Your book is growing.
Now what?

Put your clients first with the all-encompassing inforce policy management platform that grows with you.


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How does Proformex help you manage inforce life insurance policies?

Access Complete Portfolio Visibility

Access Complete
Portfolio Visibility

Quickly search for a policy and have a snapshot of its true performance in one place, regardless of carrier or distribution channel.

Monitor Policies and Schedule Reminders

Proactively Monitor Policies
and Schedule Reminders

Monitor your entire book at once; never miss a premium with our reminders. Set notes and tasks so that nothing slips through the cracks.

View Policy Analytics & Reviews

View Policy Analytics
and Reviews

Quickly filter your book to streamline your workday. Generate a client-ready policy review that is easy to understand and adds value.

The Power of Proformex

Power of Proformex


“There is no service we provide that is more labor-intensive and frustrating than manual inforce policy management.”

Tom Gray, CEO & Founder of Employee Pooling

Top 5 Ways Proformex Benefits You

Proformex Platform Overview

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1. Strengthens Relationships

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2. Generates Revenue


3. Protects Your Reputation

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4. Automates Policy Reviews

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5. Minimizes Fiduciary Risk


Schedule a Demo