Your Data, When and Where You Need It
Proformex provides a comprehensive view of your data, intuitive tools, and intelligent insights—all seamlessly connected to where you do business—so you can deliver better outcomes for your clients and your company.
Outdated Technology and Inaccessible Data Cause Billions in Lost Value
Transform Raw Data Into Trusted Data
Proformex wrangles and curates data across sources to show our customers as many as 500 different data points on a single policy or contract and in an easy-to-read format. We process 4 million data points daily to provide unmatched insights and configurable reporting.
Turn Trusted Data Into Actionable Insights
Data access is only part of the solution. We provide market and business insights and intelligence unique to the industry. Analytics, reporting, and notifications bring this information to you so you can act where and when it matters most.
Curated Market Intelligence
Proformex is a neutral, agnostic platform. We see industry trends about what’s being sold, how product types perform, policy funding, and real-world payment behavior. We can make predictions for future trends and empower you to make the right decisions for your business.
Outdated Technology and Inaccessible Data Cause Billions in Lost Value
Transform Raw Data Into Trusted Data
Proformex wrangles and curates data across sources to show our customers as many as 500 different data points on a single policy or contract and in an easy-to-read format. We process 4 million data points daily to provide unmatched insights and configurable reporting.
Turn Trusted Data Into Actionable Insights
Data access is only part of the solution. We provide market and business insights and intelligence unique to the industry. Analytics, reporting, and notifications bring this information to you so you can act where and when it matters most.
Curated Market Intelligence
Proformex is a neutral, agnostic platform. We see industry trends about what’s being sold, how product types perform, policy funding, and real-world payment behavior. We can make predictions for future trends and empower you to make the right decisions for your business.
The Proformex Data Universe
$2.4T
Death Benefit
72M+
Data Points Processed Daily
250+
Data Sources
Bridging the Data Gap in Life Insurance Markets
Product Types
Life Insurance
Annuities
Variable Products
Data Types
Carrier Feeds
Statements
Illustrations
Consumer Behavior
3rd Party Data Sets
Tools
Life Insurance Dashboard & Insights
Annuity Center & Analytics
Insurance Trust Policy Admin
Configurable Business & Client Reporting
Customers
Banks & Broker-Dealers
Wealth Managers
Fiduciaries
Carriers
General Agencies
Agents & Advisors
Sevices
Data Enrichment
Orphan Servicing
Policy Reviews
Automated Event-Driven Notifications
No Matter What Role You Play in the Industry, Proformex is For You
Banks &
Broker-Dealers
Wealth Managers
Fiduciaries
Carriers
General Agencies
Agents & Advisors