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 platforms or hunting for data.
Built on Proformex’s decade of industry trust, Willow elevates life insurance and annuities so financial professionals finally have the information and visibility they need to manage them inside a holistic client plan. It’s all backed by permissions and access controls built to meet your team’s security requirements.
Take a look at the fact sheet below for a closer look at ways teams can use Willow today!