Name: Proformex
Author: Proformex

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

AI Code Generation

Automation Testing

Beta Testing

Feature Management

Development

Virtual Classroom

Education

AI Document Creation

Business Intelligence (BI)

Collaboration

Demand Planning

Internal Communications

Knowledge Management

Quality Management

Supply Chain Visibility

Whistleblowing

Enterprise

Accounting

Cash Flow Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

HR Management

Payroll

Talent Intelligence

Talent Management

Video Interview

Workforce Analytics

Workforce Management

eLearning Content

Human Resources

Blockchain-as-a-Service (BaaS)

Business Process Automation

Cloud Data Warehouse

Cloud Storage

Data Integration

Data Replication

Database-as-a-Service (DBaaS)

Embedded Database

Encryption Key Management

Fraud Detection

IT Alert Management

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

OpenStack Cloud

Scale-Out Storage

Test Management

User Activity Monitoring

Value Stream Management

WAN Optimization

Web Content Filtering

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Enterprise Marketing Management

Grant Management Software

Livestream

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Auction Software

Customer Relationship Management (CRM)

Sales Consulting

Sales Incentive Compensation Management

Sales Training

Sales

Agriculture

Inventory Management

Last Mile Delivery

Military and Defense

Online Ordering

Shipping

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Applied Epic

Applied Systems

AMS360

Vertafore

EZLynx Agency Management

AgencyBloc AMS+

AgencyBloc

BindHQ

Owsy LLC

HawkSoft

Applied TAM

Applied Vision

Aspire Agency

Impowersoft

Proformex is a post-sale servicing and client engagement tool designed specifically for the life insurance industry. According to the vendor, it is aimed at life insurance agents, advisors, distributors, broker-dealers, and institutions. This platform offers a range of features to help professionals in the industry stay on top of premium payments, identify term opportunities, prevent premature lapses, schedule anniversaries, and proactively address policy risks. With its high configurability, Proformex can cater to the unique needs of various professionals in the life insurance sector.

## Key Features

**Premium Due Dates**: According to the vendor, Proformex will notify users of policies that are approaching a scheduled premium payment so they can ensure their client is aware and prepared for their next premium. This feature is said to help agents and advisors stay on top of premium payments and avoid any lapses in coverage. It is designed to allow for proactive client communication and ensure timely payments.

**Term Opportunities**: The vendor claims that Proformex will identify policies approaching an upcoming conversion or term period end date so that users can discuss options to continue coverage with their clients. This feature is intended to help agents and advisors proactively engage with their clients to discuss potential policy changes or extensions. It is said to ensure that clients are aware of their policy expiration dates and provides opportunities for upselling or cross-selling.

**Premature Lapse**: According to the vendor, Proformex will order the necessary information on a regular basis to identify policies that are at risk of lapsing before their intended expiration date. This feature is designed to allow for timely intervention and actions to prevent policy lapses.

**Anniversaries**: Proformex is said to alert users to upcoming contract anniversaries to support regular checkpoints and reviews with important clients. This feature is intended to help agents and advisors stay informed about important milestones in their clients' policies. It is claimed to enable them to schedule reviews and discussions with clients to ensure their coverage is still suitable and address any changes or concerns.

**At-Risk**: Proformex is claimed to identify policies that may require additional action by the policy owner in order to maintain existing coverage, based on in-house analytics. This feature is designed to help agents and advisors identify policies that are at risk of being discontinued or not meeting the policy owner's needs. It is said to allow for proactive client engagement to address potential issues and ensure ongoing coverage.

Basic

AgencyBloc is an insurance agency management system from the company of the same name in Iowa, built around patient communication and customer relationship management, as well as back-office automation.

Proformex

Insurance Agency Management Systems support the day-to-day operations of insurance agencies with back-office automation and customer relationship management features. These systems often include marketing automation, and at least include data management (customer data and policy document management) and analytics to support sales and revenue processes.

Insurance Agency Management

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Insurance Agency Management Systems

Proformex

Overview

What is Proformex?