Proformex is the leading in force management platform offering data aggregation, analytics, and portfolio monitoring for life insurance and annuities. 

Insurance

Proformex

Proformex's headquarters in Cleveland, OH, United States

Kris Beck

Amanda Yoho

Chad Neifer

Niko Kantouros

Dave Lowman

David Morris

Mike Pepe

The Engineering team at Proformex is responsible for developing and maintaining the company's in-force management platform. They focus on data aggregation, analytics, and portfolio monitoring solutions for life insurance and annuities, ensuring the platform is robust, scalable, and efficient in handling complex data sets.

Engineering

The Customer Success Team at Proformex ensures that clients effectively utilize the in-force management platform by providing ongoing support, training, and strategic guidance. Comprised of roles like the VP of Customer Experience and Customer Success Managers, the team focuses on enhancing client satisfaction, driving platform adoption, and ensuring optimal outcomes for users of Proformex’s life insurance and annuity portfolio monitoring solutions.

Customer Success Team

The Marketing Team at Proformex, led by the Chief Marketing Officer, is responsible for devising and implementing strategies to promote the company's in-force management platform. The team conducts market research, analyzes data, and manages multi-channel campaigns to enhance brand awareness and client engagement within the life insurance and annuities sector.

Marketing Team

This department focuses on managing client relationships and ensuring customer satisfaction.

Account Management

This department focuses on ensuring customer satisfaction and fostering long-term relationships through effective management and support.

Customer Success

This department provides strategic direction and oversees the overall operations of the organization.

Proformex

Org chart

Teams

Engineering

Customer Success Team

Marketing Team

Account Management

Customer Success

Executive Leadership

Offices

Proformex

Org chart

Teams

Engineering

Customer Success Team

Marketing Team

Account Management

Customer Success

Executive Leadership

Offices

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