Proformex 2026: Benefits, Features & Pricing

Proformex stands as the unrivaled leader in inforce management platforms, providing unparalleled data aggregation, advanced analytics, and comprehensive portfolio monitoring for life insurance and annuities. Specifically designed to meet the unique needs of the life insurance community, Proformex empowers professionals to safeguard their client's best interests, ensure regulatory compliance, and unlock new sales opportunities through diligent monitoring of individual policy performance.

With Proformex, users gain access to a robust platform equipped with cutting-edge features. The platform excels in aggregating crucial data from diverse sources, enabling a comprehensive view of policy portfolios. Through sophisticated analytics, Proformex offers actionable insights, empowering users to identify at-risk policies, mitigate potential risks, and proactively address any challenges that arise.

Furthermore, Proformex goes beyond traditional inforce management platforms by actively seeking out new sales opportunities. By leveraging its powerful analytics capabilities, Proformex uncovers hidden potential within existing policy portfolios, guiding professionals towards untapped revenue str...