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.

Integrations

No integrations listed.

Ratings/Reviews

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features 0.0 / 5
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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 Frequently Asked Questions

Q: What kinds of users and organization types does Proformex work with?
Q: What languages does Proformex support in their product?
Q: What kind of support options does Proformex offer?
Q: What type of training does Proformex provide?

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