Connect to Insights with Configurable Notifications
Configure automated notifications for key contract and policy events to be delivered to clients or advisors. Drive critical information right to your fingertips with minimal effort.
Automate Tailored Communications
Customize notifications based on the events that matter most to you. Whether it’s for premium notices, contract anniversaries, or age-based milestones, you have full control over which events trigger notifications and who receives them.
Improved Contract Retention and Outcomes
Stay ahead of at-risk policies and contract milestones, giving you the opportunity to address issues early and prevent coverage gaps. Protect your clients in the most efficient way possible.
Connect to Insights Faster
No matter who you choose to notify, Proformex’s automated notifications empower you to act swiftly and confidently, using the latest data on client needs and relevant milestones.
Drive Results for Everyone
You’ll enhance client value through quick connectivity to critical insights throughout your network, resulting in reduced costs, improved returns, and stronger client outcomes.
Automate Tailored Communications
Customize notifications based on the events that matter most to you. Whether it’s for premium notices, contract anniversaries, or age-based milestones, you have full control over which events trigger notifications and who receives them.
Improved Contract Retention and Outcomes
Stay ahead of at-risk policies and contract milestones, giving you the opportunity to address issues early and prevent coverage gaps. Protect your clients in the most efficient way possible.
Connect to Insights Faster
No matter who you choose to notify, Proformex’s automated notifications empower you to act swiftly and confidently, using the latest data on client needs and relevant milestones.
Drive Results for Everyone
You’ll enhance client value through quick connectivity to critical insights throughout your network, resulting in reduced costs, improved returns, and stronger client outcomes.
The Numbers That Back Up Our Claims
+173K
Notifications Automatically Sent to Policy Owners
210
Data Elements to Configure Reports and Notifications
No Matter What Role You Play in the Industry, Proformex is For You
Banks &
Broker-Dealers
Wealth Managers
Fiduciaries
Carriers
General Agencies
Agents & Advisors