"Without Proformex’s help, we would have never known about the exorbitant premium increase required to keep the policy in force - Proformex helped us identify all our options so that we didn’t have to surrender the policy for no cash value.”

Proformex Plans


Developing Producers & Agents

Get visibility into your inforce portfolio, with policy analytics, monitoring, alerting, illustration ordering and document storage.

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Most Popular


Experienced Producers & Agents

Proactively manage your entire inforce portfolio and provide top notch client service in an efficient, cost-effective manner.

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Top Agencies, Fiduciaries & Trustees

Monitor and manage your inforce operations with sophisticated analytics, inforce monitoring and TOLI management.

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Platform Features

Features Professional Premium Basic
Multi-carrier, Multi-distributor Policy Database
Client Contact Management
Document Management
Statement & Illustration Ordering
Multi-carrier Document Request Tracking
Policy Monitoring Dashboard
Policy Performance Alerts
Annual Policy Review
Portfolio Analytics
Internal Reminder Notifications  
Client Reminder Notifications  
Custom Folders for Multi-policy Clients  
Policy Notes  
Policy Tasks  
Annual Policy & Coverage Review  
Custom Branded Logo, Disclosures & Cover Pages  
Carrier Form Requests  
ILIT Administration    
ILIT Policy Review    
Premium Gift Reminders    
Crummey Notifications    
Policies Included 200 200 200

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