What is Proformex?
A cutting-edge solution crafted to simplify post-sale assistance, providing a centralized and secure environment for the effective management and reporting of all your life insurance and annuities data. This all-encompassing system not only improves user experience but also guarantees the integrity and accessibility of your information, making it a valuable tool for both agents and clients. With this technology, stakeholders can navigate their financial products with confidence and clarity.
Integrations
No integrations listed.
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Company Facts
Company Name:
Proformex
Date Founded:
2016
Company Location:
United States
Company Website:
www.proformex.com
Product Details
Deployment
SaaS
Training Options
Documentation Hub
Online Training
Support
Standard Support
Web-Based Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English
Proformex Categories and Features
Insurance Policy Software
Cancellation Tracking
Quotes / Estimates
Renewal Management
Insurance Agency Management System
Contact Management
Document Management
Quote Management