Life Insurance & Annuities Done Right

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

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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 you 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.

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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

Training

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

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

Download the White Paper

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Maximizing Client Service and Collaboration Among Partners with Proformex

Watch the Webcast