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,...
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...
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”...
Financial Advisor Recruitment and Retention as a Strategic Differentiator
We were in a 2026 strategy conversation with one of our large financial institution partners, recently, when they shared a comment that stuck with us. They said, “Proformex has become an important differentiator in retention and recruitment of financial advisor...
Do You Have Visibility Into the True Health of the Life Insurance and Annuity Business You Purchased?
Business consolidation and M&A activity for broker-dealers and IMOs has been significant in recent years and while the pace may be slowing, it remains an ongoing theme. Here’s a fact pattern we see play out often during and after acquisitions. You’re the acquiring...
How Reactive Policy Management Puts Client and Firm Assets at Risk
By continuously monitoring in-force policies, firms are better positioned to protect client assets and manage risk before issues escalate. Early identification of at-risk policies helps prevent avoidable lapses, preserve intended death benefits, and protect future...
Turning Insights Into Timely and Impactful Engagements With Proformex
Staying in touch with clients throughout the year is one of the most effective ways to build trust and strengthen relationships. Regular check-ins show that you’re actively looking out for them. The challenge is finding timely, relevant reasons to reach out that...
In Consideration of Comprehensive Financial Planning
This is a thoughtful article and raises a question we discuss often with customers and partners: When you meet with your clients are you actively reviewing all aspects of their financial plan? In our world, this means reviewing trust-owned life insurance policies,...
Three Questions to Ask About Your Life Insurance Policy Review Process
The effectiveness of a life insurance policy review depends on whether it meaningfully supports decision-making for all parties invested in the policy’s success. A thoughtful review process helps trustees, policyowners, and beneficiaries understand policy health,...