Life Insurance Done Right

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

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Enlighten Your View of Your Business

Your life insurance 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 are performing and where to generate new customer value.

Turn Insights into Engagement

Proformex delivers the right information on the right policies at the right time. Actionable insights help you prevent lapsation, monetize term milestones, 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.

Deliver Superior Outcomes and Grow Revenues

Industry leading data aggregation and customized reporting help your teams bring life insurance into client-planning conversations. Grow revenues through cross-sells, up-sells, re-sells, and new product sales based on client need through increased insurance-related interactions. Protect your clients’ investment in life insurance by having the right information at all times.

New White Paper

Accelerating Growth with Data and Advanced Analytics

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

Learn More About Our Solutions

Protect the policy owner's interests by proactively monitoring the policy performance throughout the insured's life.

Recommended Resources


A New Framework for Proactive Management

Download the White Paper


Accelerating Growth with Data and Advanced Analytics

Download the White Paper