Proformex is the leading policy management platform offering data aggregation, analytics, and portfolio monitoring for life insurance and annuities. The platform is purpose-built to help independent life insurance and advisory firms protect their clients’ best interest and ensure regulatory compliance by monitoring individual policy performance, identifying at-risk policies, and uncovering new sales opportunities. Our automated solutions make inforce management more efficient, more profitable, and results in better experiences for policy owners.
Location: United States, Ohio, Cleveland
Member count: 11-50
Founded date: 2016
Investors 1
| Date | Name | Website |
| - | North Coas... | northcoast... |
Mentions in press and media 1
| Date | Title | Description | Category | Author | Source |
| 18.10.2018 | Jane VC, a... | Want to pitch a venture capita... | Cleveland,... | Kate Clark | techcrunch... |