Proformex is transforming the way the life insurance community sells and manages life insurance policies. By aggregating client data across multiple carriers, distributors, and product types, Proformex provides its users with:
Proformex enables the life insurance community to take a proactive approach to inforce management whereby advisors and distributors are armed with objective data that tells them which policies need their attention most, and what they and their clients should consider in terms of corrective action for underperforming policies.
Ultimately, the Power of Proformex is that it is the only insurtech solution that aligns clients’ best interests and changing needs with advisor and distributor revenue growth.
We can accurately estimate your potential ROI from Proformex in new revenue generated and time saved if you answer just a few questions about your business. It'll take less than 5 minutes of your time and all information you share with us is kept confidential!