Inforce Management for IMOs

"Producers should not be asking “why should I use Proformex?”, but rather “why wouldn’t I use Proformex?” The fact is that independent life insurance producers with a book of inforce policies that span multiple carriers, products and years in business need this solution. Proformex provides life insurance producers and their clients the most efficient solution to make informed, data-driven decisions about their coverage."
~ Scott Weber, Lion Street

Segment D

You need to differentiate yourself from your competitors

In such a tight marketplace, you’ve got to find ways to stand out to attract and retain top agencies. If you aren’t finding and implementing the world-class technology solutions that your competitors are, you’re falling behind. Become a more appealing partner by staying ahead of the InsurTech curve.

Downline Value Add@2x

Downline Value-Add

If you want the best General Agents (GA) and Brokerage General Agents (BGA) to choose to work with you, you have to provide value-added services to them. Inforce policy management technology that offers robust data and analytics is exactly the kind of service you should leverage to become the partner BGAs and GAs need.


Marketing Tool

Even the best value-added services won’t be enough to convince potential partners to work with you. BGAs and GAs want to be self-sufficient and access information on their own terms. An inforce policy management platform like Proformex provides BGAs and GAs with that immediate market intelligence as well as unprecedented visibility into their downline books of business, showcasing opportunities they would never have uncovered.

You need a better way for your agencies to mine their books of business

If your agencies aren’t mining their books of business, they’re missing countless opportunities for new business. Providing a best-in-class platform like Proformex helps firms see a 25x increase in annual revenue from their inforce business.

Ease of Data@2x

Ease and Immediacy of Current Data

Providing your agencies with tools to quickly gather information for client service allows them to spend more time on revenue generating activities. Help them get out of carrier websites, endless phone queues, and paper files so they can be engaging with clients.

Opportunity Identification@2x

Opportunity Identification

Quickly identify revenue generating options that clients can choose to execute like term conversions, improved pricing versus an existing policy, enhanced guarantees or more.

Market Intelligence@2x

Market Intelligence

Visualization of your downline lets you identify sales trends, spot exposures to detrimental carrier actions on inforce policies, and more. Quickly spot agency partners that have more problematic policies to develop intervention plans and strengthen your value as a resource.

You need consolidated visibility

In today’s world, people not only expect but demand visibility and transparency. But for life insurance, that has been difficult to achieve across the life insurance distribution chain. Offering visibility into inforce data and policy performance analysis is a gamechanger for everyone – from carrier to client.

Single Source of Truth@2x

Single Source of Information

Historically, the life insurance industry has been plagued by fragmented, incomplete data sharing. The Proformex inforce policy management platform was developed to solve this problem by consolidating policy data across all sources (regardless of carrier or distribution channel) and securely store it in one place.


Complete Book of Business Visibility

As your portfolio of clients grows, it is imperative to maintain high-level visibility over all the people, products, and assets under your care. Proformex offers that higher level of visibility that makes your portfolio much more manageable in a simple, sustainable way.

Learn More About Proformex