The life insurance servicing platform for modern advisors.

Proformex delivers visibility, collaboration and performance reporting for advisors in a single, secure platform.

Consolidate your book of business into one system of record, regardless of carrier or distribution channel. Track policy performance relative to client objectives throughout the life of the contract. Never miss a lapse-pending policy or conversion opportunity and protect client outcomes.


Built for advisors, by an advisor.

Throughout his 25 years of producer experience, our founder grew increasingly fixated on a single objective: the need to protect policyowners' best interests by proactively monitoring life insurance policy performance throughout the insured's life to ensure a positive client outcome.

Proformex Mike Pepe 10-18-21

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 gamechanger 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






First Protective


Lion Street-1






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