You're forty minutes into a review with your client when the question lands: "What happens to my policy if I stop paying premiums next year?" With Willow, our suite of AI-enabled tools, you don't have to say, "let me get back to you." You can ask your Claude, CoPilot,...
Where AI-Enabled Tools Strengthen Human Expertise in Life Insurance and Annuity Management
Shaped by the seamless, personalized experiences people are getting from every other corner of their digital lives, individuals are increasingly bringing more expectations to their financial relationships. Client demand is growing towards insights and advice...
With Willow, Proformex now connects your post-sale annuity and life insurance data directly in the AI tools your teams already use
Willow is a suite of AI-enabled solutions including proprietary annuity and life insurance analytics, document and reporting creation, an in-app experience, and an MCP-standard integration among other tools. For your teams, Willow works directly inside Claude,...
Fact-Sheet: Meet Willow
Willow is a secure suite of AI-enabled solutions, including an MCP-connector for the AI tools and workflows advisors and teams already use. Connect once, ask questions about your book of business in plain language, and surface what matters without ever switching...
Information Ready: Taking Control of Annuity and Life Insurance Data for RIAs
Annuity contracts and life insurance policies are typically sold through multiple carriers and distribution partners, making it difficult to build a centralized picture of a book of business and nearly impossible to proactively service the clients who own them....
What’s New in April? Big changes to report groupings to get you to information faster, ways to spend less time on reporting and paperwork, and more data flowing exactly where you need it
Working with financial professionals across life insurance and annuities, we understand the need to deliver reliable information that’s ready for their business to act on now. Our key releases this month focus on this theme: Arming you and your teams with business...
Is the Information You Rely On Ready to Help Your Business?
Take a moment and think about your business and your data, then ask yourself: Can you see which policies are trending negatively, ready to lapse, or putting client relationships at risk? On Monday morning, do your advisors and sales teams know which clients are primed...
Integration Partner Highlight: Orion Advisor Solutions
Financial advisors need reliable, consistent access to every asset they manage, but historically, incorporating annuities and life insurance into traditional financial reporting has been a challenge. Too often, these assets are left "held-away", unmonitored, and...
Five Years of Security Excellence: Proformex’s SOC 2 Type II Milestone
As we continue in a new year, Proformex is proud to share we have maintained, without exception, our SOC 2 Type II Certification for five consecutive years. The SOC 2 Type II certification validates that our security controls operate effectively over time, based on an...
Engaging Advisors and Clients on Life Insurance Policies in a Critical Risk State
A few questions we face all the time: "What would I even do with access to my inforce or back-book data?" "I have some data feeds, but what next?" "Those feeds can be complicated. You all make sense of them?" For post-sale life insurance and annuity data, the “before”...