Our Process

1. ONBOARD

Responsibility: Policy owner
Initial onboading process made easy through a three step process:

  1. Contracts added
  2. Report level selected
  3. Policy information release collected

2. COLLECT

Responsibility: Proformex
Data collection based on the reporting level selected

  • Insurance carrier contacted
  • Requested policy information gathered

3. ENTER

Control: Proformex
Information inputs are based on the reporting level selected. Level three reports are reviewed and delivered by Protocol Advisor

  • Documents uploaded
  • Report notified
  • Owner notified

4. ACTIVATE

Responsibility: Proformex
Policy Information is added to the Proformex Dashboard. 

  • Policy performance tracked
  • Monitoring alerts activated
  • Portfolio consolidated

5. ENABLE

Responsibility: Policy Owner
Support functionality is operational. Policy owner can configure as needed

  • Notifications established
  • Access granted
  • Crummey letter produced

6. IMPLEMENT

Responsibility: Proformex
Proactive management is turned on. Policy owner can change reporting level as needed

  • Report revised annually
  • Additional periodic data feeds for eligible policies