Life Insurance & Annuities Done Right

Proformex provides you the data and tools you need to manage your clients' policies and annuities over their lifetime.

Group 233@2x

Drive the Right Action at the Right Time 

Comprehensive visibility allows you to see everything you’ve sold across all carriers and products in one place. Track policies and contracts to client needs. Identify risks and opportunities that create meaningful engagements with your clients. Analytics, custom reporting, and intelligence let you find and prioritize the most critical opportunities to enhance client engagements and deliver meaningful outcomes.

Save Time and Improve Client Service

Our system streamlines workflows so you spend less time waiting on carriers and have information updated regularly. We let you focus on creating meaningful engagements with your clients while delivering proactive service to meet their needs.  

Create Meaningful Client Interactions

Drive meaningful engagements with reporting your clients will understand without spending hours on admin. Our reporting tools simplify the sales process so you can capitalize on new revenue opportunities within your business – upsells, cross-sells, new product sales, and referrals.

New White Paper

4 Things Every Advisor Should Be Asking Their Clients

Hear it From Our Customers

York International Agency used Proformex to grow their life insurance portfolio (generating tens of thousands of dollars in additional revenue in just three months) and simplify their day-to-day operations.

Group 250@2x

Simple Steps, Big Results.

We’ve removed the guesswork from proactive management of protection assets. Get started with core data points. Then, we simplify everything so you’re ready to engage your clients. Your dedicated customer success team will be with you at every step to ensure you’re getting the results you need.


Gather 5 Core
Data Points


Platform Set Up
and Training


Drive Client Engagement
and Value

Learn More About Our Solutions

Protect the client’s interests by proactively monitoring the performance of their protection assets throughout their life.

Recommended Resources


Three Ways to Increase Sales Through Policy Service

Download the White Paper


Using Proformex for fingertip access to accurate, up-to-date policy values

Watch the Webcast


Four Foundational Elements of Ongoing, Proactive Client and Policy Servicing

Download the White Paper