Proformex uses a combination of powerful technology, expansive industry partnerships, and robust data and analytics to transform life insurance distribution as we know it. Learn more in the video below!
Proformex is a cost-effective way for general agents and broker-dealers to enhance their distribution models across 5 key areas:
Book of Business Capitalization
Proformex efficiently analyzes all your policies then provides actionable analytics and powerful insights to drive new sales.
Attracting & Retaining Producers
Proformex gives producers complete visibility across their entire book of business, helps them generate revenue, and provides a succession planning process for practice valuation and transition.
Inforce Policy Monitoring & Management
Proformex automates the ordering of statements and illustrations, monitors individual policy performance and identifies potential policy issues.
Portfolio & Policy Reporting
Proformex simplifies and automates the review process, saves time, and generates client ready reporting for better client interaction and enhanced perceived value.
Reg BI Compliance Standardization
Proformex reduces liability concerns by mitigating risk exposure with embedded suitability monitoring, formalized oversight procedures, and process controls for recommendations.
To learn more about how Proformex enhances distribution, visit our website and schedule a demo.