Life Insurance Done Right

Proformex provides you the data and tools you need to maximize value and opportunities from inforce information.

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Enlighten Your View of Your Business

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 values current and accurate in a centralized, secure location.

Turn Insights into Engagement

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.

Grow Revenues

Industry-leading data aggregation and customized reporting help your independent advisors bring life insurance into client-planning conversations. Quickly surface cases that can generate additional revenue. Protect policyowners’ investment in life insurance by having the right information readily available at all times.

New White Paper

The Missing Broker-Dealer Puzzle Piece: Inforce Policy Management 

Simple Steps, Big Results.

We’ve removed the guesswork from proactive policy management. Get started with only a few data points. Then, we simplify everything — ongoing data gathering, policy updates, notifications — so you’re ready to engage your advisors. Your dedicated customer success representative will be with you at every step to ensure you’re getting the results you need.

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Confirm Carrier Mix and Hierarchy

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Sign Letters of Authorization

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Proformex Populates Policy Data in Platform

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Best Practice Training to Engage Advisors

You Should Partner with Proformex

Easy Onboarding

  • Rely on our in-house industry experts to understand your goals to ensure a smooth implementation and your long-term success with Proformex
  • Access our on-demand Knowledge Base for educational and training materials to help you maximize your use of Proformex

Carrier Relationships

  • Proformex is the market leader in inforce data management
  • We’ve partnered with all leading life and annuity carriers and are constantly expanding our data partnerships
  • We connect you to critical information so you can make better, more informed decisions for your clients

Your Data is Protected

  • Proformex is trusted by the largest banks, broker-dealers, and wealth managers
  • SOC II Type 2 certified, we enable institutional-grade security, compliance, and control of your client and policy data at every level of your organization’s hierarchy

Recommended Resources


A New Framework for Proactive Management

Download the White Paper


The Missing Broker-Dealer Puzzle Piece: Inforce Policy Management 

Download the White Paper