Quickly search for a policy and have a snapshot of its true performance in one place, regardless of carrier or distribution channel.
Monitor your entire book at once; never miss a premium with our reminders. Set notes and tasks so that nothing slips through the cracks.
Quickly filter your book to streamline your workday. Generate a client-ready policy review that is easy to understand and adds value.
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.
Tom Gray, CEO & Founder of Employee Pooling
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.
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.
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.