Proformex connects you with the data and tools you need to create new revenue.
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.
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.
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.
Leisure, Werden and Terry uses Proformex to surface actionable information to help drive meaningful engagement from distributor to advisor, and from advisor to policyowner.
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.