Latest News Feed
AI enablement that makes it easier to manage post-issue life insurance and annuities inside financial portfolios
Proformex Appoints New President, Former CTO, to Lead Next Phase of Growth
Sizzling marketing engagement solution to activate your clients and create new opportunities to grow your business
Empowering users with critical insights faster and driving action to improve client outcomes.
Industry leader in data aggregation adds platform functionality to support annuities along with current life insurance offering
Strategic partnership will focus on helping wealth managers safeguard their clients' financial plans
BCH takes robust information surfaced within Proformex back to their advisors to drive meaningful results for policyowners
Leading-edge fintech partnership leverages competitive advantage with financial institution clients
By standardizing and simplifying post-sale policy servicing, Proformex and One Resource Group will deliver seamless transition of timely insights from broker to advisor to client
By standardizing and simplifying post-sale policy servicing, Proformex and BKA Financial will redefine the standard for client service in the insurance and financial services industry
September is life insurance awareness month - how are you honoring it this year?
Ensight's API platform advances transparency and oversight for insurance agents and financial advisors
Experienced SaaS startup sales strategist brings his expertise to the nation's fastest-growing life insurance technology software company
Two industry-leading solutions collaborate to help life insurance producers work more efficiently and effectively in a rapidly changing environment
CEO Kris Beck authors white paper regarding recent developments in best interest standard regulations in the life insurance industry
Sullivan brings extensive experience as a software engineer and product developer
