Proformex is a Cleveland-based software company and the leading inforce management platform offering data aggregation, analytics, and portfolio monitoring for life insurance and annuities. The platform empowers banks, broker-dealers, distributors, RIAs, and independent advisors with actionable insights to improve client relationships, grow revenues, and mitigate risks. Proformex connects users to critical data across over 200 carriers, managing a total life death benefit value of $1.2 trillion, cash value AUM of $45 billion, and annuity contract value of $130 billion. The company is committed to enhancing the life insurance community's efficiency and profitability through continuous software improvements and technological breakthroughs.

Sales & Business Development

Cleveland, OH, USA

Proformex

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