Unmatched Visibility Into Your
Sales and Distribution Network

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Unlock New Opportunities from Your Sales and Distribution Channels

Visibility

Visibility

Create visibility into sales and distribution channels to unlock new business opportunities

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Actionable Insights

Sales insights and producer intelligence to identify potential engagement opportunities

Automated-Campaigns

Automated Campaigns

Personalize marketing campaigns designed to engage agents, advisors, and owners

Integrations

Integrations

Customized insights and alerts integrated directly into your core systems

Improve Visibility and Grow Revenue

Strengthen Strategic Distribution

Proactively engage your distribution channels with service and sales opportunities

Grow Business

Transform data insights into actions that create new sales and revenue growth

Enhance Persistency

Protect high-value premiums and safeguard distribution relationships

Scaled Distribution Visibility

Identify opportunities across full distribution network with customized hierarchies and customer reporting

Why Partner with Proformex

Easy Implementation

Rely on our in-house industry experts to understand your goals to ensure a smooth implementation and your long-term success with Proformex. Get up and running quickly without carrier development resources.

Customize hierarchies to match your distribution channels and identify trends within your sales networks.

Distribution Relationships

Proformex is the market leader in insurance data management. We've partnered with 250+ wirehouses, leading financial institutions, IMOs, and BGAs and are constantly expanding our customer base.

We connect you to critical information across your distribution network so you can make better, more informed decisions.

Enterprise Data Security

As a trusted partner to the world's 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 have institutional-grade security & compliance, and we enable control of your data at every level of your organization's hierarchy.

Learn More About Our Solutions

See it for yourself.

We'd love for you to see the Power of Proformex in action.

Get a Demo

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