Protect client best interests while growing your business
Gain actionable insights to help fuel growth for you and your advisors
Easily spot opportunities to generate revenue from inforce assets
Manage risk and grow revenue from one digital insurance platform
Proformex is the only end-to-end digital solution maximizing value from your inforce business by connecting you and your teams to the critical, actionable data you need to:
Death Benefit
Cash Value AUM
Annual Premium
Carriers
Proformex aggregates, consolidates, and visualizes information from several sources, the largest of which are carrier data feeds. We currently receive feeds from more than 25 approved carriers and are actively working to gain access to others.
AIG | Jackson | North American | Security Benefit Life |
Allianz | John Hancock | Pacific Life | Securian |
Allstate | Lincoln National | Penn Mutual | Sun Life |
AXA / Equitable | Minnesota Life | Principal | Symetra |
Banner | MONY Life | Protective | Transamerica |
Delaware Life | Mutual of Omaha | Prudential | Western & Southern/Integrity |
Genworth | Nationwide | Sammons Financial Group | COMING SOON |
We'd love for you to see the Power of Proformex in action.