Proformex
Proformex is the leading inforce management platform offering data aggregation, analytics and portfolio monitoring for life insurance.
What is Proformex?
Proformex is the leading inforce management platform offering data aggregation, analytics, and portfolio monitoring for life insurance and annuities. The platform is purpose-built to help the life insurance community protect their clients best interest and ensure regulatory compliance by monitoring individual policy performance, identifying at-risk policies, and uncovering new sales opportunities.
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Features
Contact Management
Document Management
Insurance Policy Management
Policy Management
Quotes/Estimates
Billing & Invoicing
Cancellation Tracking
Renewal Management
FAQ
The official website of Proformex is https://www.proformex.com/
Proformex belongs to the Insurance, Insurance Policy category.
Proformex offers features such as Contact Management, Document Management, Insurance Policy Management, Policy Management, Quotes/Estimates, Billing & Invoicing, Cancellation Tracking, Renewal Management.
No, Proformex does not offer a free trial.
Need help choosing this software?
Have questions about features, pricing, integrations, or implementation? Send an enquiry to the vendor and get the information you need.
Pricing
Starting at:
$3000
Free Trial Available