Proformex

The most personalized view of your life insurance business at scale!

[Proformex @Proformex]

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: 💥 https://t.co/W4KN2z36ax 💥
#LIAM23

[Proformex @Proformex]

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? 🤔

[Proformex @Proformex]

Learn more about how Paul Shaheen, Sales Consultant - Vice President of The Horton Group, leverages Proformex for his clients.

💥 https://t.co/yP1dihejvz 💥

#lifeinsurance #insurtech #customertestimonial #clientoutreach

[Proformex @Proformex]

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!

💥 https://t.co/6adBnorPEs 💥

#insurtech #successionplanning

[Proformex @Proformex]

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!

💥 https://t.co/mt2lML4bc5 💥

#lifeinsurance
#insurtech
#customertestimonial

[Proformex @Proformex]

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.

💥 https://t.co/03HVdMHu0r 💥

[Proformex @Proformex]

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.

💥 https://t.co/koAv5TnLwc 💥

[Proformex @Proformex]

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: 💥 https://t.co/l6WTxvSYAA 💥

#lifeinsurance #insurtech #livewebinar

[Proformex @Proformex]

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!

💥 https://t.co/bwLTVSffo5 💥

#lifeinsurance #insurtech

[Proformex @Proformex]

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: https://t.co/l6WTxvSYAA

#lifeinsurance #insurtech #livewebinar

[Proformex @Proformex]

(2/2) Their platform makes it easier than ever for us to keep our advisors aware of opportunities and risks across their life insurance business so that the proper parties are notified with time left to act." - Tony Wilson, Executive Vice President

https://t.co/NHWwRHaTKF

[Proformex @Proformex]

(1/2) “At @OneResourceGro1, what we stand for never changes, but how we do things is in constant evolution. It has been an amazing experience to partner with Proformex and continue to push the envelope to see how we can change the insurance ownership experience for all!

[Proformex @Proformex]

(3/3) We are equally proud and honored to take on big industry challenges with you and provide data access you and your firms need to effectively manage and monetize your life insurance business!

💥 https://t.co/ImcM1cObMy 💥

[Proformex @Proformex]

🧵(1/3) “At Lion Street, we are composed of forward-thinking visionaries who work towards better solutions and creating better outcomes for clients. The like-minded team at Proformex is one we’re proud to have partnered with for so many years to enable better access to...

[Proformex @Proformex]

(2/3) carrier data feeds for our firms and to get comprehensive visibility of our life insurance business. We appreciate and look forward to continued collaboration in the years to come!” - Scott Weber, Sr. Vice President, Technology & Practice Management

[Proformex @Proformex]

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!

💥 https://t.co/PzNzXYbjg8 💥

[Proformex @Proformex]

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: 💥 https://t.co/PzNzXYbR5G 💥

#lifeinsurance #insurtech #livewebinar

[Proformex @Proformex]

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: 💥 https://t.co/PzNzXYbjg8 💥

[Proformex @Proformex]

“What could make this an even better success story is the fact that this could set us down the path of working with this agent again. It was a win for everyone across the board!”

Thank you for your trust and confidence in us!

💥 https://t.co/d6OU3Jgc6B 💥

[Proformex @Proformex]

“If it weren’t for the lapse-pending notification from Proformex, we probably would have missed this opportunity to create a better outcome for the client and reengage with one of our producers,” said Peter Zinnen, President of The Thompson Agency, Inc.