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Annuity Segment-Level Visibility Empowers Financial Professionals to Turn Policy Detail into Timely Client Action
Working with financial professionals across insurance, wealth management, and financial planning, we know when everyone has access to timely, actionable information on all client assets it leads to the best possible outcomes. But, a challenge financial professionals...
What’s New in May? More Ways to Put Business-Ready Insights to Work
The financial professionals we work with consistently share what they value most from us is our ability to provide information that's ready for their business to act on now. Our key releases this month deliver on our mission of getting business-ready insights into...
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....
SmartGroups Takes You from Book Visibility to Your Next Move
Working with financial professionals from the largest banks and broker-dealers to RIAs, BGAs, IMOs, and independent advisors, we know one of the biggest obstacles is access to business-ready information on life insurance and annuities. These assets are too often held...
Proformex Unveils New AI Capabilities
Information on life insurance and annuities has been some of the hardest to bring into holistic financial planning and wealth management conversations. Policy documents sit in file cabinets or stay buried in inboxes. Completing carrier forms can require hours of...
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”...