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
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The Proformex Platform Helps Manage & Monitor

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$1.2T

Life Death Benefit Value

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$45B

Cash Value AUM

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$130B

Annuity Contract Value

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200+

Carriers

Leverage the Power of Carrier Data Feeds

Proformex aggregates, consolidates, and visualizes information from several sources, the largest of which are carrier data feeds. We currently receive feeds from more than 30 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

 

Trusted By Advisors, Distributors & Financial Institutions Worldwide

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Agency One

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First Protective

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ORG

Oswald

Ready to See Proformex in Action?

Proud to be Partnered With

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