Proformex is a platform built for the life insurance industry that revolutionizes inforce policy management for independent agents, advisors and trustees.
Our life insurance policy management software provides powerful portfolio analytics, individual contract monitoring and easy-to-use policy review reporting tools, putting oversight and control at your fingertips.
Expedites the life insurance review process which saves time, reduces policy admin cost, and uncovers product sales possibilities
Automates the Collection of Illustrations
Creates Client Ready Policy Reviews
Monitors Performance and Generates Alerts
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