Proformex

Cloud-based life insurance policy management solution

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Proformex Overview

What is Proformex?

Proformex is a cloud-based life insurance policy management solution that helps independent agents, advisors, trustees and businesses of all sizes manage active policies via portfolio analytics, contract monitoring, reporting, and more. The platform stores all information in a centralized database, enabling users to review processes, set-up custom alerts and view potential sales opportunities.

Proformex comes with performance monitoring functionality, which enables administrators to analyze the performance of policies against client objectives and receive alerts on sales prospects or system issues. Features include custom folders for multi-policy customers, contacts management, statement & illustration ordering, document management, multi-carrier/distributor database, and more. The search feature allows users to filter information by policy number, status or claim, and view result snapshots.

Proformex enables agents to configure reminders for clients and create tasks with notes for teams. The drill-down analytics module lets organizations handle various factors such as anniversaries, premiums, beneficiaries, product types, policy owners, carriers, and other parameters across their client database.

Proformex Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription

Product is available on annual subscription plans. Contact Proformex for details.


Proformex Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

Proformex alerts & notifications screenshot
Proformex dashboard screenshot
Proformex policy tracking screenshot
Proformex reporting screenshot
Proformex screenshot: Proformex alerts & notifications screenshot Proformex screenshot: Proformex dashboard screenshot Proformex screenshot: Proformex policy tracking screenshot Proformex screenshot: Proformex reporting screenshot
User recommendation
0/10
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Proformex Pricing

Proformex Pricing

Starting from
N/A
Free Trial
Subscription

Product is available on annual subscription plans. Contact Proformex for details.

Product is available on annual subscription plans. Contact Proformex for details.

Value for Money
0/5
Based on 0 user ratings
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Proformex Features

Proformex Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
0/5
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Categories

Additional information for Proformex

Additional information for Proformex

Key features of Proformex

  • Billing & Invoicing
  • Contact Management
  • Document Management
  • Policy Management

Proformex FAQs

Proformex FAQs

Below are some frequently asked questions for Proformex.

Q. What type of pricing plans does Proformex offer?

Proformex offers the following pricing plans:

Pricing model: Subscription

Free Trial: Not Available

Product is available on annual subscription plans. Contact Proformex for details.

Q. What are the main features of Proformex?

Proformex offers the following features:

  • Billing & Invoicing
  • Contact Management
  • Document Management
  • Policy Management

Q. Who are the typical users of Proformex?

Proformex has the following typical customers:

Small Business, Large Enterprises, Freelancers, Mid Size Business

Q. What languages does Proformex support?

Proformex supports the following languages:

English

Q. What type of pricing plans does Proformex offer?

Proformex has the following pricing plans:

Subscription

Q. Does Proformex support mobile devices?

We do not have any information about what devices Proformex supports

Q. What other apps does Proformex integrate with?

We do not have any information about what integrations Proformex has

Q. What level of support does Proformex offer?

Proformex offers the following support options:

Phone Support, Online Support, Knowledge Base, Video Tutorials