Simplify Life Insurance with Configurable Insights
Gain control of your life insurance data with flexible reports, timely notifications, and personalized views designed to fit your unique needs and workflow.
Get Insights You Didn’t Know You Had
Gain powerful insights by consolidating life insurance data across sources. With access to hundreds of curated data points and easy-to-read reports, Proformex turns complex information into actionable insights that drive decisions.
Act on Data Like Never Before
Proformex empowers you to turn data into meaningful action. With clear, actionable intelligence at your fingertips, you can make faster, smarter decisions that benefit both your business and your clients.
Keep the Right People in the Loop
Set up customizable notifications based on critical policy events, so your team is informed when it matters most. From premium lapses to policy renewals, you can tailor notifications to keep your business running efficiently.
Identify New Sales Opportunities
With full portfolio and contract visibility plus performance insights, you can meaningfully engage clients proactively to assess their needs and offer solutions.
Drive Results for Everyone
You’ll enhance client value through timely adjustments and informed decision-making, resulting in reduced costs, improved returns, and stronger client outcomes.
Get Insights You Didn’t Know You Had
Gain powerful insights by consolidating life insurance data across sources. With access to hundreds of curated data points and easy-to-read reports, Proformex turns complex information into actionable insights that drive decisions.
Act on Data Like Never Before
Proformex empowers you to turn data into meaningful action. With clear, actionable intelligence at your fingertips, you can make faster, smarter decisions that benefit both your business and your clients.
Keep the Right People in the Loop
Set up customizable notifications based on critical policy events, so your team is informed when it matters most. From premium lapses to policy renewals, you can tailor notifications to keep your business running efficiently.
Identify New Sales Opportunities
With full portfolio and contract visibility plus performance insights, you can meaningfully engage clients proactively to assess their needs and offer solutions.
Drive Results for Everyone
You’ll enhance client value through timely adjustments and informed decision-making, resulting in reduced costs, improved returns, and stronger client outcomes.
The Numbers That Back Up Our Claims
19.4M
Policy Data Points Processed Daily
9.8M
Insured Data Points Processed Daily
9.5M
Owner Data Points Processed Daily
33
Carriers We Receive Data Feeds From
No Matter What Role You Play in the Industry, Proformex is For You
Banks &
Broker-Dealers
Wealth Managers
Fiduciaries
Carriers
General Agencies
Agents & Advisors