Empowering users with critical insights faster and driving action to improve client outcomes
CLEVELAND, Ohio – February 8, 2023 – Proformex, the only end-to-end digital solution connecting financial professionals to critical, actionable data in their life and annuity businesses, announced today new platform features delivering powerful insights quicker than ever before.
With its latest product innovations, Proformex gives users a more personalized view of their life and annuity business at scale. Easy access to robust insights will help users proactively address risks and capitalize on opportunities more effectively across all their carriers and products. Configurability across these changes will empower users to manage their business faster and easier in a way that makes the most sense for their business. Whether a customer has one hundred policies or thousands, Proformex gives them the information they need, when they need it, and how they want it, to create meaningful points of client engagement.
“Our latest innovation is having a tremendous impact on our customers’ ability to take insights from our platform and create beneficial outcomes for their clients and grow their business at scale,” said Kris Beck, Chief Executive Officer of Proformex. “I’m proud our platform has reached a new level of actionability with these latest enhancements so users can enjoy the benefits of our tool in a way that makes the most impact for them and helps strengthen their client relationships.”
Dr. Amanda Yoho, Chief Technology Officer added: “We are providing access to information and critical insights never seen before in this industry. The opportunities to improve client outcomes are limitless once you have access to these powerful stores of information. It is our goal to continue enhancing the application with data and features that increase these opportunities. I’m incredibly proud of the team’s diligent work on these recent innovations and look forward to what is next!”
About Proformex
At Proformex, we’re reimagining how the industry thinks about protection assets. Your life insurance and annuities data is valuable. We connect you to it. The result is an end-to-end, digital solution to manage life and annuities. We help you maximize potential from your existing business—increasing the lifetime value of your client relationships, mitigating policy and reputational risk, and creating new opportunities for revenue growth.
Media Contact
David Morris
(855) 341-1331
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