Proformex provides you the data and tools you need to maximize value and client engagement from life and annuities.
Your life insurance and annuities information is valuable, and Proformex is the expert in connecting you to it. We aggregate and visualize data from all leading carriers to create a consolidated, comprehensive view of your business. Easily and quickly see how your policies and contracts are performing and where to generate new customer value.
Proformex delivers the right information on the right policies at the right time. Actionable insights help you prevent lapsation, monetize term milestones, capitalize on your annuity contracts and proactively address policies trending at-risk. Instantly analyze your business through custom reports and use alerts and notifications to seamlessly begin creating advisor and client engagement.
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.
Protect the policy and annuity owners’ interests by proactively monitoring asset performance over time.