Configurable Reports Tailored to Your Goals
Proformex enables you to configure policy, annuity, agent, insured, and owner reports, along with insights that highlight intelligent analysis of lapse pending, at-risk policies, term, new opportunities and more.
Comprehensive Business Reporting
Configure a variety of report types including policy, annuity, agent, insured, and owner reports. Gain a unified view of business performance by accessing comprehensive reports for every aspect of your operations.
Smart Insights for Proactive Management
Leverage Proformex’s reporting to identify at-risk policies, evaluate term options, and discover new business opportunities. Access intelligent insights that provide clarity and support proactive decision-making.
Actionable Data That Informs Strategy
Proformex’s configurable reports and advanced analytics transform raw data into actionable information, making it easy to spot trends, assess risks, and uncover growth opportunities—all from one centralized platform.
Drive Results for Everyone
Proformex’s configurable analytics, reports, and insights help you uncover opportunities and reduce risk, leading to better client outcomes and driving business growth.
Comprehensive Business Reporting
Configure a variety of report types including policy, annuity, agent, insured, and owner reports. Gain a unified view of business performance by accessing comprehensive reports for every aspect of your operations.
Smart Insights for Proactive Management
Leverage Proformex’s reporting to identify at-risk policies, evaluate term options, and discover new business opportunities. Access intelligent insights that provide clarity and support proactive decision-making.
Actionable Data That Informs Strategy
Proformex’s configurable reports and advanced analytics transform raw data into actionable information, making it easy to spot trends, assess risks, and uncover growth opportunities—all from one centralized platform.
Drive Results for Everyone
Proformex’s configurable analytics, reports, and insights help you uncover opportunities and reduce risk, leading to better client outcomes and driving business growth.
The Numbers That Back Up Our Claims
11,088
Configurable Reports Created to Date
5,838
Book of Business Reports Generated
210
Data Elements to Create Configurable Reports
No Matter What Role You Play in the Industry, Proformex is For You
Banks &
Broker-Dealers
Wealth Managers
Fiduciaries
Carriers
General Agencies
Agents & Advisors