Where Insights Meet Action
Gain complete visibility across your entire sales and distribution network with advanced reporting, helping you identify key trends, opportunities, and to drive business growth while safeguarding distribution relationships.
Turn Data into a Competitive Edge
See Everything
at Once
Create visibility into sales and distribution channels to unlock new business opportunities faster.
Actionable
Insights
Sales insights and producer intelligence to identify engagement opportunities quickly.
Automated Campaigns
Personalize marketing campaigns designed to engage agents, advisors, and owners.
Seamless Integrations
Customized insights and notifications integrated into your core systems for better decisions.
We Understand Your Goals and Support Them
Strengthen Strategic Distribution
Grow Business
Transform data insights into actions that create new sales and revenue growth.
Enhance Persistency
Protect high-value premiums and strategic relationships.
Scaled Distribution Visibility
Elevating Visibility into High-Impact Financial Tools
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.
Implementation is Simple
Rely on our in-house industry experts to understand your goals, ensuring 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 key trends within your sales networks for better insights and growth opportunities.
Your Data Can Be Integrated
Our team of experts can work with you to implement custom development and API integrations with the systems you use today. These integrations ensure your data is tethered to the appropriate platforms used in daily routines and conversations.
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?