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Whiteboard Wednesdays with John Borsi - Part IV

By Admin on Jan 19, 2021 10:06:04 AM

In the fourth installment of our Whiteboard Wednesdays series, our Sr. Data Engineer, John Borsi, talks about the concept of community as it relates to data. For Proformex, a data community has three elements - security, interoperability, and a common purpose. Hear John's explanation in the video below to learn more about how we're continuing to build this data community for life insurance.

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Prospecting for New Clients

By Admin on Jan 19, 2021 9:35:42 AM

 

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15 Minute Policy Reviews

By Admin on Dec 17, 2020 8:25:53 AM

 

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Whiteboard Wednesdays with Kevin Kelley - Part III

By Admin on Dec 14, 2020 3:27:38 PM

In the third installment of our Whiteboard Wednesdays series, our resident life insurance expert Kevin Kelley talks about the inherent advantages and disadvantages associated with the different policy types. He illustrates the critical need for ongoing, proactive policy performance monitoring and offers insight on an easier way to achieve it. Check it out below!

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Webcast - Justin Nabity

By Admin on Dec 7, 2020 2:35:26 PM

In the webcast video below, our Director of Customer Success, Niko Kantouors, chats with our customer, Justin Nabity, Founder/CEO of Physicians Thrive, about his background in the life insurance industry and why his company chose to leverage Proformex for better inforce policy management. Give it a listen!

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Webcast - Cindy Bojanski

By Admin on Dec 7, 2020 11:46:54 AM

In the webcast video below, our Customer Success Manager, Max Posner, chats with our customer, Cindy Bojanski, Senior Analyst/VP of Sales at Insurance Design Management, about her background in the life insurance industry and why Proformex is her organization's inforce management tool of choice. Check it out!

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Mine Your Book

By Admin on Dec 7, 2020 10:25:20 AM

 

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4 Simple Steps to Achieve Seven-Figure Sales with Inforce Policy Management

By Admin on Nov 17, 2020 11:04:40 AM

 

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Webcast - TJ Davis

By Admin on Oct 27, 2020 4:34:39 PM

In the webcast video below, our Customer Success Manager, Alyse Krevh, chats with our customer, TJ Davis, President and Financial Advisor at Finley Davis Financial Group, about his background in the life insurance industry, some of the emerging trends in our industry, and why he and his team chose to use Proformex as their proactive inforce policy management tool Check it out!

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2 min read

Virtual Event Designed to Guide Life Insurance Community Through Changing Times

By Admin on Oct 1, 2020 9:22:26 AM

Leading Life Insurance Software Provider, Proformex, Hosting
Inforce 2020 event featuring expert insights on growing revenue and profits

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