Since its founding, Proformex has focused on a single objective: to proactively identify problems with inforce life insurance policies, helping to protect policies against lapse, degradation and asset erosion.
Our powerful, on-demand platform is built to assist trusted advisors in monitoring, tracking and ongoing management of their clients' life insurance policies. By proactively monitoring policies against defined performance criteria, the solution provides actionable insights and uncovers opportunities resulting from advanced identification of at-risk policies, term conversions and policy lapses.
Whether you are an agent, advisor, trustee or fiduciary, Proformex can help you improve your post-sale client service, minimize fiduciary risk and uncover new opportunities with existing clients.
Top 10 Policy Administration Solution Provider
Insurance CIO Outlook
Cleveland Technology Award