Home > Softwares > Accounting and Finance Software > Insurance Policy Software > Proformex

Proformex

Name: Proformex
Rating: 4.5 (2 reviews)

By Proformex

1004 Interested

Highlights : About Proformex

Renewal Management

Life & Health

Cancellation Tracking

About 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.

Specifications

24/7 Support

Yes

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Cancellation Tracking

Life & Health

Renewal Management

Recommended Product

Social Media Premium Package

Features: 30 High Quality Postings 3 Social Media Platform

Website Design Standard Package

Features: Linking 30 to 50 static pages. Call to Action feature.

Diginyze Standard Cloud

Features: Upto 500 products Listing 24/7 Chat BOT support.

ECommerce SEO Gold Package

Features: 1- 100 products optimized Easy way to position your ecommerce store in Google, Yahoo, and Bing results

SEO Advance Package

Features: Upto 200 Keyword Optimization ROI-Driven SEO

mPACS

Features: Import images and correspondence Automated marketing configuration