Solutions for Agents & Advisors
Where Insights Meet Action
Proformex harnesses your data to provide the smart tools and insights you need to watch performance of protection assets, ensuring the best outcomes for your clients and your business.
Turn Data into a Competitive Edge
See Everything
at Once
Aggregate critical data across multiple sources, putting everything you need in one place and saving you time.
Stay Informed &
Up to Date
Get tools and smart insights about your business that make it easier to keep up to date on policy performance.
Get Alerted on What Matters
Access first-of-their-kind, configurable reports and notifications on policy and contract events and milestones.
Achieve Better Client Outcomes
Proactively engage clients and deliver preferred outcomes through quick-to-generate, client-friendly reporting.
We Understand Your Goals and Support Them
Safeguard Client Relationships
You’ve worked hard to build strong client relationships. Proformex can further cement those relationships by improving service with clear reports and timely outreach powered by unparalled access to up-to-date, accurate data.
Save Time
Say goodbye to massive, unmanageable spreadsheets and hello to a user-friendly platform built to make it easier than ever to manage your business and freeing up more time so you can focus elsewhere.
Grow Business
With Proformex, you can easily spot opportunities – term milestones, cross-sells, underperforming contracts – and start generating revenue from a previously untouched part of your business.
Reduce Risk
Policies and contracts are living financial assets. You need the right information to stay ahead and protect clients from unknown risks. Proformex puts this information right at your fingertips.
Elevating Visibility into High-Impact Financial Tools
Proformex is Trusted by Your Peers
+115K
PDF Deliverables Generated
210
Data Elements to Configure Reports and Notifications
11,088
Configurable Reports Generated
~ Corey Knowles, Client Services, MG&A Wealth
~ Greg J. Babcock, CLU, ChFC, MBA, Senior Vice President & Managing Director, Life at Oswald Companies
Proformex is Trusted by Your Peers
+115K
PDF Deliverables Generated
210
Data Elements to Configure Reports and Notifications
11,088
Configurable Reports Generated
“Proformex has been a game changer for our life insurance business at our 40-year-old firm serving over 500 households. It has not only streamlined our operations but also helped us identify new business opportunities. The system has empowered us to better serve our clients and continue growing in a competitive market. The reports have become a part of our review meetings—something our clients absolutely love.”
~ Corey Knowles, Client Services, MG&A Wealth
~ Greg J. Babcock, CLU, ChFC, MBA, Senior Vice President & Managing Director, Life at Oswald Companies
Your Data is Secure
Proformex is trusted by the largest banks, broker-dealers, and wealth managers. We have a rigorous and comprehensive information security program.
As a SOC II Type 2 certified solution, we provide institutional-grade security and compliance, and we enable control of your data at every level of your organization’s hierarchy.
Discover Our Process
When you partner with Proformex, you enter a long-term relationship with a hands-on team that supports you every step of the way. Our best practices and implementation programs have moved the metrics that matter for your peers. Want to be next?