Proformex

Insurance - Cleveland, OH, US

Proformex Details

Proformex is the leading policy 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.

Proformex logo, Proformex contact details
Website: proformex.com
Employees: 50 - 99
HQ: 866-998-8654
Location: Cleveland, OH, US
Revenue: 5 - 10 Million
Proactive Policy Monitoring and Management Fiduciary Support Technology Third Policy Reporting Life Insurance Performance Tracking fintech
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