Get the Right Insights on the Right Policies
at the Right Time

Proformex is the solution capable of managing insurance and annuity assets at scale.


Discover Our Process


Consolidated Visibility

Our platform lets you see all your policies and annuities in one place, regardless of carrier or product type.


Actionable Insights

Our intelligence helps you analyze your book to identify potential risks and opportunities that need action.


Automated Alerts

Our configurable alerts automatically notify you about critical events for your advisors and their clients.


Client Deliverables

Customizable, client-friendly reports enable meaningful engagement with advisors and clients.

Powering Your Path to Success

Reduce Risk

What you don’t know won’t hurt you…until it does. Proformex can reduce your firm’s risk exposure by uncovering key insights on policy performance before it’s too late. Don’t rely on carrier notices for premature lapses. Keep your teams informed on current policy and contract status and empower them with the insights they need to engage proactively with clients whose assets need action.

Enhance Client Service

Proformex gives you insights on opportunities you would otherwise not be aware of. Take those insights and turn them into better outcomes for clients. Ensure clients have appropriate coverage based on their changing needs over time and help keep everything on track with notifications to uncover policies and contracts that need action before it’s too late.

Grow Revenues

Your inforce book is an active asset class ripe with opportunity – like term milestones, annuity milestones, and more. With a system like Proformex in place, you can capitalize on these opportunities at scale. Through conversions, upsells, cross-sells, re-sells, and referrals, you will generate new commissions.

Protect Future AUM

By closely monitoring clients’ policies and staying ahead of any potential risks and opportunities, you can protect future AUM with the next generation. Gone are the days of fearing an unforeseen lapse that could irrevocably damage a client relationship. With Proformex, nothing will slip through the cracks.

Leverage the Power of Carrier Data Feeds

AIG Jackson North American Security Benefit Life
Allianz John Hancock Pacific Life Securian
Allstate Lincoln National Penn Mutual Sun Life
AXA / Equitable Minnesota Life Principal Symetra
Banner MONY Life Protective Transamerica
Delaware Life Mutual of Omaha Prudential Western & Southern/Integrity
Genworth Nationwide Sammons Financial Group MORE COMING SOON

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. We have a rigorous and comprehensive information security program overseen by a dedicated information security officer.

As a SOC II Type 2 certified solution, we enable institutional-grade security, compliance, and control of your client and asset data at every level of your organization’s hierarchy.

Trusted Partner

Proformex is more than just a vendor. We are a trusted partner to some of the largest financial institutions, wealth managers, and RIAs.

Our platform has helped save thousands of policies and strengthened countless relationships between clients and firms. The best practices we’ve established are ready to be implemented efficiently and quickly, and are nimble enough to be tailored to an institution’s needs.

Recommended Resources


A New Framework for Proactive Management

Download the White Paper


Accelerating Growth with Data and Advanced Analytics

Download the White Paper

Learn More About Our Solutions

Protect the policy and annuity owners’ interests by proactively monitoring asset performance over time.