Privacy Policy

Proformex respects and does our upmost to protect the private, personal information we collect.  Information about what we collect and how we protect it is below.

Information Collected

As providers of life insurance policy management software, Proformex may gather and store information related to life insurance policy owners, insureds, beneficiaries and to the policy or contract itself. This information may include: personal data, such as name, address, date of birth, email address; and/or policy data such as insurance or annuity contract numbers, values, riders, benefits, policy dates, tax id numbers, and policy illustrations.

Information may be collected directly from insurance companies, various wire service providers of insurance policy data, insurance agents, third parties, publicly available sources, our customers and/or their clients. 

Proformex collects data under the direction of its customers and has no direct relationship with the life insurance policy owners, insureds, beneficiaries and other such policy-interested parties whose personal data we process.  If you are a client of one of our customers and would no longer like to have your information processed by Proformex, please contact the customer you interact with directly or email us at

Information Security

We have various administrative, physical and technical safeguards in place to protect the private information which we collect.  Our employees and associates are trained to protect and respect any and all information collected.  We have also implemented industry-standard security measures such as encrypted storage, firewalls, password protection, intrusion detection, penetration testing and log checks to safeguard the confidentiality of personal information. 

Policy Towards Children

Personal information relating to people under the age of 18 may be processed by Proformex, although our services are not directed to minors.  If you believe that a minor has acquired passcodes for Proformex, please contact us at  and we will take steps to terminate the child’s account.  

Use of Information

We use the policy information collected and stored in our software to assist insurance agents, fiduciaries, policy owners, policy insureds, and other policy-interested parties in the management and monitoring of insurance policies. The information we collect will only be shared with persons holding a legal or beneficial interest relating to a policy and persons acting in a fiduciary or representative capacity in connection with a policy, unless disclosure is otherwise approved by such party. We may share information with third parties that perform services on our behalf, but only to the extent necessary to perform such services, and only pursuant to obligations mirroring the protections of this Privacy Policy.

We may also share information with our affiliates, which are identified in the final paragraph of this privacy policy.

We will share the information when required by law or regulation. We will NOT sell or share information with any unaffiliated company for any marketing or for solicitation purposes. We do not share information of former customers.

We may use, analyze, or disclose non-personably identifiable, non-customer-identifiable, aggregate data collected in our software.

In the event that Proformex is involved in a bankruptcy, merger, acquisition, reorganization or sale of assets, the data stored by Proformex may be sold or transferred as part of that transaction. The promises in this Privacy Policy will apply to all the personal information as transferred to the new entity.

Information Retention

We will retain the personal data we collect on behalf of our customers for as long as needed to provide services to our customers.  We will retain and use this personal information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements. 

Information Review

Upon request, Proformex will provide you with information about whether we hold or process on behalf of one of our customers, any of your personal information.  To request this information please contact us at

You may access, correct or request deletion of your personal information by contacting us at  We will respond to these requests within a reasonable timeframe. 

Requests must include your full name, policy contract number and Insurance carrier.  We may require additional information before releasing the information to you. 

California Privacy Rights:  Under California Civil Code sections 1798.83-1798.84, California residents are entitled to ask us for a notice identifying the categories of personal customer information which we share with our affiliates and/or third parties for marketing purposes, and provide contact information for such affiliates and/or third parties. If you are a California resident and would like a copy of this notice, please submit a written request to the following address: 1001 Lakeside Ave. E #1010 Cleveland, Ohio 44114.

Proformex Affiliates

Proformex is part of a family of companies which provide this notice to you.  Affiliated firm names which are a party to this notice are Proformex and PolicyGuard.