Audience
Insurance service platform for modern advisors
About Proformex
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.
Other Popular Alternatives & Related Software
tigerlab
tigerlab positions itself as a leading provider of insurance software solutions and embedded insurance, empowering customers to deploy and adapt applications efficiently. With over a decade of experience, tigerlab focuses on enhancing business value and delivering breakthrough results to clients.
Our configurable, API-driven, and intuitive insurance software solution is designed to enable you to deliver a superior end-to-end digital experience to customers and system users.
Discover first-hand why our insurance platform is the perfect solution for an end-to-end digital insurance experience. Click the demo button to see the platform in action.
Learn more
Sureify Lifetime
Lifetime: acquire, service, and engage with one platform. Lifetime solves some of the biggest problems faced by life and annuity carriers today. This accelerated underwriting eApp product drives direct-to-consumer, call center, and advisor sales. With LifetimeAcquire, configuring questions, flows, and UI elements is simple and non-technical so that you can continually drive sales across all your channels. LifetimeService provides comprehensive digital self-servicing for your customers. It empowers customers to securely manage everything from payments to beneficiary updates. No more faxes or mailers. LifetimeEngage fosters a lifelong relationship between you and your policyholders, driving brand loyalty, increased persistency, health and wellness initiatives, purchasing decisions, financial education, and more.
Learn more
Verity
Verity by VRC Insurance Systems is an all-in-one policy administration system for property and casualty insurance markets. Designed to help meet the business needs of program administrators, managing general agents, and carriers, Verity helps streamline processes, and bridge the gap for the remote workforce. Core features include quoting, policy issuance, automated renewals, claims administration, ad hoc reporting, surplus lines, fiduciary accounting, agent/insured/carrier portals, task management, API access, third-party integrations, hosted and self-hosted solutions, and more. Additionally, VRC specializes in custom software development and onboarding services like training, data conversion, and system configuration that are all designed to make your transition as smooth as possible. Contact VRC today to schedule and introductory call and free demo.
Learn more
Insly
Insly provides a fully extensible suite of software solutions that can be combined with your own custom modules to both simplify and completely automate all tasks required to run a successful insurance business. All the parts you need: forms, workflows, rating engine, document template editor, endorsement library, capacity management and so much more. Broker channel support out of the box. APIs expose everything and allow you to create the perfect Direct-to-Consumer experience. Automate cookie cutter cases for new sales and mid-term policy changes and automated renewals. All the premium accounting taken care of. Bordereaux and management reports in one click. Build your own custom reports. Pull in 3rd party data to help your underwriters make better decisions. Integrate with the rest of your tech stack, legacy or modern.
Learn more
Integrations
No integrations listed.
Company Information
Proformex
Founded: 2016
United States
www.proformex.com
Videos and Screen Captures
Other Useful Business Software
Gemini 3 and 200+ AI Models on One Platform
Build generative AI apps with Vertex AI. Switch between models without switching platforms.
Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
Online
Proformex Product Features
Insurance Agency
Contact Management
Document Management
Quote Management
Claims Management
Commission Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Insurance Policy
Cancellation Tracking
Quotes / Estimates
Renewal Management
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Underwriting Management
