On this episode of the Insurance Coffee House, Nick Hoadley sits down with Amanda Yoho, President of Proformex, the life insurance and annuity technology platform based in Cleveland, Ohio.

Amanda joined Proformex in January 2020 to build the company’s data and analytics capability, before stepping into the President role in November 2024. With a background that spans startups and global corporates, including several years at IBM following an acquisition, she brings deep experience across data science, technology, and problem-solving in complex environments.

In this conversation, Amanda shares how Proformex helps agents, advisors, and distributors gain a unified view across their life and annuity books of business. She discusses the long-term challenges of monitoring products that may span 30-50 years, the importance of consumer protection, and why access to accurate, centralised data is critical for preventing unintended lapses.

Amanda explains how proactive alerts, data quality checks, and system integrations support advisors in delivering better service, reducing risk, and identifying new engagement opportunities. She also highlights how hiring and interviewing are evolving in the age of AI, why curiosity is essential in a startup environment, and how finding the right culture fit is just as important as technical capability.

Connect with Amanda Yoho on LinkedIn to learn more about Proformex.

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