Proformex

Proformex


Who Uses This Software?

Insurance Agencies, Wirehouses, and Fiduciaries


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Proformex
  • www.proformex.com
  • United States

About Proformex

Proformex is a platform built for the life insurance industry that revolutionizes inforce policy management for independent agents, advisors and trustees. Our life insurance policy management software provides powerful portfolio analytics, individual contract monitoring and easy-to-use policy review reporting tools, putting oversight and control Proformex helps you monitor, analyze and manage the performance of policies in a single, distribution-agnostic platform.


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Proformex Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Life & Health
  • Policy Management
  • Property & Casualty
  • Quote Management
  • Cancellation Tracking
  • Claims Tracking
  • Policy Generation
  • Policy Issuance
  • Policy Processing
  • Quotes / Estimates
  • Rating Engine
  • Reinstatement Tracking
  • Reinsurance Administration
  • Renewal Management
  • Underwriting Management

Proformex Reviews


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