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

Kelly Lytle

Dave Lowman

David Morris

Mike Pepe

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 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

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

Account Management

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 financial services and life insurance solutions.

Proformex

Org chart

Teams

Leadership Team

Engineering

Customer Success Team

Account Management

Marketing Team

Finance and Insurance

Offices

Proformex

Org chart

Teams

Leadership Team

Engineering

Customer Success Team

Account Management

Marketing Team

Finance and Insurance

Offices

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