Proformex provides you the data and tools you need to maximize value and client engagement from life and annuities.
Get comprehensive visibility of everything your independent advisors have sold through you across all carriers and all products in one place. Data refreshes on a regular cadence from feeds, keeping policy and contract values current and accurate in a centralized, secure location.
Proformex insights and analytics help you find and prioritize actionable information to share with your advisors. This gives them the data they need to help make insurance and annuities a part of the client planning conversations, leading to increased client value.
Data-driven decisions will deliver the best possible outcomes for policy and annuity owners and uncover opportunities for you to generate additional revenue without seeking new client relationships. Empower your teams with the information they need to generate upsells, cross-sells, re-sells, and new referrals.
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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|
|Delaware Life||Mutual of Omaha||Prudential||Western & Southern/Integrity|
|Genworth||Nationwide||Sammons Financial Group||COMING SOON|
With Proformex, getting to value is simple. We aggregate and visualize your carrier data and deliver actionable insights for you to quickly identify client engagement points and opportunities for new revenue.