Simplicity Keystone (fka Keystone Benefits Group of Atlanta) is an executive benefits consulting group offering tailored solutions to some of the nation’s largest financial, accounting, actuarial, and employee benefit consulting firms. Their team was looking for a better way to manage the life insurance policies within their clients' portfolios and found Proformex to be just the solution they needed to make servicing those policies a more efficient and profitable endeavor.

Hear what Michael Falkenstein, Partner, has to say about his experience using Proformex in the video below!

Never heard of Proformex?

Neither had I until I was looking for the top start-ups in Cleveland. Turns out Proformex is one of them -> https://fintech.energy/clevelands-10-fastest-growing-fintech-startups/

Tom Wiseman & Reid Turnure of Wiseman & Associates Wealth Management share how they use Proformex's post-sale policy management and engagement tool to stay ahead of risks and opportunities among the life insurance policies in their portfolio. By staying proactive with cases that need attention, they're able to ensure life insurance doesn't become a forgotten asset and gets the attention it needs to keep the broader client relationships strong, which in turn keeps their wealth management firm's reputation strong. Give their testimonial a listen below!

Hello, I'm Mike Pepe, the founder of Proformex. Throughout my career, I've come to understand the importance of safeguarding families and legacies with life insurance. Realizing the limitations of a manual inforce life insurance monitoring process, I knew there needed to be a digital solution to reach and protect more policyowners’ investments in insurance.

MG&A Wealth is a wealth management firm who uses Proformex to manage the life and annuity assets within their business. Through Proformex, they're able to get multi-carrier visibility on all their clients' policies and contracts from a single login. Our platform makes it easier than ever for them to actively manage these assets and stay ahead of any potential risks or opportunities to cross-sell, upsell, or resell to existing clients. 

Hear more about their experience with the platform and an example of a win generated by Proformex in the video below!

Something I hear every day across the industry is, “Life insurance accounts for about only 10% of my business...”

In 2021, York International Agency, LLC, a primarily P&C shop, adopted Proformex with the intention of growing their life and annuities business. Since adoption, they have been able to more effectively manage their life and annuities business by having Proformex to streamline administrative tasks and consolidate client data into a single, secure location. 

Read more to learn how York’s team gained valuable time to create meaningful interactions with their clients, build those relationships and, in turn, grow their business with Proformex. 

Larkins & Larkins, LLC. - a specialty life insurance brokerage - uses Proformex for proactive policy monitoring on all their placed business. 

In the case study below, we explore in depth how Bob and Anne Larkins used Proformex to enhance their relationship with an existing high net worth client and gain entrée into the next generation of the insured's family. Check it out!

“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 partnership with the folks at Proformex who are of the same mind. Together, we’ve come a long way in changing how we manage and monetize our life and annuity business, and we’re looking forward to continued success and innovation in the future!”