Where Insights Meet Action
Managing data across multiple carriers is complex and can lead to missed opportunities. Proformex aggregates essential data, powering you with automated tools and insights to help you deliver better outcomes to your agents and your business.
Turn Data into a Competitive Edge
Achieve Better Client Outcomes
Use data-driven insights to deliver stronger results for advisors, while growing your business efficiently.
See Everything
at Once
Aggregate data from multiple carriers into a single platform, putting everything you need in one place, saving time.
Identify Opportunities
Spot potential growth opportunities with real-time insights, allowing you to proactively support your advisors.
Quickly Take Action
Inform your advisors with alerts, notifications and reports, streamlining coordinated actions that drive better results.
We Understand Your Goals and Support Them
Grow Business
With Proformex, you can easily spot opportunities such as term milestones, lapse pending statuses, or maturity milestones – and start driving consistent business growth for your agency.
Safeguard Advisor Relationships
Attract New Advisors
Work Faster and More Efficiently
Protect Trail Commissions
Minimize policy lapse risks and protect client benefits with Proformex, the only tool to help ensure trail commission products stay in force.
Elevating Visibility into High-Impact Financial Tools
Proformex is Trusted by Your Peers
+173K
Alerts Automatically Sent to Policy Owners
11,088
Configurable Reports Created
+116K
PDF Deliverables Generated
33
Carriers We Receive Data Feeds From
“The Proformex platform has helped ORG identify new opportunities within our book of business and has allowed us to become more efficient with servicing our agent and client base. We’ve seen 10x return on our investment with Proformex and we’re excited for our future growth with the Proformex enhancements!”
~ Tony Wilson, Executive Vice President at One Resource Group
~ Joslyn Druvenga, President at CBS Brokerage
Proformex is Trusted by Your Peers
+173K
Alerts Automatically Sent to Policy Owners
11,088
Configurable Reports Created
+116K
PDF Deliverables Generated
33
Carriers We Receive Data Feeds From
“The Proformex platform has helped ORG identify new opportunities within our book of business and has allowed us to become more efficient with servicing our agent and client base. We’ve seen 10x return on our investment with Proformex and we’re excited for our future growth with the Proformex enhancements!”
~ Tony Wilson, Executive Vice President at One Resource Group
~ Joslyn Druvenga, President at CBS Brokerage
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.
Access to Carrier Data Feeds
Carrier data feeds within the Proformex interface empower brokerage general agencies with seamless, regularly updated policy and contract data. This integration ensures up-to-date information, reducing errors and discrepancies.
With a comprehensive view of policy details and performance metrics directly in our platform, you can make informed decisions, enhance operational efficiency, and elevate your client service
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?