“A One Stop Life Insurance Resource.”

Proformex Inforce

Proformex Inforce

Inforce Policy Management Platform

Proformex Inforce Policy Management Platform Find New Sales Opportunities

Features for Inforce Policy Mgmt:

  • Proactively Monitor Your Policies (Dashboard)
  • Uncover New Sales Opportunities
  • Statement & Illustration Ordering
  • Annual Policy Review (Presentation Package)
  • Portfolio Analysis
  • Client Reminder Notices

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.

For A Demo & Price Complete & Submit the Form Below or Call 1-402-740-7356

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