Manage risk and grow revenue from one digital insurance platform
Gain actionable insights to help fuel growth for you and your advisors
Unlock new opportunities from your sales and distribution channels
Protect client best interests while growing your business
Keep everything on track with Proformex, the hardest working software in life insurance.
You know that many of the private donations made to your university’s endowment fund come in the form of a life insurance policy. What you may not know is how that policy is performing over time. When left unmonitored, life insurance policies become subject to risks, like asset degradation and lapsation.
Proformex was designed to make it easier for you to check in on those life insurance policies to make sure they’re still on track. Whether you want to check in on policies monthly, annually, or at any other cadence that works for you, Proformex helps you skip the hassle of going to the insurance company for updated policy information and shows you exactly what you need to know for all your policies in one location.
Not all insurance companies operate the same. Our premium due date notifications help ensure that you are notified when a premium payment needs to be made on a policy in order to keep it inforce.
Instead of navigating complicated, inconsistent carrier portals and websites, or waiting on hours-long hold lines to get current policy values, log in to Proformex and see all your life insurance policy data in one place.
With our platform, you will know what’s going on with your policies each year. You don’t have to worry about whether information is up-to-date or whether those policies are still on track to pay out as scheduled.
Ready to start using Proformex to keep track of the life insurance policies in your university’s endowment fund?
Submit the form below to schedule a call to learn more about Proformex.
We'd love for you to see the Power of Proformex in action.
