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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