, chats with Blake Buden, Client Executive at York International Agency, LLC. They talk about why York International decided to start using Proformex to monitor and manage their life portfolio and some of the biggest benefits to leveraging technology - like simplifying your day-to-day operations and giving you the flexibility to scale your business. Listen below!

Thank you for your interest in Proformex! The video below gives you a quick glimpse into what our platform looks like and some of the benefits you can expect when using our technology. Check it out - a team member will be in touch to schedule a meeting with you shortly. 

In our newest video series, #PeopleOfProformex, we sit down with members of our ever-growing team and ask questions to help viewers like you get a sense of that individual's background and aspirations for our organization. Our sixth episode features Kelly Lytle, our Vice President of Sales.

A captivating story-teller and never one to back down from a challenge, Kelly has worked across multiple departments within our organization to help us develop battle-tested approaches to industry partnership management, ongoing customer success and product development, and a repeatable sales cycle that drives growth. See Kelly's passion and motivation for executing our company mission in the interview below!  

In our newest video series, #PeopleOfProformex, we sit down with members of our ever-growing team and ask questions to help viewers like you get a sense of that individual's background and aspirations for our organization. Our fifth episode features Dave Lowman, our Chief Financial Officer.

Dave is a long-time venture capitalist and has been actively working in the insurance space for more than three decades. By combining his extensive experience and expertise, he keeps our team on the best path to move us forward so that we can meet our goal of widespread industry adoption. Learn more about Dave in the video below!

In our newest video series, #PeopleOfProformex, we sit down with members of our ever-growing team and ask questions to help viewers like you get a sense of that individual's background and aspirations for our organization. Our fourth episode features David Morris, our Chief Marketing Officer.

David enjoys taking on new challenges and is an expert in networking. Through a combination of his willingness to get creative and his careful precision with measuring the results, he takes a one-of-a-kind approach to marketing that drives brand awareness, authenticity, and growth. Hear more about David's experience and goals for Proformex in the video below!

In our newest video series, #PeopleOfProformex, we sit down with members of our ever-growing team and ask questions to help viewers like you get a sense of that individual's background and aspirations for our organization. Our third episode features Dr. Amanda Yoho, our Chief Technology Officer.

Amanda brings vast knowledge and mastery of data to our organization. With her at the helm, our technology team is well-equipped to tackle the various nuanced, complex data challenges we face in the constant evolution of our platform. Watch her interview below to learn more about how she approaches these obstacles now to get us to where we're going next!

In our newest video series, #PeopleOfProformex, we sit down with members of our ever-growing team and ask questions to help viewers like you get a sense of that individual's background and aspirations for our organization. Our second episode features Kris Beck, our Chief Executive Officer.

Kris is an exceptional leader and a visionary whose unique ability to unite cross-functional departments and teams behind a common goal helps to propel our company forward. She has extensive experience in growing SaaS technology companies and a tenacious commitment to solving complex challenges to make people's lives better. Listen to our interview with her below to learn more about how she keeps us all on track to achieving our mission!

In our newest video series, #PeopleOfProformex, we sit down with members of our ever-growing team and ask questions to help viewers like you get a sense of that individual's background and aspirations for our organization. Our first episode features the man who started it all - our Founder and Chief Strategy Officer, Mike Pepe.

Mike is deeply passionate about life insurance being a vehicle for families to secure their financial futures. After spending two and a half decades selling life insurance, he set out to build what is known today as Proformex in hopes that the platform would better enable people who sell life insurance to protect their clients' investments so that death benefits promised become death benefits paid. Hear more about Mike's story in the video below!

CLEVELAND, Ohio – September 7, 2021 – Proformex and BKA Financial have entered into a strategic partnership aimed at improving the life insurance ownership experience for clients. Their objective is to further redefine the industry standard for post-sale policy servicing by providing easier access to relevant data to empower better decisions and analysis to ensure clients receive the outcomes they expect. Given the strength of both companies’ networks, the entire industry stands to benefit from their collaboration.

In the eleventh installment of our Whiteboard Wednesdays series, our Founder & Chief Strategy Officer, Mike Pepe, talks about the challenges many life insurance advisors face when it comes to finding a balance between taking care of your existing clients and attracting new ones. For Mike, technology helped tremendously with client service and the growth of his practice. Listen below!