Proformex Life Insurance Policy Management Software
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“A One Stop Life, Health, and Annuity Resource.”
Proformex is a platform built for the life insurance industry that revolutionizes inforce policy management for independent agents, advisors, and trustees. Our in-force policy management software provides powerful portfolio analytics, individual contract monitoring, and easy-to-use policy review reporting tools, putting oversight and control at your fingertips.
When was the last time you reviewed and managed your client’s in-force policies?
White Paper: The Policy Review Dilemma
Due to its complex and time-consuming nature, most agents are not focusing their energy on ongoing policy performance monitoring. But policy monitoring is crucial to meeting policy owner expectations throughout the life of their contract. To learn more about how automating policy performance with a solution like Proformex can help, download our latest white paper.
