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Outdated Technology and Inaccessible Data Cause Billions in Lost Value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Outdated Technology and Inaccessible Data Cause Billions in Lost Value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