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Proformex provides life insurance inforce policy management solutions to independent agents, financial advisors and trustees. Our carrier and distribution agnostic platform enables customers to securely store, manage and analyze their entire inforce book of business in one place. Designed to expedite the policy review process and proactively alert customers of potential problems with their client’s life insurance policies, Proformex protects policies against lapsing, degradation and asset erosion.

Key Features

Comprehensive portfolio visibility

Automated alerts & notifications

Policy reviews & analytics

Key Benefits

  • Proactively monitor your policies - Monitor your clients' inforce policies against their objectives and goals to ensure the contracts perform as intended.
  • Establish compliant processes - Our automated policy review process provides consistent, valueable reporting to your clients and demonstrates that you're actively managing their portfolio with their best interests in mind.
  • Uncover new opportunities - By continuously monitoring inforce policies, our software can identify new sales opportunities within your existing book for conversions, remediation activities, term lapses, and much more.



Product/Service details