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
"There are many features Proformex has that I would consider total game changers, but the most important, in my opinion, is that they enable first-party requests. In addition, the complete functionality that this tool provides is revolutionary to the industry. I am a big fan!"
~ Brittany Massaro, Coastal Insurance Consulting, Inc.
Why should an advisor choose to work with you? If you’re not differentiating yourself from your competitors, you’re falling behind. The Proformex inforce management platform can help you attract and retain top advisors by providing a technological advantage that drives revenue, efficiency, and client satisfaction.
In the new social distancing world, advisors need systems that transcend paper and provide digital options for policy management and service while protecting client data.
With the ongoing and significant regulatory changes in the life insurance industry, documentation and process form the backbone of proving compliance in a multi-carrier environment. Having a secure, centralized location to store and manage clients’ inforce data and track policy performance assures you have the documentation you need to meet evolving compliance standards.
By equipping your advisors with a technology that streamlines and automates tedious, but necessary, tasks, you empower them to spend time where they’re most effective – in direct client interactions. You are putting the power in their hands to best support their clients and the growth of their business.
Lack of timely, quality, easily accessible information continues to frustrate our industry – from BGA to agent to client. Offering unprecedented access to inforce data helps keep everyone informed and ensures any changes made are based on accurate and up to date data.
Quickly identify policies in good standing so you can focus time on the policies that need attention. Actionable data helps you identify where changes are needed or opportunities exist.
New and evolving regulations can create risk and liability from your advisors’ books of business. Help your advisors remain in good standing with our industry’s most stringent standards.
We don’t just aggregate the data, we enrich it. Access robust insights with one click and analyze your book, making it clear where action is needed.
Your advisors want to grow their book of business without growing their expenses. Leveraging technology that automates manual processes helps you become the partner they need to deliver on both.
Having a centralized location for inforce data between you and your advisors makes it easier to collaborate and grow their business and in turn, increase your revenue.
Carriers are making changes that can harm inforce policies. Proactively identify trends and issues within your advisors’ books of business before it’s too late to take corrective action or an opportunity is missed.
Time is money. Cut down on time wasted on hold with carrier service centers or searching endlessly on carrier websites. Put the information advisors need at their fingertips in a single system regardless of carrier.
We'd love for you to see the Power of Proformex in action.