Life Insurance & Annuities Done Right

Proformex provides you the data and tools you need to maximize value and client engagement from life and annuities.

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Enlighten Your View of Your Business


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.

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, 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.

Grow Revenues


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.

New White Paper

Accelerating Growth with Data and Advanced Analytics

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

Learn More About Our Solutions

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

Recommended Resources

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A New Framework for Proactive Management

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Accelerating Growth with Data and Advanced Analytics

Download the White Paper