Proformex

Proformex is a comprehensive digital insurance platform that facilitates the management and growth of life insurance and annuity businesses. Designed for agents, distributors, financial institutions, broker-dealers, and carriers, Proformex provides actionable insights and data-driven solutions that improve client relationships, grow revenues, and mitigate risks. With the capability to manage over $1.2 trillion in life death benefit value, the platform connects users with critical data from multiple carriers. Its focus on personalized engagement and automation simplifies the insurance management process, ensuring that advisors are supported in making informed decisions. Proformex continuously improves its software offerings to enhance user experiences while prioritizing the protection and benefits for policyholders. The platform represents an innovative approach to the policy review process, driving efficiency and effectiveness in the life insurance sector.
Proformex also offers resources for training and support, enabling users to fully utilize the platform's capabilities. The commitment to growth and integrity underpins their mission to empower the life insurance community through technology, making it easier for advisors to serve their clients effectively.