@Proformex

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

 Cleveland, OH
proformex.com
Joined June 2018
  • Tweets1.1K
  • Following796
  • Followers225
523Media
"The right capital partner wants the founder to be successful as much as they want themselves to be successful" Pros from @riversaascap @Bezlio @Proformex @AudreysKitchPGH @jumpstartinc share advice: technical.ly/startups/3-rive…

How can the right funding partners help you navigate business challenges? Lessons from 3 Rivers...

When it comes to picking an investment partner, alignment of values is key, these expert panelists said: "The right capital partner wants the founder to be successful as much as they want themselves...

technical.ly
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There are lots of opportunities with your existing #lifeinsurancebiz, which is why TBA uses @Proformex to discover them for our advisors: open.spotify.com/episode/0Qm…
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Growing your business doesn't always mean finding new clients. @morganmynatt is joined by @maxposner3 on the #podcast to discuss how TBA uses @Proformex to find #opportunities for their advisors with their existing #business. Find out more: tba.com/podcast/
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Be self-aware, understand what you’re really good at then double-down on your strengths - we all take different paths to get where we are 🛣️ Kristie Beck, @Proformex #IWinTech #WomenInTech #RuleWithUs GritDaily.com/women-in-tech-…
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Proformex retweeted
Finseca@Finseca23 Sep 2021
Join us to learn how Mike Pepe used @Proformex to differentiate himself with value-added servicing to nurture his client relationships. You won't want to miss this call!
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Tomorrow's @Proformex webinar will be fun one. Life insurance is all about fostering relationships. Learn how technology can empower you to better build and maintain those relationships. Conversation starts @ 2 pm. Register here: proformex.com/resources/life…
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These are the Top InsurTech Companies in Ohio (2021) df.media/?p=6954 Featuring: @bold_penguin @battlefaceplan @maticinsurance @CoterieIns @our_branch @joinroot @proformex @bingoinsurance @fleri_Health @batomic30 and more...
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Watching a Round Table discussion hosted by Proformex at #nailbaengage. Discussing how to service Agents by leveraging technology. @Proformex @BCH_Life @NAILBA @FirstProtective
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Watching a Round Table discussion hosted by Proformex at #nailbaengage. Discussing how to service Agents and leverage technology in the era of COVID and moving forward. @Proformex @BCH_Life @FirstProtective @NAILBA
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Proformex retweeted
NAILBA@NAILBA10 Feb 2021
HAPPENING NOW: Spotlight Solution: @Proformex Technology Roundtable 🔜Spotlight Solution: Innovation in Action 🔜Spotlight Solution: The Path to Growth, Solutions for Scaling Your Life Business LOG ON TO EXPERIENCE #NAILBAENGAGE: bit.ly/3kiEvIj
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These are the Top Fintech (Financial Technology) Companies in Ohio (2021) df.media/?p=6864 Featuring: @segmint @safechain_io @proformex @TribeVest @go10xts @HealthFirstFin @vairtofficial @SplashFinancial @thewunderfund @MortgageBite and more...
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HOT JOB OPENING at Proformex: Inside Account Representative ** Learn more and APPLY at InsurTech Express Featured Job page: lnkd.in/egTVaeD @Proformex #Recruiting
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Life insurance Technology In 2020 Was Driven By Simplicity And Data. Read the article at the InsurTech Express blog: lnkd.in/dkjK8Ht Also Read the Article in the January Issue of Broker World: lnkd.in/dWZduaZ #lifeinsurance #DataAnalytics @Proformex @Equisoft
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Mark Your Calendars! Kicking off 2021 with a line-up of Great Life Insurance Events & Webinars. Learn more and RESGISTER today from the InsurTech Express Events page: lnkd.in/dv3YawS @NAILBA @NAIFA @ACORD_Standards @Proformex @Reuters #LifeInsurance
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Life Insurance Technology In 2020 Was Driven By Simplicity And Data! Read article on the InsurTech Express blog: lnkd.in/dkjK8Ht Published in Broker World Magazine January 2021: lnkd.in/diSZ6sF @Equisoft @Proformex
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Only 3 Day Left until the NAIFA Business Succession Planning Webinar hosted by Proformex. REGISTER TODAY: lnkd.in/eRBVVrv Industry leader panelists and moderator from Producers XL, Oswald Companies, and InsurTech Express. @NAIFA @Proformex @ProducersXL
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Proformex retweeted
Finseca@Finseca14 Oct 2020
Looking for the calm within the chaos of 2020? On October 21, Finseca CEO @CadinMarc will speak with other industry leaders at #inforce2020 @Proformex on how their leadership will continue to help our profession navigate challenges and move forward. proformex.com/inforce-2020?u…
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HOT October Virtual Events! Hosted by Proformex, ACORD, InsureTech Connect, and LIMRA. Visit the InsurTech Express Events page to learn more and REGISTER: lnkd.in/dv3YawS @Proformex @insuretechnow @ACORD_Standards @LIMRA
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HOT VIRTUAL EVENT! Proformex is hosting it's first Inforce Virtual Conference. Connecting Visibility to Opportunity. Action Packed Event! Register from the InsurTech Express Events page: lnkd.in/dv3YawS @Proformex
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Proformex retweeted
NAIFA@NAIFA30 Sep 2020
Replying to @Proformex
ICYMI: Mike Pepe was part of a phenomenal webinar on #lifeinsurance that drew hundreds as a way to celebrate #LIAM20. Watch on-demand: bpc.naifa.org/liam_sept We're #NAIFAproud to partner with @Proformex
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