LifeGuide

LifeGuide

CompuOffice Software
5.0 out of 5 stars
LifeGuide Proformex

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LifeGuide:

About

The LifeGuide® Professional software is produced independently of all insurance sales and marketing organizations, without any direct or indirect affiliations with any insurance marketing organization. The primary focus is to benefit the insurance buying consumer in the most objective, complete and professional manner. As a consequence, LifeGuide® subscribers enjoy the widest and continuously increasing service and competitive edge and advantage. The LifeGuide® Professional Software covers the entire range of life insurance products. No other independently produced life insurance research, comparison and information software in Canada provides the number of products, the number of companies and the level of comprehensive research and comparison facilities, features and tools that are provided to professionals on the LifeGuide software. The range of products on LifeGuide includes:
Proformex:

About

User-friendly technology that helps you simplify post-sale servicing. A single, secure system of record and reporting for your life insurance and annuities data.
LifeGuide:

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Proformex:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
LifeGuide:

Audience

Insurance industry companies seeking a solution to manage their operations
Proformex:

Audience

Insurance service platform for modern advisors
LifeGuide:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported
Proformex:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
LifeGuide:

API

Offers API Not Supported
Proformex:

API

Offers API Not Supported
LifeGuide:

Screenshots and Videos

Proformex:

Screenshots and Videos

LifeGuide:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Proformex:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
LifeGuide:

Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
Proformex:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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LifeGuide:

Pros & Cons from Real Users

Pros

  • LifeGuide is accurate and reliable. It includes extensive qualitative and quantitative information about more than 2,600 life insurance and related offerings by the widest array of insurance companies. The innovations and features of LifeGuide are unmatched, and it is very well worth the price of the annual subscription.

Cons

  • There is no free trial, and support is not available on Saturdays
LifeGuide:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
Proformex:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
LifeGuide:

Company Information

CompuOffice Software
Founded: 1989
Canada
www.compuoffice.com
Proformex:

Company Information

Proformex
Founded: 2016
United States
www.proformex.com
LifeGuide:

Alternatives

Compulife

Compulife

Compulife Software
Proformex:

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LifeGuide:
Proformex:
InsureEdge

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4.2 out of 5 stars
LifeGuide:
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i-underwrite

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Proformex:
AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc
LifeGuide:
Proformex:
LifeGuide:
InsurancePlus Software Series

InsurancePlus Software Series

United Systems and Software
Proformex:
AUSIS

AUSIS

Artivatic.ai
5.0 out of 5 stars
LifeGuide:

Categories

Proformex:

Categories

LifeGuide:

Insurance Underwriting and Rating Features

Broker / Agent Portal Supported
Carrier Upload Not Supported
Commercial Lines Not Supported
Comparative Insurance Rating Supported
Customer Portal Not Supported
For Casualty Insurance Not Supported
For Health / Medical Insurance Supported
For Life Insurance Supported
For Personal Insurance Supported
Multi-State Not Supported
Multiple Line Rating Supported
Proformex:

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Not Supported
Contact Management Supported
Document Management Supported
Insurance Rating Not Supported
Life & Health Not Supported
Policy Management Not Supported
Property & Casualty Not Supported
Quote Management Supported

Insurance Policy Features

Cancellation Tracking Supported
Claims Tracking Not Supported
Policy Generation Not Supported
Policy Issuance Not Supported
Policy Processing Not Supported
Quotes / Estimates Supported
Rating Engine Not Supported
Reinstatement Tracking Not Supported
Reinsurance Administration Not Supported
Renewal Management Supported
Underwriting Management Not Supported
LifeGuide:

Integrations

No info available.
Proformex:

Integrations

No info available.
LifeGuide:
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Proformex:
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