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Proformex

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Quoting software streamlining insurance processes with actionable insights.

Overview

Proformex is a company that focuses on quoting software specifically designed for the life insurance and annuities sector. The platform aims to assist intermediaries in generating accurate and competitive insurance quotes. It serves as a centralized digital solution for various stakeholders, including banks, broker-dealers, distributors, registered investment advisors, and independent advisors. Proformex integrates with insurers' systems to provide access to essential data from multiple carriers and products. The technology is intended to facilitate the collection of policy information and deliver timely alerts, which may help businesses manage client interests and make informed decisions.

Key facts

Founded
2016

Business model

Contact

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About Proformex

What does Proformex do?

Proformex is a company that focuses on quoting software specifically designed for the life insurance and annuities sector.

Where is Proformex headquartered?

Proformex is headquartered in Westlake Village, United States.

When was Proformex founded?

Proformex was founded in 2016.

Which sector is Proformex in?

Proformex operates in Insurance Technology, part of Financial Technology.

Who are Proformex's competitors?

Companies similar to Proformex include WeGroup, Covr, and SALT Insure.