top link

Proformex: The New Standard For
Life Insurance Policy Management

Proactive Management. Simplified.

Until now, monitoring life insurance policy performance has been both time consuming and costly. This, combined with an upfront commission structure along with the ever-changing insurance landscape, has led to a wait-and-see approach to policy management.

Proformex was designed in response to this disconnect and designed specifically to provide trustees, advisors, insurance carriers, BGAs, as well as banks and broker dealers with a turnkey solution to solve the problem of ongoing policy monitoring and fiduciary management support.

The Solution

Proformex was created to ensure your life insurance contracts are actively managed each year so you have the timely policy information you need to make informed decisions.

Click the link to our video below and see why Proformex can be a difference maker in your business.

How Proformex works

Proformex simplifies the complexities typically associated with on-going policy management by leveraging intuitive and easy-to-use technology for better portfolio oversight and control.

If you are interested in learning more about how the Proformex engine can impact your firm, download the below brochure on how Proformex works.

Benefits of Proformex

Policy Guidelines & Benchmarking

Many policies may not be performing as they were designed to perform when they were sold. Proformex allows policy owners and their advisors to set guidelines and the system alerts them when the policy falls below those guidelines.

Document Storage & Retrieval

Copies of insurance policies, annual statements, policy illustrations, trust documents and all other policy related materials can be archived in folders within Proformex. These documents are safely stored and always accessible.

Carrier Monitoring

Comdex ratings are updated quarterly to identify any carrier within the portfolio that have rating changes throughout the year.

Management Reminders

Proformex can send system-generated reminders such as gift reminders, Crummey Letters, premium reminders or custom reminders which all can be created on an individual policy basis.

Translate »