Life Insurance Done Right

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

Group 233@2x

Enlighten Your View of Your Business

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

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

Data-driven decisions between your advisors and their clients will deliver the best possible outcomes for policyowners and uncover opportunities for you and your advisors to generate additional revenue without seeking new client relationships.

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

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.


Confirm Carrier Mix and Hierarchy


Sign Letters of Authorization


Proformex Populates Policy Data in Platform


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


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