Proformex Email Format

InsuranceOhio, United States11-50 Employees

Proformex operates a data and technology platform designed for financial professionals and institutions to manage life insurance and annuity assets. By integrating deep data capabilities, the platform provides access to essential information about inforce life insurance and annuity portfolios to support data-driven decision making. The tools enable proactive oversight of policies and annuities, with the aim of enhancing value for clients.

Based in Cleveland, Ohio, Proformex sits within the insurance technology space, offering an end-to-end digital solution that connects professionals to critical information about their life and annuity businesses. Its customer base includes financial professionals and institutions seeking better visibility and oversight of inforce policies. A recent development is the October 2023 launch of PolicyGuard, a solution for policy event-driven marketing at scale.

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