Working with financial professionals across life insurance and annuities, we understand the need to deliver reliable information that’s ready for their business to act on now. Our key releases this month focus on this theme: Arming you and your teams with business...
Inside ILIT Administration: A Conversation with Bob Morrison
Interview In a recent conversation with Bob Morrison of Midwest Trust, Claudia Wimer and Proformex Founder, Mike Pepe, explored shifts in the ILIT market and the capabilities required to support ILITs administration at scale. We’re grateful to Bob for sharing his...
A New Way to Manage Your Policies
Proformex is the only solution built for agents and advisors to look after their client’s policies once sold. Giving them the tools and technology to efficiently do so at scale. Here’s What You Could See: One Location Proformex provides a single spot for all policies...
An Introduction to PolicyGuard
What You'll Learn This webinar recording showcases PolicyGuard, our most innovative product yet. We'll take you behind the scenes to help you understand: Where marketing automation can fit into your life insurance business What a real-world implementation really looks...
Identifying New Sales Opportunities with Proformex
Video Transcript As an advisor, you know that identifying new sales opportunities is essential for growing your business. But with so much client and policy information to manage, it can be challenging to know where to start. That's where Proformex comes in. Our...
Proformex Launches Product Updates to Increase Actionability on Critical Information
CLEVELAND, Ohio – February 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 new platform features delivering powerful insights quicker than...