Your book is growing.
Now what?

Put your clients first with the all-encompassing inforce policy management platform that grows with you.

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How does Proformex help you manage inforce life insurance policies?

Access Complete Portfolio Visibility

Access Complete
Portfolio Visibility

Quickly search for a policy and have a snapshot of its true performance in one place, regardless of carrier or distribution channel.

Monitor Policies and Schedule Reminders

Proactively Monitor Policies
and Schedule Reminders

Monitor your entire book at once; never miss a premium with our reminders. Set notes and tasks so that nothing slips through the cracks.

View Policy Analytics & Reviews

View Policy Analytics
and Reviews

Quickly filter your book to streamline your workday. Generate a client-ready policy review that is easy to understand and adds value.

The Power of Proformex

  • Proactively Monitor Your Policies
    Monitor your clients’ inforce policies against their objectives and goals to ensure the contracts perform as intended.
  • Establish Compliant Processes
    Our automated policy review process provides consistent, valuable reporting to your clients and demonstrates that you’re actively managing their portfolio with their best interests in mind.
  • Uncover New Opportunities

    By continuously monitoring inforce policies, our software can identify new sales opportunities within your existing book for conversions, remediation activities, term lapses and much more.

Power of Proformex

EP

“There is no service we provide that is more labor-intensive and frustrating than manual inforce policy management.”


Tom Gray, CEO & Founder of Employee Pooling

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Automated Policy Reviews

Annual policy reviews are essential to ensuring that policyowners' expectations are met. But they're time consuming and costly. Watch this video to see how Proformex helps formalize and automate the process.

Favorite Thing About Proformex BYRNES

Favorite Thing About Proformex

Marc Byrnes, Chairman of Oswald Companies, explains why he believes in Proformex and its mission to protect the millions of people who rely on life insurance coverage every day.

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Proformex ROI

Proformex has turned ongoing inforce policy management into a revenue maker. See how some current Proformex customers are generating an annual 300%+ ROI on their purchase of our platform.