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

Cleveland, OH
Joined June 2018
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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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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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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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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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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(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!
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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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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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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… 💥
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“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.
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