The Industry Standard for Inforce Policy Management

User-friendly technology that helps you simplify post-sale servicing.

proformex-dashboard-monitor-v3

INFORCE MANAGEMENT PLATFORM
A single, secure system of record and reporting for your life insurance and annuities data

Group 148@2x

MULTI-CARRIER DATA

Group 168@2x

ACCESS VALUABLE INFORCE DATA

Group 167@2x

Attract new business

Group 169@2x-1

COMPLY WITH REGULATIONS

Group 166@2x

Streamline POLICY REVIEWS

Group 144@2x

Mining your book of business

Built to monitor and protect the best interests of you and your clients

The Only Platform that Delivers Top Line Growth


WE DELIVER UP TO

40x ROI

12x

FASTER REVIEW PROCESS
Dramatically reduce time spent creating policy review reports

51%

OF ALL POLICIES ARE AT RISK
At-risk policies need to be addressed to maintain compliance

25%

CONVERT TO NEW SALES OPPS
Uncover new commissions by ensuring compliance

The best advisers know nearly 50% of their annual production comes from existing clients.

*Statistics based on historical data, actual results may vary.

What They're Saying About Us


"Proformex has built a platform that really drives value to us as distributors and ultimately provides us the opportunity to be a better partner to the advisors we work with. The technology offers those advisors opportunities for enhanced policy owner service through proactive inforce policy management. It offers peace of mind to advisors and their clients alike that policy performance is being monitored; in other words, there should be no unfortunate surprises like a sudden premium increase."

~ Gonzalo Garcia, Partner at AgencyONE

"Proformex is a game-changer for me in that life insurance is something that still needs to be sold. I wanted to take the salesmanship out of it, and that’s what this system does. It’s not Randy Hester, or Joe Smith, or Susan Jones telling our policy holder “This is a better product”; it’s Proformex giving them a clear snapshot of what they have. Rather than approaching this from the perspective of a salesman, I can now approach my clients as an advisor, and Proformex gives me that credibility."

~ Randy Hester, Managing Member, Universal Insurance Group

"We have combined our years of consulting experience with Proformex’s technology to provide an industry-leading solution to our clients."

~ G. Tate Groome CFP CLU AEP, Managing Partner, Life Trust3D

"At this point in time, if you’re not doing inforce policy reviews for your clients, you are irresponsibly selling life insurance & annuities."

~ H. Schulman, Sagemark Consulting

You'll Be in Good Company


Agency One

Capitas-1

CIC-1

First Protective

 

Lion Street-1

ORG

Oswald

Learn More About Proformex