"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.”

Plans

Professional

Top Agencies, Fiduciaries & Trustees

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

 

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Most Popular

Premium

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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Basic

Developing Producers & Agents

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

 

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Platform Features

Features Professional Premium Basic
Multi-carrier, Multi-distributor Policy Database
Client Contact Management
Document Management
Statement & Illustration Ordering
Policy Monitoring Dashboard
Policy Performance Alerts
Portfolio Analytics
Policy Notes
Policy Tasks
Customizable Policy Reviews  
Internal User Reminder Notifications  
External Client Reminder Notifications  
Custom Folders for Multi-policy Clients  
ILIT Trust Administration    
Premium Gift Reminders    
Crummey Notifications    
Customizable Crummey Letters    
Trustee Log-in Access & Dashboard    

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