Proformex @Proformex

The most personalized view of your life insurance business at scale! proformex.com Cleveland, OH Joined June 2018

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Proformex @Proformex

2 years ago

Helping families achieve & maintain financial security is what we're all about! If you've sold life insurance policies to your clients, our platform is the best way to ensure that coverage continues to meet their needs over time. Learn more: 💥 proformex.com 💥 #LIAM23

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Proformex @Proformex

2 years ago

Today marks the beginning of the 20th anniversary of #LifeInsuranceAwarenessMonth, brought to you by the wonderful folks at @lifehappens. How do you plan to continue building awareness and educating owners and non-owners alike about the importance of life insurance coverage? 🤔

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Proformex @Proformex

2 years ago

Learn more about how Paul Shaheen, Sales Consultant - Vice President of The Horton Group, leverages Proformex for his clients. 💥 proformex.com/news-insights/… 💥 #lifeinsurance #insurtech #customertestimonial #clientoutreach

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Proformex @Proformex

2 years ago

Scott Cahill, Senior Vice President of Fulcrum Partners, provides his insights for how he plans to use Proformex for more efficient and effective succession planning for his business when the time comes. Check it out! 💥 proformex.com/news-insights/… 💥 #insurtech #successionplanning

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Proformex @Proformex

2 years ago

Did you know you could make post-sale policy and client management a more effective and profitable activity? Hear first-hand testimonial from a Proformex user in the video below! 💥 proformex.com/news-insights/… 💥 #lifeinsurance #insurtech #customertestimonial

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Proformex @Proformex

2 years ago

The team at Wiseman & Associates Wealth Management understands why it's important to pay attention to clients' life insurance policies and uses our platform to proactively identify potential policy risks and client service opportunities. 💥 proformex.com/news-insights/… 💥

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Proformex @Proformex

2 years ago

Proformex provides multi-carrier visibility on your book from a single login. See how the team at MG&A Wealth leverages that visibility to foster stronger client relationships and better business outcomes. 💥 proformex.com/news-insights/… 💥

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Proformex @Proformex

2 years ago

Looking for a more manageable way to analyze your life insurance business? We've got a few tips to offer. Join us tomorrow afternoon at 3 PM EST! Register here: 💥 proformex.com/resources/anal… 💥 #lifeinsurance #insurtech #livewebinar

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Proformex @Proformex

2 years ago

Managing your clients' policies doesn't have to be such a chore. Using these three tips, you can take the drudgery out of client servicing. Download our latest white paper to find out what those tips are! 💥 proformex.com/resources/3-ti… 💥 #lifeinsurance #insurtech

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Proformex @Proformex

2 years ago

One week from today! 💥 Join us for a conversation about how you can easily glean insights from your life insurance business that facilitate mutually beneficial outcomes for you and your clients. Register here: proformex.com/resources/anal… #lifeinsurance #insurtech #livewebinar

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Proformex @Proformex

2 years ago

Do you find yourself struggling to evaluate how your life insurance business is doing due to the overwhelming amount of information held within it? Join us today at 3 PM EST for some key tips and insights that will help you overcome this challenge! 💥 proformex.com/resources/anal… 💥

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Proformex @Proformex

2 years ago

It's not too late to join us! Before we head into the holiday weekend, let's get together and talk about ways to make managing your life insurance business more manageable. Registration is open now: 💥 proformex.com/resources/anal… 💥 #lifeinsurance #insurtech #livewebinar

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Proformex @Proformex

2 years ago

Join us next Thursday, May 25th at 3:00 pm EST for an open discussion about ways to measure the success of your life insurance business without getting completely overwhelmed by the sheer volume of data in your book. Registration is open now: 💥 proformex.com/resources/anal… 💥