Proformex was created to make InForce Policy Management easy. Their intuitive platform helps you monitor, analyze and manage the performance of your clients' life insurance policies in a single, distribution-agnostic platform.
"Without Proformex taking a second look at this policy, we would not have known of these issues based on information we received from the carrier and agent. Due to their age, we may not have had any options at all if we would not have found out about this until the last minute. Proformex gave us the right answer and the time to make a good decision for the family and maximize their legacy within the foundation."
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