Meet Willow
your information partner for life insurance and annuities
Real AI-enablement built by the people you know and trust,
delivered securely where you already work.
Intelligence that lives where you work today
Connect once to the AI tools your team uses every day. Ask questions about your book of business, surface what matters, and keep moving without ever switching platforms or hunting for data.
Willow brings you insights and a playbook for what to do next, so you can work smarter and make your human relationships stronger.
Willow closes the
information gap
For too long, life insurance and annuities have lived outside the rest of the financial portfolio. Built on Proformex’s decade of industry trust, Willow elevates life insurance and annuities so financial professionals finally have the information and visibility to manage them inside a holistic client plan.
Willow works with your security needs in mind
Data permissions
you can trust
- Willow securely accesses Proformex’s data layer when you query your book of business and only allows users to interact with the data they’re already authorized to access
- De-identified options available to fit your data security needs
Authorized sources
of data
- Willow draws insights directly from Proformex’s secure data model for every query, every time
- Built-in support for users through connections to Proformex’s Knowledge Base and Help Center
Institutional-grade security protocols
- With Willow, you have a full range of information solutions to meet your unique compliance needs and security requirements
- Data stays secure in every state, from storage to in transit to active use
A connection built to last
Willow is built for the institutions and financial professionals who want to lead in the AI era.
Be the strategic genius your teams, advisors, and clients need right now.