"Proformex has been instrumental in helping us help our advisors stay ahead of at-risk policies and create better insurance outcomes for their clients. With all our client and policy information centralized in one place, we can really leverage the intelligent insights Proformex brings to our attention to find opportunities to upsell, cross-sell, or even replace a policy based on the client’s unique needs and circumstances. We’ve been incredibly happy with our Proformex partnership so far and appreciate how the platform continues to evolve to make our jobs even easier.” - Brian Bieker, VP of Life Sales, Lakeview Financial Services
Kelly Lytle, VP of Sales, Proformex added: “The team at Lakeview goes above and beyond to empower their advisors with what they need to be successful. It’s a privilege for our team to be a part of their broader service offering to advisors. They are ahead of the curve when it comes to offering best-in-class technology and solutions, and it’s an honor to be among those providers.”
About Lakeview Financial Services
Lakeview Financial Services, LLC is a Brokerage General Agency founded in 2006, in Boise, Idaho. Their mission is to ensure producers' success. To be successful you need a team of experts who know the industry, access to the most competitive carriers, efficient processing systems and an experienced case management team dedicated to your success.
They have over 100 years of combined experience in the BGA marketplace. That experience ensures you get top-tier service. They are licensed to conduct business at the Corporate and Individual level in all 50 states and are part of the largest marketing organization in the country. They represent over 100 statutory companies, and combined they are the largest distributors of Life Insurance, Disability Income, Long Term Care Insurance and Fixed Annuities in America.
About Proformex
Proformex is a data and technology platform purpose-built for financial professionals and institutions to manage life insurance and annuity assets. With deep data and technology expertise, Proformex connects customers to critical information about their life insurance and annuity businesses and helps them make better informed, data-driven decisions. With Proformex, financial professionals have the technology tools needed to proactively manage life insurance and annuities and enhance value for their clients.
