---
description: Review of Proformex Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Proformex | Reviews, Pricing & Demos - SoftwareAdvice GB
---

Breadcrumb: [Home](/) > [Insurance Software](/directory/4506/insurance/software) > [Proformex](/software/63513/proformex)

# Proformex

Canonical: https://www.softwareadvice.co.uk/software/63513/proformex

> Proformex stands as the unrivaled leader in inforce management platforms, providing unparalleled data aggregation, advanced analytics, and comprehensive portfolio monitoring for life insurance and annuities. Specifically designed to meet the unique needs of the life insurance community, Proformex empowers professionals to safeguard their client's best interests, ensure regulatory compliance, and unlock new sales opportunities through diligent monitoring of individual policy performance.

With Proformex, users gain access to a robust platform equipped with cutting-edge features. The platform excels in aggregating crucial data from diverse sources, enabling a comprehensive view of policy portfolios. Through sophisticated analytics, Proformex offers actionable insights, empowering users to identify at-risk policies, mitigate potential risks, and proactively address any challenges that arise.

Furthermore, Proformex goes beyond traditional inforce management platforms by actively seeking out new sales opportunities. By leveraging its powerful analytics capabilities, Proformex uncovers hidden potential within existing policy portfolios, guiding professionals towards untapped revenue streams and maximizing the value of their client relationships.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Proformex
- **Location**: Cleveland, US

## Commercial Context

- **Starting Price**: US$3,000.00
- **Pricing Details**: Product is available on annual subscription plans. Contact Proformex for details.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Access Controls/Permissions
- Activity Dashboard
- Alerts/Notifications
- Billing & Invoicing
- Cancellation Tracking
- Client Management
- Contact Database
- Contact Management
- Document Management
- Document Storage
- Insurance Policy Management
- Life & Health
- Monitoring
- Policy Management
- Quotes/Estimates
- Real-Time Analytics
- Reminders
- Renewal Management
- Search/Filter
- Task Management

## Support Options

- Email/Help Desk
- Knowledge Base
- Phone Support
- Chat

## Category

- [Insurance Software](https://www.softwareadvice.co.uk/directory/4506/insurance/software)

## Related Categories

- [Insurance Software](https://www.softwareadvice.co.uk/directory/4506/insurance/software)
- [Insurance Policy Software](https://www.softwareadvice.co.uk/directory/3320/policy/software)

## Alternatives

1. [Jenesis Software](https://www.softwareadvice.co.uk/software/62001/jenesis-agency-management) — 4.7/5 (283 reviews)
2. [Expiration Reminder](https://www.softwareadvice.co.uk/software/423426/expiration-reminder) — 4.5/5 (49 reviews)
3. [Sembley](https://www.softwareadvice.co.uk/software/450093/Sembley) — 5.0/5 (40 reviews)
4. [NowCerts](https://www.softwareadvice.co.uk/software/64793/nowcerts) — 4.8/5 (150 reviews)
5. [Partner XE](https://www.softwareadvice.co.uk/software/43120/partner-xe) — 4.1/5 (14 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/63513/proformex)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/insurance/proformex-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/63513/proformex> |
| en-GB | <https://www.softwareadvice.co.uk/software/63513/proformex> |
| en-IE | <https://www.softwareadvice.ie/software/63513/proformex> |
| en-NZ | <https://www.softwareadvice.co.nz/software/63513/proformex> |

-----

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