Life Insurance & Annuities Done Right

Proformex provides you the data and tools you need to maximize value and client engagement from life and annuities.

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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 and contract values current and accurate in a centralized, secure location.

Turn Insights into Engagement


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.

Grow Revenues


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.

New White Paper

The Missing Broker-Dealer Puzzle Piece: Inforce Policy Management 

Simple Steps, Big Results.

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.

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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

Why 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

Enterprise Data Security

  • 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 asset data at every level of your organization’s hierarchy

Recommended Resources

px-new-framework-for-proactive-mngmt-whitepaper

A New Framework for Proactive Management

Download the White Paper

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The Missing Broker-Dealer Puzzle Piece: Inforce Policy Management 

Download the White Paper