Proformex is the only solution built for agents and advisors to look after their client’s policies once sold. Giving them the tools and technology to efficiently do so at scale.
Here’s What You Could See:
One Location
Proformex provides a single spot for all policies across carriers to manage policies so that time is spent efficiently.
Updating Info
Proformex provides regularly updated information (sometimes daily) on policy values, so that you have the most up to date information.
Client Reporting
Proformex provides customizable reporting so that relationships are protected and it’s easier to cross-sell, up-sell and renew.
Notifications & Alerts
Proformex provides email notifications and alerts on any policy event you choose to you or your policy owners in a customizable format.
Additional Features Include:
- Unlimited Policies
- Unlimited Document Storage
- Human Support
- Accelerated Onboarding
- Personalized Training
- Statement and Illustration Ordering