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.
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Integrations
No integrations listed.
Company Information
Proformex
Founded: 2016
United States
www.proformex.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
Online
Proformex Product Features
Insurance Agency Management
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
