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

Chad Neifer

Amanda Yoho

Dave Lowman

Kelly Lytle

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 Leadership Team at Proformex is responsible for setting the strategic direction and vision of the company, driving operational excellence, and fostering innovation in the in-force management platform. They collaborate to ensure alignment across departments, optimize customer experience, and implement effective marketing strategies, while overseeing financial health and technological advancements to enhance data aggregation and analytics for life insurance and annuities.

Leadership Team

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.

Proformex

Org chart

Teams

Engineering

Leadership Team

Customer Success Team

Marketing Team

Offices

Proformex

Org chart

Teams

Engineering

Leadership Team

Customer Success Team

Marketing Team

Offices

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