Proformex

The Industry Standard for Inforce Policy Management

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