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Proformex is the leading inforce management platform offering data aggregation, analytics, and portfolio monitoring for life insurance and annuities. The platform is purpose-built to help independent life insurance and advisory firms protect their clients’ best interest and ensure regulatory compliance by monitoring individual policy performance, identifying at-risk policies, and uncovering new sales opportunities. Our automated solutions make inforce management more efficient, more profitable, and results in better experiences for policy owners.
More Resources:
- Inforce policy management from a general agency’s perspective – Cathy Neifeld Webcast
- Engaging with the policy owner throughout the life of the policy, not just at point of sale – Dustin Johnson Webcast
- From Survive to Thrive – Panel Discussion with leaders at AgencyONE, One Resource Group, and Lion Street