AI enablement that makes it easier to manage post-issue life insurance and annuities inside financial portfolios FOR IMMEDIATE RELEASE CLEVELAND, Ohio - July 28, 2026 Proformex, the leading provider of information and technology solutions for post-sale life insurance...
Integration Partner Highlight: Orion Advisor Solutions
Financial advisors need reliable, consistent access to every asset they manage, but historically, incorporating annuities and life insurance into traditional financial reporting has been a challenge. Too often, these assets are left "held-away", unmonitored, and...
Five Years of Security Excellence: Proformex’s SOC 2 Type II Milestone
As we continue in a new year, Proformex is proud to share we have maintained, without exception, our SOC 2 Type II Certification for five consecutive years. The SOC 2 Type II certification validates that our security controls operate effectively over time, based on an...
Proformex Names Dr. Amanda Yoho as President
CLEVELAND, Ohio – December 17, 2024 – Proformex, the leading provider of annuity and life insurance policy monitoring solutions, today announced the promotion of Dr. Amanda Yoho to President. In this role, Dr. Yoho will oversee day-to-day operations while driving...
Proformex Launches PolicyGuard for Policy Event-Driven Marketing At Scale
CLEVELAND, Ohio – November 1, 2023 – Proformex, the only end-to-end digital solution connecting financial professionals to critical, actionable data in their life and annuity businesses, announced today its newest innovation: PolicyGuard. PolicyGuard, a new client...
Why Proformex Is One of the Fastest Growing FinTech Startups in Cleveland
CLEVELAND, Ohio – August 8, 2023 – Proformex, the only end-to-end digital solution connecting financial professionals to critical, actionable data in their life and annuity businesses, announced today it earned a spot as one of the top ten fastest growing start-ups in...
One Resource Group Uses Proformex to Ensure Client Service Opportunities Aren’t Going By Unnoticed
“At One Resource Group, we’re always looking to challenge the status quo to improve the way insurance products are sold and the client’s insurance ownership experience,” said Tony Wilson, Executive Vice President of One Resource Group. “We’ve been so thankful for our...
Lion Street Leverages Proformex to Get Comprehensive Visibility of Their Life Insurance Business and to Enable Carrier Data Feeds for Their Advisors
“Lion Street is a company built by financial professionals, for financial professionals,” said Scott Weber, Sr. Vice President, Technology & Practice Management. “Providing access to all the tools and resources our firms need to manage their business is in our...
Leisure Werden and Terry Uses Proformex to Deliver Great Service and Create Better Insurance Outcomes
"At Leisure Werden and Terry, we believe policyowners are entitled to great service, but that doesn’t necessarily mean great service is easy to deliver. Until we found Proformex, it was time-consuming and challenging to get a sense of what cases and clients needed our...
Lakeview Financial Services Uses Proformex to Manage and Monetize Their Life Insurance Business
"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...