Audience
Insurance service platform for modern advisors
About Proformex
User-friendly technology that helps you simplify post-sale servicing. A single, secure system of record and reporting for your life insurance and annuities data.
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Integrations
No integrations listed.
Company Information
Proformex
Founded: 2016
United States
www.proformex.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
Online
Proformex Frequently Asked Questions
Q: What kinds of users and organization types does Proformex work with?
Proformex works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Proformex support in their product?
Proformex supports these languages: English.
Q: What kind of support options does Proformex offer?
Proformex offers support via phone support and online.
Q: What type of training does Proformex provide?
Proformex provides training in the form of documentation and live online.
Proformex Product Features
Insurance Agency Management
Contact Management
Supported
Document Management
Supported
Quote Management
Supported
Claims Management
Not Supported
Commission Management
Not Supported
Insurance Rating
Not Supported
Life & Health
Not Supported
Policy Management
Not Supported
Property & Casualty
Not Supported
Insurance Policy
Cancellation Tracking
Supported
Quotes / Estimates
Supported
Renewal Management
Supported
Claims Tracking
Not Supported
Policy Generation
Not Supported
Policy Issuance
Not Supported
Policy Processing
Not Supported
Rating Engine
Not Supported
Reinstatement Tracking
Not Supported
Reinsurance Administration
Not Supported
Underwriting Management
Not Supported
