|
|
|
11-50 employees
View all
|
|
Insurance
|
|
1001 Lakeside Ave E, #1010, Cleveland, Ohio 44114, US
|
|
Twenty-five years of experience in the rapidly changing life insurance industry led the creators of Proformex to the conclusion that agents, fiduciaries, trustees, insureds and policy owners need a way to analyze, monitor and govern InForce policies to track whether the insurance contracts perform as intended. From the beginning, Proformex software was created to set a new professional standard of proactive InForce Policy Management that:
- Responds to the greatest disconnect between client and advisor: clients expect that their insurance will be proactively managed according to defined objectives over time, but advisors and trustees are ill-equipped for these long-term monitoring and management commitments.
- Enables agents to analyze and monitor their InForce book of business in a consolidated location regardless of when and where the policy was written.
- Automates the request of and archive important policy documents, including statements and illustrations.
- Proactively monitors InForce policy performance and receives automated alerts and notifications in the event a policy goes off-track from the intended financial and coverage objectives.
- Changes the way life insurance is sold, monitored, and serviced.
|
Proformex Email Formats | Example Email Formats | Percentage |
---|---|---|
{f}{last} | [email protected] |
100%
|
The widely used Proformex email format is {f}{last} (e.g. [email protected]) with 100% adoption across the company.
To contact Proformex customer service number in your country click here to find.
Find accurate personal emails, work emails and phone numbers for employees
Accelerate prospecting with instant access to 300M professionals from 30M companies with the right contact details.