Enabling advisors, brokers, and carriers to service clients better, together.
Proformex delivers multicarrier visibility, distributor collaboration and performance reporting for advisors and brokers in a single, secure platform.
Built to monitor and protect the best interests of you and your clients
WE DELIVER UP TO
FASTER REVIEW PROCESS
Dramatically reduce time spent creating policy review reports
OF ALL POLICIES ARE AT RISK
At-risk policies need to be addressed to maintain compliance
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.
"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