Cleveland, Ohio, June 29, 2021 - Proformex has been awarded a Top Workplaces 2021 honor by Plain Dealer Top Workplaces Top Workplaces. The list is based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner Energage LLC. The anonymous survey uniquely measures 15 culture drivers that are critical to the success of any organization: including alignment, execution, and connection, just to name a few.

In the webcast video below, our Customer Success Manager, Max Posner, chats with Dave Donchey, President of Leisure Werden and Terry. Among other topics, these two discuss the kinds of success LWT has found since utilizing Proformex as their inforce tool - like being able to surface opportunities that drive meaningful interaction with their advisors that in turn lead to meaningful interactions from advisor to policyowner. In fewer words, Proformex enables a win-win situation for everyone. Listen to their conversation below!

In the eighth installment of our Whiteboard Wednesdays series, one of our account executives, Jason Spangler, addresses the urgency for industry practitioners to start engaging in proactive inforce management. Listen below!

In the seventh installment of our Whiteboard Wednesdays series, one of our Data Scientists, Dr. Luke Keltner, talks about how the life insurance industry can accelerate its growth by leveraging powerful data and advanced analytics. Listen below!

In the webcast video below, our DIrector of Customer Success, Niko Kantouros, chats with Tom Wiseman and Reid Turnure of Wiseman & Associates Wealth Management. Their discussion illustrates the value Proformex provides to their team, the importance of proactive and effective inforce management, and the ongoing need for better transparency in the life insurance industry. Give it a listen!

Whether you're evaluating any specific solutions, or you're considering building a homegrown solution, there are some important questions you should consider first. Read more to see what distributors should expect from an effective inforce solution.

Whether you're evaluating any specific solutions, or if you're still using outdated methods to manage your inforce policies (like your CRM or Excel), there are some important questions you should consider. Read more to see what life insurance advisors should expect from an effective inforce solution.