Proformex

Cloud-based life insurance policy management solution
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Overview

Overview

Platforms Supported

Platforms Supported

Web Based Web Based
iPhone App iPhone App
Android App Android App
Windows App Windows App

Support Options

Support Options

Knowledge Base Knowledge Base
Online Support Online Support
Phone Support Phone Support
Video Tutorials Video Tutorials

Pricing

Pricing

Starting From

Starting From

N/A
Subscription Subscription

Reviews

Reviews

Overall rating Overall rating
Ease of use Ease of use
Value for money Value for money
Customer support Customer support

Features

Features

Access Control Access Control
Activity Dashboard Activity Dashboard
Alerts / Escalation Alerts / Escalation
Automatic Notifications Automatic Notifications
Billing & Invoicing Billing & Invoicing
Client Management Client Management
Contact Database Contact Database
Contact Management Contact Management
Customer Database Customer Database
Data Filtering Data Filtering
Data Storage Management Data Storage Management
Document Management Document Management
Document Review Document Review
Document Storage Document Storage
Member Account Access Member Account Access
Monitoring Monitoring
Multiple Parties Multiple Parties
Performance Management Performance Management
Performance Reports Performance Reports
Policy Management Policy Management
Portfolio Management Portfolio Management
Preview Functionality Preview Functionality
Project Notes Project Notes
Real Time Analytics Real Time Analytics
Reminders Reminders
Requirements Review Requirements Review
Task Management Task Management

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