Transforming How the World Services Life Insurance & Annuities

Empowering Banks, Broker-Dealers, Distributors, RIAs and Independent Advisors with Unmatched Data-Driven Insights

Proformex is the only end-to-end digital solution maximizing value from your life and annuity business by connecting you and your teams to the critical, actionable data across all carriers and products you need to:

• Improve client relationships
• Grow revenues
• Protect and maximize value of clients’ investments
  
• Mitigate risk & liability

Agents & Advisors

Spend less time gathering policy information. Get monthly breakdowns of important milestones in your life insurance business – like upcoming anniversaries, premium payment dates, and term conversion end dates. Never miss an opportunity to create meaningful client engagement.

Distributors

See the most personalized view of your life insurance business at scale. Get alerts to bring the most timely and relevant insights to your attention at the right time. Empower your advisors with information they need to make client engagement more meaningful.

Broker-Dealers

Easily manage potential risks from inside the insurance business. Spot opportunities to generate revenue from inforce assets. Access and share actionable, timely insights to help advisors bring life insurance to the forefront of planning conversations with clients.

Financial Institutions

Put your life insurance policy management on auto-pilot with Proformex. Protect your clients’ investments in insurance. Safeguard your firm’s reputation. Simplify insurance for your advisors.