Life Insurance & Annuities Done Right

Proformex connects you with the data and tools you need to create new revenue.


Enlighten Your View of Your Business

Get comprehensive visibility of everything your advisors have sold across all carriers and all products. Data refreshes on a regular cadence from feeds, keeping policy and contract values current and accurate.

Turn Insights into Engagement

Proformex insights and analytics help you find and prioritize actionable information to identify key opportunities for your advisors to engage with clients on the right assets at the right time and generate new 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

Optimize Your Time and Attention to Improve Your Distributor-Advisor Relationships

Hear it From Our Customers

Leisure, Werden and Terry uses Proformex to surface actionable information to help drive meaningful engagement from distributor to advisor, and from advisor to policyowner.

Group 250@2x-1

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

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

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.


Confirm Carrier Mix and Hierarchy


Sign Letters of Authorization


Proformex Populates Policy Data in Platform


Best Practice Training to Engage Advisors

Recommended Resources


Optimize Your Time and Attention to Improve Your Distributor-Advisor Relationships

Download the White Paper


Maximizing Client Service and Collaboration Among Partners with Proformex

Watch the Webcast