Protect client best interests while growing your business
Gain actionable insights to help fuel growth for you and your advisors
Easily spot opportunities to generate revenue from inforce assets
Manage risk and grow revenue from one digital insurance platform
Consolidate your book into a secure, centralized location and reap the benefits of having access to all your inforce data in a single system of record. Our platform prioritizes your data for you, making it the only solution that aligns clients’ best interests with advisors’ revenue growth.
Proformex is the leading inforce policy management platform offering data aggregation, analytics, and portfolio monitoring for life insurance and annuities.
The platform is purpose-built to help independent life insurance and advisory firms protect their clients’ best interest and ensure regulatory compliance by monitoring individual policy performance, identifying at-risk policies, and uncovering new sales opportunities. Our solutions make inforce management more efficient, more profitable, and result in better experiences for policy owners.
“Proformex is a game-changer for me in that life insurance is something that still needs to be sold. I wanted to take the salesmanship out of it, and that’s what this system does. It’s not Randy Hester telling our policy holder 'This is a better product'; it’s Proformex giving them a clear snapshot of what they have. Rather than approaching this from the perspective of a salesman, I can now approach my clients as an advisor, and Proformex gives me that credibility.”
Randy Hester, Managing Member, Universal Insurance Group, LLC
Mine Your Book of Business
Did you know up to 50% of annual production can come from within your existing book of business? Proformex identifies at-risk policies in need of modification or replacement.
Streamline Policy Reviews
Easily generate client-ready policy reviews for each and every policy in your book. Leverage automation to significantly reduce admin time spent per policy review.
Create a Unique Differentiator
Consumer demand for transparency is growing. Proformex shows your prospects that you have systems in place to provide them with the level of service they expect.
Get Data-Driven Insights
Access to accurate, up-to-date data provides endless benefits, but the most important of them all is that it enables you to be proactive in your client management.
Maintain Reg BI Compliance
Establishing a formal system of record for your inforce data helps ensure compliance with the industry’s strictest regulations, including best interest standards.
“Proformex helps us keep our clients at ease. They know that in addition to our diligence, we have another layer of security with Proformex continuously monitoring the performance of the policies in our care.”
Bob Larkins, CLU, ChFC, Managing Partner at Larkins & Larkins, LLC.
Learn more about pricing, features, integrations, onboarding, and more.
Uncovering Hidden Sales Opportunities and Reducing Risk Exposure
Protecting Your Clients' Best Interests AND Increasing Your Revenue
Unbiased Inforce Data to Help Clients Make Critical Decisions
7 Reasons Policy Management is Good for You and Your Clients
The Power of InsurTech for Better Inforce Policy Management
Why Proactive Policy Management Matters
We'd love for you to see the Power of Proformex in action.