Virtual Event Designed to Guide Life Insurance Community Through Changing Times

Virtual Event Designed to Guide Life Insurance Community Through Changing Times

Press Release ( - CLEVELAND - Oct 01, 2020 - Proformex, creator of proactive life insurance policy software which enables life insurance professionals to more effectively monitor and manage the performance of in-force life insurance policies and annuities, will host its first-ever user conference, “Inforce 2020: Connecting Visibility to Opportunity,” which will take place virtually on Oct. 21, 2020.

The purpose of this event is to allow Proformex users and industry executives in general to gain valuable perspectives from experts across the industry on how to apply technological innovations and best practices from leading companies, including carriers, brokers and individual agent businesses, to their own businesses in order to better manage policies for higher performance, benefiting both agents and their clients. 

Panelists presenting at this event include top executives from AgencyONE, One Resource Group, Lion Street, Equitable Advisors, Principal Financial Group, PennMutual, AIG, Oswald Companies, Life Innovators, Cassidy & Company, Keystone Benefits Group of Atlanta, LifeTrust3D, NAILBA, ACORD, and Finseca.

“Inforce 2020 is all about embracing collaboration and a growth mindset in the life insurance and annuities space,” said David Morris, Chief Marketing Officer of Proformex. “We are thrilled to offer these virtual sessions to our customers, our partners, and our industry peers in a time when it is critical for everyone to be on the same page. The success of our industry on a go-forward basis is dependent upon our ability to collaborate, grow together, and embrace new technologies that enable greater efficiencies in ways that ultimately protect the consumer and ensure their satisfaction.”

Keynote speaker Bobby Samuelson will share some never-before-seen industry insights and statistics about the current state of the life insurance industry and show attendees how they can embrace digital solutions that benefit the consumer while enabling them to come out stronger on the other side of 2020.

This event is open to all industry executives and Proformex clients free of charge. To access the event online, interested parties will need to register at

About Proformex

Proformex is the leading inforce management platform offering data aggregation, analytics, and portfolio monitoring for life insurance and annuities. The platform is purpose-built to help advisors, GAs/BGAs, IMOs, financial institutions, settlement companies, and broker-dealers protect their clients’ best interest and ensure regulatory compliance by monitoring individual policy performance, identifying at-risk policies, and uncovering new sales opportunities. Our automated solutions make inforce management more efficient, more profitable, and results in better experiences for policy owners.

Media Contact

David Morris

(855) 341-1331

Source : Proformex
Business Info :

CATEGORIES : Life Insurance


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