Clear Annuity Insights, Better Opportunities
With access to your annuity and life insurance data side-by-side, gain visibility across carriers, advanced analytics, and reporting that delivers clear portfolio insights, enabling next-level decisions and new revenue opportunities.
Get Insights You Didn’t Know You Had
Leverage the data Proformex gathers to unify your life insurance and annuity picture, revealing valuable insights that drive smarter, more strategic decisions. Proformex saves you time by managing your entire life and annuity business in one place.
Act on Data Like Never Before
Analyze, visualize, and track your annuity portfolio with powerful analytics. Evaluate complex structures, benefits, and asset classes, and turn that data into actionable insights with intuitive, customizable reports that simplify communication with clients.
Keep the Right People in the Loop
Set up configurable notifications based on critical annuity events, so your team is informed when it matters most. From age-based milestones to post-surrender opportunities, you can tailor notifications to keep your business running efficiently.
Identify New Sales Opportunities
With full portfolio and contract visibility plus performance insights, you can meaningfully engage clients proactively to assess their needs and offer solutions.
Drive Results for Everyone
You’ll enhance client value through timely adjustments and informed decision-making, resulting in reduced costs, improved returns, and stronger client outcomes.
Get Insights You Didn’t Know You Had
Leverage the data Proformex gathers to unify your life insurance and annuity picture, revealing valuable insights that drive smarter, more strategic decisions. Proformex saves you time by managing your entire life and annuity business in one place.
Act on Data Like Never Before
Analyze, visualize, and track your annuity portfolio with powerful analytics. Evaluate complex structures, benefits, and asset classes, and turn that data into actionable insights with intuitive, customizable reports that simplify communication with clients.
Keep the Right People in the Loop
Set up configurable notifications based on critical annuity events, so your team is informed when it matters most. From age-based milestones to post-surrender opportunities, you can tailor notifications to keep your business running efficiently.
Identify New Sales Opportunities
With full portfolio and contract visibility plus performance insights, you can meaningfully engage clients proactively to assess their needs and offer solutions.
Drive Results for Everyone
You’ll enhance client value through timely adjustments and informed decision-making, resulting in reduced costs, improved returns, and stronger client outcomes.
The Numbers That Back Up Our Claims
4.8M
Annuity Data Points Processed Daily
9.5M
Owner Data Points Processed Daily
7.3M
Beneficiary Data Points Processed Daily
33
Carriers We Receive Data Feeds From
No Matter What Role You Play in the Industry, Proformex is For You
Banks &
Broker-Dealers
Wealth Managers
Fiduciaries
Carriers
General Agencies
Agents & Advisors