Proformex provides you the data and tools you need to maximize value and opportunities from inforce information.
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.
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.
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.
Leisure, Werden and Terry uses Proformex to surface actionable information to help drive meaningful engagement from distributor to advisor, and from advisor to policyowner.
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.