Proformex
Data aggregation and portfolio monitoring platform for in-force life insurance and annuity policies.
Overview
Proformex is a data and technology platform built for the life insurance and annuity industry that consolidates in-force policy data from multiple carriers into a single view. It provides analytics and automated alerts for events like premium lapses and renewals, enabling agents, advisors, trustees, and financial institutions to monitor policy performance and identify potential issues.
The platform offers configurable dashboards and cancellation/renewal tracking. It is used by independent agents, BGAs/GAs, broker-dealers, IMOs, and fiduciaries, and is SOC 2 Type 2 certified, having maintained this certification for five consecutive years as of early 2026.
Key Features
- + Aggregates life insurance and annuity policy data from multiple carriers
- + Portfolio-level dashboards and configurable reporting
- + Automated alerts for premium lapses and policy renewals
- + Cancellation and renewal tracking
- + Billing and invoicing support
- + SOC 2 Type 2 certified security